FinanceLink brings sensitive financial information into one place. Protecting that information is fundamental to how the platform is designed, built, and operated.
Security is not an added feature. It is part of the foundation.
A complete financial picture requires trust. FinanceLink is designed to bring together information about your assets, liabilities, investments, businesses, properties, cash flow, and important documents while applying safeguards to protect that information.
We believe customers should have a clear understanding of how their information is protected, how household access works, and where personal information remains separate.
Financial information moves through different parts of a platform. FinanceLink uses encryption to protect information while it travels between your device and our systems, as well as when it is stored. These safeguards help protect sensitive information from unauthorized access.
Information transmitted between your browser and FinanceLink is protected using Transport Layer Security (TLS). TLS encrypts the connection between your device and our systems, helping prevent unauthorized parties from reading or altering information while it travels across networks.
Stored information is protected using AES-256 encryption, an established encryption standard designed to protect data at rest. This includes stored financial information and documents held within the FinanceLink Vault.
Household access is structured through role-based permissions, helping distinguish information shared across a household from information intended to remain personal.
Your account is the gateway to your financial information. FinanceLink includes multiple safeguards designed to help protect access and reduce the risk of unauthorized account use.
Individual account credentials are required to sign in.
Two-factor authentication adds another verification step.
Trusted devices can be recognized for a 30-day period.
Session protections, including automatic timeouts and authorized session controls, help safeguard account access.
FinanceLink maintains audit trails for account logins and login attempts. Automated backups are also in place to support data resilience and recovery.
FinanceLink is designed to give a household a connected view of its financial picture. Authorized household members can see shared financial information, while certain personal areas remain separate.
This distinction helps households collaborate on their finances without treating every personal detail as shared by default.
Household financial information is shared with authorized household members according to the platform's access structure.
Certain information is kept separate for each household member, rather than automatically shared with the household.
FinanceLink processes information to provide the platform and its features. We do not sell your personal or financial data, and we do not make customer financial information publicly accessible. Customer information is not used to train AI models.
Personal and financial information can be valuable beyond the service it was originally provided for. Some companies monetize customer data by selling it, sharing it for advertising, using it to build marketing profiles, or using purchasing and behavioral information to target customers with other products and offers. FinanceLink does not sell your data or use your financial information as a way to market unrelated products to you. Our relationship with customers is built around providing the FinanceLink platform—not monetizing their personal financial information.
FinanceLink's AI Advisor is designed to help interpret your financial picture. Customer information is not used to train AI models. Your AI Advisor conversations are also treated as personal household information, separate from shared financial data.
FinanceLink is built to organize and present your financial information—not to make it publicly available. Access is governed by account authentication and household permissions.
Yes. Information transmitted between your device and FinanceLink is protected using TLS encryption. Stored information, including documents in the Vault, is protected using AES-256 encryption.
FinanceLink uses email and password authentication, two-factor authentication through email and SMS, trusted-device recognition for 30 days, and session protections such as automatic timeouts and authorized session controls.
Yes. Audit logs for account logins and login attempts are available to you within the Security Settings section of your FinanceLink app. These records help you review account access activity.
Authorized household members can see shared financial information. Certain personal information—including individually designated Vault documents, AI Advisor conversations, and settings preferences—remains separate.
No. FinanceLink does not sell your personal or financial data. Some companies generate revenue by selling customer information, sharing it for advertising, or using it to create marketing profiles and target customers with other products. FinanceLink's business is built around providing its financial platform, not selling customer data or using personal financial information to market unrelated products.
No. Customer information is not used to train AI models.
FinanceLink maintains audit trails for account logins and login attempts. These records are available to you in your app's Security Settings. Automated backups are also in place.
For more detail about information collection, use, and handling, please review the FinanceLink Privacy Policy.
Contact the FinanceLink team at info@financelinksuite.com.
We believe you should understand how your financial information is protected and how it is used.
REVIEW OUR POLICIES