We understand that you may feel a bit cautious about storing your financial data online. We work closely with a number of global partners with outstanding reputations and expertise in security to ensure that your data is safe.

Highest level of security

All your data is held in an extremely secure environment used by thousands of financial advice businesses and other financial institutions in the UK. Just like banks, users with modern web browsers will use the strongest 256-bit encryption to protect data in transit at all times. This is provided by DigiCert, a market leading provider of SSL certificates.

We also perform regular and comprehensive external auditing of our security by third-party experts such as NCC (the global information assurance specialist with offices in 24 locations across the world who supply cyber security services to the UK Government). This is to make sure that our systems can't be compromised.

Banking credentials are safe and secure

We do not directly store your online banking credentials (e.g. username and password) as these are passed to Yodlee, the world-leading specialist in the area to millions of customers around the world. The login details are never provided to us, just the balance and transaction data we use to provide the service. Yodlee has more than 15 years' experience in linking financial institutions safely and successfully processes 9 million UK account refreshes every month. Your banking details are only ever stored at Yodlee and never on our systems. Yodlee works with 11 of the top 20 US banks providing data services so they adhere to the highest bank levels of security. For more information, please visit Yodlee's Security page.

Your money can't be touched

Whilst our software allows you to see all your money in one place it does not allow you to move your money in, out, or between any accounts. You can't transfer your money and neither can anyone else!

Privacy

We will never sell your username, password or any identifiable information about you to anyone else. When you link your accounts, all data is made anonymous on our secure servers. This means that personal financial information cannot be tracked back to you.

Valuation figures provided may not reflect changes due to movement in the unit price, unit holdings or the impact of changes in withdrawals or contributions. We recommend that you confirm with your Adviser before taking action based on this information.
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