Safe and Secure
We partner with Yodlee and use bank-level encryption for all data storage and transfers.
We do not store credentials
Because of FutureAdvisor's partnership with Yodlee, we do not need to and thus never store your banking credentials. After the one-time setup, FutureAdvisor communicates with Yodlee via authentication tokens unique to our service, and relies on Yodlee's decade-long experience in connecting with financial institutions to read your portfolio details so we can make recommendations.
FutureAdvisor uses 256-bit SSL encryption for all information transfers, the same connection banks use. In addition, our practices are monitored and secured by Verisign.