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Your Privacy and Security is Our Top Priority
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Finicity is an award-winning provider of online money management tools. Founded almost a decade ago in 1999, Finicity manages billions and billions of dollars worth of transactions each year for customers in all 50 U.S. states and throughout the world. Finicity connects to more than 13,000 financial institutions (banks, credit card companies, trading firms).

Since the beginning, Finicity has made the security and protection of your data top priority by using state-of-the-art physical, technological and procedural security safeguards…similar to those used by the major financial institutions (banks, credit card companies, trading firms). Rest assured Finicity will keep your data private, secure and protected – so you can focus on enjoying your money!

What We Do To Protect Your Privacy and Security

Encryption: 128-bit encryption – the same form of encryption used by online banks and trading firms – scrambles your sensitive transmissions made via the Internet. Whenever we prompt you to transmit sensitive information (such as a credit card number), we require SSL (Secure Sockets Layer) encryption of your data as it is transmitted. We also store any sensitive data in an encrypted format, with additional layers of encryption added to our backup systems.

Firewall Protection: Finicity employs a firewall configuration that restricts connections between publicly accessible servers, including any connections from wireless networks and any system component storing user data. All data and access to the Finicity servers are filtered by the perimeter firewalls before reaching any Web servers. Additionally, application and database servers are protected by firewalls.

Password Protection: A username and hidden (hashed) password are required to access any Finicity online service. After a username or password is entered incorrectly three times, access to an account is blocked. You are responsible for protecting the secrecy of your password in accordance with the terms of the Finicity End User Service Agreement. We recommend that you do not store secure pages in your cache or leave your computer unattended while you are logged in to any Finicity online service or while you are shopping the Finicity Web site.

Session Management: After a set period of inactivity, the system ends the session and logs the user out to minimize the possibility of unauthorized access.

Physical Security: Finicity uses secure hosting facilities that are monitored 24 hours a day, 7 days a week. Access to servers requires multiple levels of identification authentication including biometric (hand print scan) and other procedures.

Regular Security Audits: All of our systems, policies and procedures undergo regular security audits by security experts to ensure that critical personal information remains safe and secure. All systems are regularly updated and upgraded to ensure compliance with current security procedures and technology.

Correcting/Updating Personal Information: At our Web site we provide you the opportunity to update or correct your account, financial and credit card download information. You may review and update your contact information via live chat with a customer service representative by clicking on the Live Chat links within the Finicity Web site.

How to Contact Finicity: Questions regarding the Privacy Policy, our information practices or other aspects of privacy on our Web sites should be directed to Finicity customer service via the Live Chat links within the Finicity Web site.
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