Security

This page explains the practical safeguards Wealth Insight Sync uses to help protect account and financial information without making unrealistic security guarantees.

Last updated

March 13, 2026

Our Security Approach

Encryption is used to help protect data in transit using HTTPS/TLS.
Data at rest may be encrypted where supported by infrastructure providers.
Access to systems and user information is limited based on operational need.
Authentication and session-management controls are used to help protect accounts.

We use safeguards designed to help protect information

Wealth Insight Sync LLC uses security measures designed to help protect information, including encryption in transit, controlled access, and infrastructure safeguards designed to support account and data protection.

Financial Data and Connected Accounts

Optional bank account connectivity is provided through Plaid. Wealth Insight Sync does not receive or store your bank login credentials.

We do not store your bank login credentials

When you choose to connect a financial account, account authentication is handled through Plaid. Wealth Insight Sync does not receive or store your bank username or password.

Important Limitations

No system can be guaranteed to be completely secure

Wealth Insight Sync LLC uses security measures designed to help protect information. However, no method of transmission over the Internet and no method of electronic storage can be guaranteed to be completely secure. As a result, we cannot guarantee absolute security.

Security Response and Responsible Reporting

If you believe you have discovered a security issue affecting Wealth Insight Sync, please contact us at support@wealthinsightsync.com or legal@wealthinsightsync.com with relevant details so we can investigate.