Your security is our priority
We want you to feel good about your money, and that starts with knowing your information is safe, protected, and accessible only to you.
How we protect your accounts
How we access your account information
Upwise uses Oauth to access your account information directly from your bank. That way you can authenticate your info with a trusted source, and your bank can give limited access via an authorization token without you having to provide additional info to a third party.
Frequently Asked Questions
Linking your accounts can give you a holistic view of your finances, helping you better understand your financial situation and set realistic goals. It can help you spot patterns and trends you wouldn’t have otherwise noticed, giving you even more insight into behaviors you might want to address. It can also help you monitor your linked accounts all in one place and spot potentially fraudulent transactions.
The safety of your information is our top priority. We use bank-level security to protect your financial and account data, including 256-bit encryption and LDAP.
Personal information collected by Upwise is stored in secure operating environments that are not available to the public. We have technical, administrative, and physical security measures in place to protect your information from unauthorized access and improper use.
No, we’ll never share any of your data, such as personal information, survey responses, feedback you provide, or anything that could be used to identify you, without your approval. We may share aggregated, unidentifiable information about how users at your company use Upwise, as well the demographics and program participation details of all Upwise users at your company.