Why do you need to collect my financial account usernames and passwords?

Your financial life is complex, made up of several accounts at many financial institutions.  In order to help you make sense of it all, we consolidate all your financial information into one place, including things like account balances, transactions and holdings. Your credentials enable us to extract the data, roll it all up, and provide near real-time analysis and insights. We don’t have access to enter your accounts at the financial institution websites.


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