Wealth Access is committed to keeping your financial data safe and secure. When it comes to financial services and innovation, security is paramount. In order to be effective at protecting your information we use multiple layers of security within our application. Our proprietary permissioned based systems and internal protocols are required to keep your wealth safe and information confidential. Security is an essential part of who we are and what we do at Wealth Access.
Whenever you enter your personal information online, we understand that you want to make sure it is safe and secure. We built in multiple advanced security features to protect your data at all times.
All account passwords are kept private by you, and not accessible to anyone.
Your data is encrypted with AES-256 and stored securely at industry leading data centers fully SOC1/SOC2/SOC3 type II certified with multiple locations that provide the highest levels of physical security and reliability.
All communications are done over secure TLS 1.2 channels.
We do not allow SSLv3, RC4 or other weak protocols or ciphers.
In addition to protecting your username and password, multi-factor authentication is available to authenticate each device that accesses your account. Before you can access your account on any new device, you'll receive an automated email or SMS text to a trusted device asking you to confirm your identity.
After linking your accounts to Wealth Access, you can use our cash flow and transactions pages to monitor all transactions across all of your accounts to check for any suspicious activity in your accounts.
In one secure place you may monitor all of your information that you may not have otherwise noticed until you received your monthly statements.
Wealth Access is a non-transactional, inquiry-only system. You can’t move your money, or execute any security transactions in the accounts linked to your dashboard. Neither can anyone else.
The financial information we track is the same information that is online in your financial accounts.
In addition, the Wealth Access website has earned the McAfee SECURE certification.
Wealth Access follows industry best practice guidelines in the design and implementation of our network security environment. We use zones to separate our production, development, and corporate environments from each other.
We stay on top of security vulnerabilities and keep up-to-date with best practices.
Our business processes and practices undergo regular review by independent 3rd party auditors.