Question 1

Does FinDash have access to my bank login credentials?

Accepted Answer

No. FinDash uses account aggregation partners such as Plaid so credentials are sent directly from the browser to the provider over encrypted connections, and FinDash does not store those credentials.

Question 2

Is my data encrypted?

Accepted Answer

Yes. FinDash uses encryption at rest and encryption in transit to protect advisor and client data across storage and network boundaries.

Question 3

Do FinDash employees have unrestricted access to my data?

Accepted Answer

No. Access is limited by role, logged, and reviewed, with support and operational access restricted to authorized personnel only.