Protecting your financial accounts in a connected world

Connecting financial accounts can save hours of manual tracking. It also means trusting another service with sensitive information, so a few habits go a long way.

Use strong, unique credentials

Use a password manager and enable multi-factor authentication on every financial account that offers it.

Review permissions before you connect

Understand what data a connection can read, whether it can move money, and how long access lasts. Read-only access is enough for most portfolio tracking.

Questions to ask any provider

• Who handles the account connection, and do they store credentials?

• Is data encrypted in transit and at rest?

• How do I disconnect an account and delete my data?

Check in regularly

Every few months, review your connected services and remove any you no longer use. Fewer connections means a smaller surface to protect.

Quorvexa is designed to bring portfolio context and explainable insights into one workspace. Explore the platform to see how a clearer financial view can support your research.