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Account & Billing
Manage subscriptions, update payment methods, and resolve billing inquiries.
Budgeting & Spending
Set up budgets, categorize transactions, and track your spending habits.
Investments & Portfolio
Learn about asset allocation, rebalancing, dividend tracking, and performance metrics.
Security & Privacy
Enable 2FA, manage login sessions, understand data encryption, and report suspicious activity.
Retirement Planning
IRA transfers, 401(k) rollouts, withdrawal strategies, and tax-advantaged accounts.
Taxes & Documents
Download tax forms (1099s), view transaction history, and export CSV reports.
Popular Articles
Understanding your monthly portfolio report
Investments • Updated 1 week agoSetting up automatic bill pay & transfers
Budgeting • Updated 3 days agoHow to download your 1099 tax forms
Taxes • Updated 1 month agoEnabling two-factor authentication (2FA)
Security • Updated 5 days agoCanceling or pausing your subscription
Billing • Updated 1 week agoFrequently Asked Questions
Linking a bank account is typically instant through our secure Plaid integration. In rare cases where manual verification is required, it may take 1-2 business days. You'll receive an email confirmation once the link is active.
Yes, your investment funds are liquid. You can initiate a withdrawal at any time. Standard ACH transfers take 1-3 business days to process. Wire transfers are available for same-day processing with a $15 fee.
If a payment fails, we'll retry automatically after 3 days. Your account remains active during a 14-day grace period. If payment isn't resolved, your plan will pause and your data will be securely archived for 90 days.
Absolutely. We use AES-256 encryption for data at rest and TLS 1.3 for data in transit. All financial connections use read-only, bank-grade OAuth2.0 authentication. We are SOC 2 Type II certified and undergo annual third-party security audits.