While it's not required, linking your financial account(s) with MoneyWellth is key to unlocking the full potential of our platform. When you connect your accounts, including savings, checking, credit, loan, investment, HSA, and retirement accounts, we securely access and analyze your transaction data. This enables us to:
- Provide real-time financial insights tailored to your situation.
- Highlight top spending categories, locations, and active subscriptions.
- Give you a clear comparison of your spending against your budget.
- Empower you to better manage your spending in real-time.
All of this is designed to give you a comprehensive understanding of your financial health. Plus, you can be confident in the security of your data; we use industry-leading encryption and security protocols to keep your information safe.
Read more about connecting your financial accounts today!