Settings

Manage connections and preferences

Bank Connections

Connect your bank accounts via Plaid for automatic balance and transaction syncing. Your credentials are never stored — Plaid handles authentication securely.

JPMorgan Chase

1 account

Connected

Goldman Sachs

1 account

Connected

Fidelity

2 accounts

Connected

Vanguard

1 account

Connected

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Currency
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Data & Privacy

All financial data is stored server-side in Supabase with Row Level Security. No financial data is stored in your browser. Plaid tokens are server-side only and never exposed to the client.

Vault v0.1.0 · Phase 1 · No financial recommendations provided