We use state of the art security to protect your data. We encrypt all information transmitted between your browser and our web servers. We use it to keep your account information safe including passwords and personal information.
What do you do with my bank information?
Your bank login credentials are never stored with us. Using the same encryption as your bank, your transactional and personal data is securely encrypted with both hardware and software encryption.
How does bank verification and connection work?
We link your bank accounts and cards to your account securely using your online banking accounts with the same technology that leading financial companies such as Mint, Venmo, and Coinbase use. We partner with Plaid who tokenize and encrypt sensitive data, and advocate for the broader use of these protocols throughout the industry. Plaid has passed a SOC 2 audit and regularly undergo compliance and pen testing. You can learn more about Plaid's security practices here.
Why do you need my financial information?
We track your purchase data to round up your spare change seamlessly, so you don't have to do anything.
How do you access and use my transaction data?
Roundup accesses your linked accounts(s) on a weekly basis. We use this information to round up your transactions to the nearest dollar and transfer this amount into your Mercer Invest Wise account. We do not, and will never, sell your transaction data.