We take security seriously which is why we use bank level security and encryption. PocketSmith bank feeds are read-only so no money can be accessed. Your data is safe and sound with us! 

In this overview

Our bank feed provider, Yodlee

We use a bank feed provider called Yodlee to connect your bank feeds into PocketSmith. Yodlee, are well renowned as the one of the best in the industry! 11 of the largest U.S banks trust Yodlee for their services too.

For more information, take a look at our article:  Yodlee and the security of bank feeds

Increased security with two-factor authentication (2FA)

Use PocketSmith 2FA and add an extra layer of security to your account. After setting up, you need to log into your PocketSmith account with both your password and a code from your phone.

Learn more about how to set up 2FA in this article:  Two-factor authentication (2FA) on your PocketSmith account

View your login history

In your PocketSmith settings ( Settings > Security) you can view login history for your account so that you can spot any unexpected activity. 

Still need help? Contact Us Contact Us