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Frequently Asked Questions

Find answers to common questions about MyFinancePlatform, our features, security, and how we can help you achieve financial clarity.

How does MyFinancePlatform ensure my data is secure?

We use bank-level encryption (TLS 1.2+) for all data in transit and at rest. We also partner with Plaid for secure account linking, ensuring your credentials are never stored on our servers. Your privacy is our top priority.

Is MyFinancePlatform a financial advisor?

MyFinancePlatform provides AI-powered insights and tools to help you manage your finances. We offer guidance and recommendations based on your data, but we are not a registered financial advisor and do not provide personalized investment advice. Always consult with a qualified professional for specific financial decisions.

How do you make money?

We operate on a subscription model, offering different tiers of features. This ensures our advice is unbiased and focused solely on your financial well-being, not on selling you financial products or earning commissions.

What kind of accounts can I link?

You can link a wide variety of financial accounts, including checking and savings accounts, credit cards, investment accounts (brokerage, 401k, IRA), and loans (mortgage, student, auto). We support thousands of financial institutions through our partnership with Plaid.

How accurate are the AI insights?

Our AI insights are based on robust financial models and your real-time data. While they provide highly accurate projections and recommendations, financial markets can be unpredictable. We always recommend using our insights as a guide and consulting with a professional for critical decisions.

Can I use MyFinancePlatform on my mobile device?

Yes, MyFinancePlatform is designed to be fully responsive and accessible on all devices, including desktops, tablets, and smartphones. You can manage your finances anytime, anywhere.