Can see
What Anseris uses to plan with you- Account balancesFor an accurate net worth
- TransactionsFor your budget and forecast
- Investment holdingsFor your full wealth plan
- Loan balancesFor payoff advice that fits
What Anseris can see, and what it can't.
Anseris reads just enough to build your plan. Some things stay off no matter what.
Can never
Things Anseris never gets- See your bank passwordYou sign in on Plaid’s screen
- Move your moneyIt has no way to make transfers or trades
- See your card detailsApple handles your subscription
01YouSign in on Plaid’s secure screen
Your login
Secure sign-inPlaidHandles the sign-in. Investment accounts use SnapTrade the same way.
Your login
Your bankBank or brokerageYour money never leaves it
Your balances
Your balances
02AnserisSees balances and transactions, never your login
- 1You sign in to your bank on Plaid’s secure screen.
- 2Plaid passes your login to your bank. Anseris never sees it.
- 3Your bank sends your balances and transactions back through Plaid.
- 4Anseris turns it into your plan. Investment accounts work the same way through SnapTrade.
FAQ
Questions about your data.
Straight answers about privacy and security.
Is Anseris a bank?
Can Anseris move my money without asking?
Who are Plaid and SnapTrade?
What data does Anseris collect?
How do I report a security concern?
See it for yourself.
Download Anseris and connect your accounts on your terms.
Download on theApp Store