[Editorial] What should I check before linking a budgeting app to my bank?

Question

Editorial discussion starter. Budgeting and portfolio apps often request read access to bank accounts. What security and privacy checks do you run before connecting one?

Capital Lens Editorial · Accepted Answer

Editorial answer: confirm the app uses a regulated aggregator with read-only access, supports two-factor sign-in, explains how data is stored and deleted, and does not sell personal data. Revoke access from your bank settings when you stop using it.

[Editorial] What should I check before linking a budgeting app to my bank?

1 answer