Security
Truthifi prioritizes your privacy in 6 core steps.
We believe that your data belongs to you—not your broker, not your advisor, and not us. So we use the very highest level of security to protect your financial data.
Learn more
We’ll never share or sell your data.
We don’t see or store sensitive information.
We only retrieve transaction & holdings data.
We have read-only access.
We don’t have any conflicts of interest.
We’ll delete your data on-demand.
we've got you covered.
Our coverage spans 18,000+ banks & brokerages.
We’re proven leaders solving a decades-old, industry-wide trust problem.
We’re finance, tech, and design experts building a toolkit for busy people with questions. We want to make it easy for you to build and protect your wealth—starting with access to the simple truth. Learn more about us.
New feature!
Pay us way less than you
would pay any advisor
Tracking
Most popular
Free
Up to 10 links
Simplified dashboard
Global performance
Flexible statement
Activity feed
Automatic scanning
Advisor monitoring
Portfolio score
Fee analysis
65+ flag checks
Normalized pure data
Priority assistance
Early feature access
Monitoring
Most popular
$20
/month
Billed annually as $240
Up to 10 links
Simplified dashboard
Global performance
Flexible statement
Activity feed
Automatic scanning
Advisor monitoring
Portfolio score
Fee analysis
65+ flag checks
Normalized pure data
Priority assistance
Early feature access
Plus
Most popular
$30
/month
Billed annually as $360
Unlimited links
Simplified dashboard
Global performance
Flexible statement
Activity feed
Automatic scanning
Advisor monitoring
Portfolio score
Fee analysis
65+ flag checks
Normalized pure data
Priority assistance
Early feature access