Our Trust Promise

ClearWorth is built on a "Need-to-Know" basis. We believe your financial data is yours alone.

Can we see your balances?: No.; By default, our Support Team has zero access to see your Assets, Liabilities, or Transactions.
Storage of Credentials: Never.; We do not store Bank Login credentials. We use secure partners (like Plaid) who provide us with a temporary read-only token.

Admins currently have NO access to your financial data.

When active, a banner will appear globally to remind you transparently that an Admin has access. You can revoke this at any time.

To operate the service, we store strictly necessary metadata:

ClearWorth is built on a "Need-to-Know" basis. We believe your financial data is yours alone.

Can we see your balances?: No.; By default, our Support Team has zero access to see your Assets, Liabilities, or Transactions.
Storage of Credentials: Never.; We do not store Bank Login credentials. We use secure partners (like Plaid) who provide us with a temporary read-only token.

Admins currently have NO access to your financial data.

When active, a banner will appear globally to remind you transparently that an Admin has access. You can revoke this at any time.

To operate the service, we store strictly necessary metadata: