Privacy & Security
This area covers the settings and workflows that help protect your account and financial data.
Security
Section titled “Security”Common security features include:
- Change Password
- Two-Factor Authentication
- Recovery Codes
- Active Sessions
Workspace Access
Section titled “Workspace Access”In shared Workspaces, role-based access matters. Review member roles carefully before inviting or removing users.
Connected Data
Section titled “Connected Data”If you use bank connections, review connection state and consent-related prompts regularly so your sync stays healthy and intentional.
Closing Your Account
Section titled “Closing Your Account”Account closure is a high-impact action and may permanently remove data depending on the product workflow.