How are my identifiers stored?
Finary never has access to the identifiers of accounts* synchronized via Budget Insight.
Finary cannot initiate any transactions on your account. Our access to your accounts is limited to reading (not writing).
We handle storage in an extremely secure manner through Budget Insight.
Budget Insight has obtained DSP2 approval which allows it to read account information from the ACPR and the Banque de France.
How does the synchronization work?
You can synchronize your accounts for multiple asset classes: bank accounts, investment accounts, life insurance and even your loans.
You will be redirected to a secure window. You can select the institutions you want to connect to Finary.
Once you have selected an institution, enter your login and password. Some institutions may require dual-factor authentication. In most cases, you will receive a code by SMS or you will have to perform an action in the App of your bank.
You can choose which accounts will be synchronized with Finary.
You will be able to see all the establishments you've connected via Budget Insight. You can delete them by clicking on the 3 small dots on the right.