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Checklist to keep your data safe
Checklist to keep your data safe

Follow our Security Team recommendations to make sure your data stays private

Pierre-Luc Schaming avatar
Written by Pierre-Luc Schaming
Updated over 8 months ago

Protecting your data and the accounts you use daily is absolutely essential. Here's a checklist our security team has put together to help you use Finary and all the web resources at your disposal with peace of mind.

Never Reuse Your Passwords

Compromising just one of your accounts can jeopardize others protected by the same password. We can't stress this enough: NEVER use the same password twice.

Use Complex Passwords

We strongly recommend using a password manager, which will generate and remember passwords for you. Most can be used on your computer and mobile device. Leading options in the field include 1Password and Dashlane.

Set Up Two-Factor Authentication (2FA) Whenever It's Available

With 2FA, you'll need to enter an additional code generated by a third-party app (e.g., Google Authenticator or Authy) to access your accounts. This is a second layer of security that only you have, in case your password is compromised.

When you have the choice, prefer authentication apps, passkeys, or physical security keys over SMS, and safely store your backup codes.

💡 Good to know: You can activate 2FA on your Finary account in less than 60 seconds; here's how to do it.

Regularly Apply Your Security Updates

Always keep your operating system, browser, and other software - including on your mobile - up to date. This helps avoid vulnerabilities.

Be Cautious of Scams and Phishing

Finary will never ask for your password, 2FA code, or a backup code. Our email communications only come from "@finary.com" addresses.


Use Antivirus Software

They help scan your hard drive and eliminate hidden malware. Bitdefender and Malwarebytes are solid options.

Avoid Public or Unknown Wi-Fi Networks

If you must use them, avoid performing sensitive operations without a VPN. Prefer using your smartphone's connection sharing.

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