Security
Staying secure while you invest: a practical checklist
28 Mar 2026 · 5 min read
Your money deserves the same care as your portfolio. A short security routine protects both without slowing you down.
Strong investing habits mean little if your account is easy to break into. Turn on two-factor authentication, use a unique passphrase, and review the devices connected to your account every few months.
On our side, funds are held with regulated custodians, data is encrypted in transit and at rest, and our team is alerted to unusual activity around the clock. Security is a partnership — we handle the infrastructure, and a few simple habits handle the rest.
