Accounts & Net Worth

Account Connection

How linking works and what stays private

Account Connection

Promi connects to banks through Plaid, the same service behind Venmo, Betterment and thousands of other financial apps. Anything Plaid cannot reach can be added by hand.

Plaid is a read-only bridge between the bank and Promi:

  • Read-only. Promi receives balances and transactions. It never receives the ability to move money.
  • Encrypted. In transit over TLS, at rest with AES-256.
  • Revocable. Any institution can be disconnected from Settings.
  • No stored passwords. Credentials go to Plaid directly and never reach Promi.

Plaid reaches more than 12,000 institutions across the US, Canada and UK, including major banks, credit unions and brokerages.

This content is educational and informational only. It is not financial, investment, or tax advice. Consult a qualified professional before making financial decisions.

Every one of these explains a number in the app

Promi computes them from your own balances and transactions, with the guide one click from the figure.

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