Privacy, security and settings
How your data is protected, two-step verification, privacy mode, notifications and deleting data.
10 articles
How do I delete my account?
Go to Settings, Profile, Your data and choose Delete my account. This permanently deletes your whole FinlyWealth account: connections are revoked, your plan is cancelled, and your financial and personal data is erased. It can't be undone.
How do I delete my financial data?
Go to Settings, Profile, Your data and choose Delete financial data. Every bank and investment connection is revoked, and your accounts, transactions and related data are erased. Your FinlyWealth account, plan and settings stay.
How do I hide my numbers on screen?
Turn on privacy mode to blur amounts, merchants and account names when someone can see your screen. Click the eye beside the Finly Money logo, tap the eye in the top bar on a phone, or press Alt Shift P (⌥⇧P on a Mac).
How do I manage emails and text messages?
Go to Settings, Profile. Reminders sets which heads-ups you get, Weekly check-in how your Wednesday look at last week reaches you, Text messages sets up texts and texting Finn, and Emails turns tips and news on or off. Reply STOP to any text to stop all texts.
How do I turn on two-step verification?
Go to Settings, Profile, Security and choose Set up two-step verification. Scan the code with an authenticator app, enter the 6-digit code, then save your backup codes. After that, signing in asks for a code unless you've trusted the device.
How do I update my name, phone or password?
Go to Settings, Profile. Change your name under Your details and choose Save. Change or set your password under Security. To change the email you sign in with, or a verified phone number, contact our team.
How does Finly Money keep my data safe?
Connections are read-only and go through Plaid, Flinks or SnapTrade, so your bank password never reaches us and nobody can move money. Connection keys are stored encrypted, statement files are deleted once read, and you can disconnect or delete your data any time.
What is the weekly check-in?
Every Wednesday, a short look at your last week: what you spent, what stood out and what's coming up. It comes by email, or by text instead on Thrive and Thrive Duo, and quiet weeks are skipped. Reply WEEKLY OFF to stop check-in texts.
I didn't get my sign-in email. What can I do?
Check your spam and junk folders for an email titled "Sign in to FinlyWealth", and use the link within 5 minutes: each one works once. Still stuck? Sign in with your password, or email support@finlywealth.com from your account's address and we can send you a one-time sign-in link.
How do I see and sign out the devices I'm signed in on?
Go to Settings, Profile, Security and look under Signed-in devices. Every device your account is signed in on is listed. Choose Sign out beside any other device, or Sign out everywhere else to keep only the one you're using.
Still need help?
Our team answers every request, usually within 1–2 business days.