Is My Data Secure?
Overview
Yes — Mezzi uses bank-level encryption and secure data providers like Plaid, Finicity, & Snaptrade.
You may also find this interview about Plaid’s security helpful, as it explains how account connections and data security work. We never see or store your bank or brokerage login credentials. Any authentication is handled securely through Plaid or our other aggregators, and your credentials are never shared with us.
If you’d prefer not to connect accounts, you can also add holdings manually and use Mezzi that way.
🔐 Security Standards
• Encrypted connections
• Read-only access
• No ability to move funds
• Enterprise AI models
We do not have the ability to trade or transfer funds from your accounts.
🗨 Still Have Questions?
Email help@mezzi.com.