Finance

About Finance

Help your clients create a complete view of their financial accounts using the Finance category. The Finance category is where clients can keep important information related to their finances. The Finance category suggests tiles for bank accounts, credit cards, investment accounts, and loans for each person added to the client’s Trustworthy account. The client can also add additional subcategories if needed.

Adding Details

When a user clicks on the “Add more +” button in the upper right-hand corner, they have the option of adding the information manually for each tile or using a very common, industry-leading financial API called Plaid to import financial information.

What does Plaid do?

Plaid acts as a secure intermediary between Trustworthy and your client’s bank.

Step-by-step workflow

Whether your client chooses to add their information manually or using Plaid, they’ll see the step-by-step workflow on the left side of the screen and Trustworthy will automatically add the logo, website URL, and phone number to the details page for each financial institution automatically.

Suggestion

If clients have online banking access, they add the username and password to the “notes” section for their convenience as well as for their loved ones.