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Security and trust

Trust comes from structure,not from reassurance.

How Selfinancial handles your financial information, what permissions actually mean, and what this website will never ask you for.

Three principles

How accessactually works.

You grant every permission

Account connections are authorised through your own institution. Professional access is granted by you, scoped by you, and revocable by you.

Visibility is not control

Granting someone the ability to see your financial information never grants them the ability to move your money.

Systems are separated

The public engagement system that powers this website is separated from the core financial database. This site holds no financial records.

What this website will never do

  • This website never asks for your banking credentials.

  • This website never asks for card numbers, account numbers, or one-time passcodes.

  • Financial login happens only inside the protected Selfinancial application.

  • We do not publish a claim about licences, partners, speed, or savings that we cannot substantiate.

  • We do not present a roadmap capability as an available product.

Our claims policy

If we cannotsubstantiate it, we do not publish it.

Trust in financial services is built by being accurate about what is real, not by sounding confident. That constraint shapes every page on this site.

Reporting a security concern

If you believe you have found a security issue affecting this website or the Selfinancial platform, please write to security@selfinancial.co. Include enough detail for us to reproduce the issue, and please do not test against other people's accounts.

Answers, not slogans

Questions people ask before they trust a financial product.

Credentials

Will Selfinancial ever ask for my bank password?

Not on this website, ever. Account connections are authorised through your institution's own Open Finance flow. If anything claiming to be Selfinancial asks for banking credentials by email or on a marketing page, it is not us.

Professionals

What can a financial professional actually do?

Only what you permit: view the accounts and categories you share, comment, and prepare guidance. They cannot move your money, and you can withdraw their access at any time without asking them.

Regulation

Is Selfinancial regulated?

Regulatory status differs by country and by service. Where a regulated service is involved, we will state plainly which entity provides it and under which permissions, before you use it. We do not make blanket licensing claims.

Data

What happens to my data if I leave?

Data-retention and deletion terms will be published in full alongside the product. We are not going to summarise them loosely here before they are final.

Questions abouthow we handle your data?

Ask us directly. We would rather answer a hard question than publish a soft claim.