6-point security & privacy promise

6-point security & privacy promise

Here’s how Truthifi® prioritizes your privacy.

Here’s how Truthifi® prioritizes your privacy.

We’ll never share or sell your data.

We don’t see or store sensitive information.

We only retrieve transaction & holdings data.

We have read-only access.

We don’t have any conflicts of interest.

We’ll delete your data on-demand.

Truthifi®’s 6-Point Promise to You:

Never for sale.

Never for sale.

We believe that your data belongs to you—not your broker, not your advisor, and not us. We’ll never sell it or share it with anyone.

We believe that your data belongs to you—not your broker, not your advisor, and not us. We’ll never sell it or share it with anyone.

Learn more

Nothing personal.

Nothing personal.

Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing logins or personal information.

Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing logins or personal information.

Learn more

Read-only access.

Read-only access.

Since Truthifi isn’t a trading app, we can’t conduct transactions, period. All we do is scan, analyze, and report on the data we retrieve.

Since Truthifi isn’t a trading app, we can’t conduct transactions, period. All we do is scan, analyze, and report on the data we retrieve.

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Need-to-know.

Need-to-know.

When you link accounts to Truthifi, we only retrieve your holdings and transactions data—that’s it. We don’t need anything else.

When you link accounts to Truthifi, we only retrieve your holdings and transactions data—that’s it. We don’t need anything else.

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No conflicts of interest.

No conflicts of interest.

We don’t sell investment products or advice—just the truth. Since we don’t have “skin in the game,” we’re a reliable source for transparency.

We don’t sell investment products or advice—just the truth. Since we don’t have “skin in the game,” we’re a reliable source for transparency.

Learn more

On-demand deletion.

On-demand deletion.

If you ever want to stop monitoring and end your Truthifi membership, we’ll purge your data from our system on request.

If you ever want to stop monitoring and end your Truthifi membership, we’ll purge your data from our system on request.

Learn more

Point #1

Point #1

We’ll never share or sell your data.

We’ll never share or sell your data.

At Truthifi, we believe that your data belongs to you—not your broker, not your advisor, and not us. That’s why we guarantee that we’ll never share or sell your data. Instead, it will stay protected and anonymous.

At Truthifi, we believe that your data belongs to you—not your broker, not your advisor, and not us. That’s why we guarantee that we’ll never share or sell your data. Instead, it will stay protected and anonymous.

Point #2

Point #2

We don’t see or store sensitive info.

We don’t see or store sensitive info.

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

Point #3

Point #3

We have read-only access.

We have read-only access.

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

Point #4

Point #4

We only see transactions & holdings

We only see transactions & holdings

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

Point #5

Point #5

We have no conflicts of interest.

We have no conflicts of interest.

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

Point #6

Point #6

We’ll delete your data on-demand.

We’ll delete your data on-demand.

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

When you link accounts to Truthifi, we retrieve your holdings and transactions data—that’s it. Thanks to industry-leading data aggregators, we can analyze your investments without ever seeing your login credentials or personal information.

What our customers are saying

  • Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…"

    MARCO S

  • Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi."

    MIKE M

  • Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process."

    CRAIG B

  • So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”

    KIM D

  • I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.

    TED S

  • I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…"

    REGINA W

  • ...For years I have asked for detail and clarity on the fees that I pay... With Truthifi I have at my fingertips more details and categorization than I have ever had.”

    KIM D

  • Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…"

    MARCO S

  • Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi."

    MIKE M

  • Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process."

    CRAIG B

  • So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”

    KIM D

  • I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.

    TED S

  • I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…"

    REGINA W

  • ...For years I have asked for detail and clarity on the fees that I pay... With Truthifi I have at my fingertips more details and categorization than I have ever had.”

    KIM D

  • Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions, I highly recommend it…"

    MARCO S

  • Truthifi allows me to cut through the noise, providing a single source of truth for how all my assets and managers are performing. I simply trust Truthifi."

    MIKE M

  • Since signing up for Truthifi I have become far more knowledgeable about the allocation of my assets, my investment returns and the costs associated with the management process."

    CRAIG B

  • So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”

    KIM D

  • I use Truthifi to see all my investments in one place, compare fees and performance, and sleep better at night knowing the truth about my portfolio.

    TED S

  • I am so happy with my Truthifi account- I can easily see all my money in one place… finally… and I know what’s going on with hidden fees, this is a game changer that we all deserve…"

    REGINA W

  • ...For years I have asked for detail and clarity on the fees that I pay... With Truthifi I have at my fingertips more details and categorization than I have ever had.”

    KIM D

Frequently asked questions

We're not here to sell you financial products or make investment recommendations.
Our mission is to help you get more out of the good people and great firms in financial services.

How does Truthifi™ protect my data?

How does Truthifi™ protect my data?

How does Truthifi™ protect my data?

Are Truthifi™ systems secure?

Are Truthifi™ systems secure?

Are Truthifi™ systems secure?

Are Truthifi™ connections to my financial source secure?

Are Truthifi™ connections to my financial source secure?

Are Truthifi™ connections to my financial source secure?

Does Truthifi™ see or store investment or banking account credentials?

Does Truthifi™ see or store investment or banking account credentials?

Does Truthifi™ see or store investment or banking account credentials?

Can Truthifi™ process transactions on my accounts?

Can Truthifi™ process transactions on my accounts?

Can Truthifi™ process transactions on my accounts?

Can I request to have my data deleted?

Can I request to have my data deleted?

Can I request to have my data deleted?

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

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© 2025 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

features

Map Map

Statement

© 2025 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

features

Map Map

Statement

© 2025 Truthifi, Inc. All Rights Reserved.