How secure is the data I enter into Elements?

Abby Morton
Abby Morton
  • Updated

Your financial information is safe and secure with Elements.

We built Elements founded on the principle that you have a right to the privacy and security of your financial information — you should get to decide where, how, and with whom it’s shared. Because of that, Elements is built with privacy and security from the ground up.


Elements helps you safely connect your financial accounts via “data aggregation” in order to give you a complete view of your financial situation. We use a third-party provider to provide this service.


We don’t share your personal information, and we don’t sell or rent it to outside companies. See our privacy policy for more details:



Encryption protects your data while using Elements. Data on the device is encrypted the moment you lock your phone using industry standard storage encryption. It’s also encrypted anytime it’s sent between your device and our servers. Our storage and data sharing APIs in the cloud are built on secure and industry standard Amazon Web Services (AWS) infrastructure. Related documents are encrypted in transit and at rest. Elements has been 100% designed to be a safe repository for highly sensitive documents with all kinds of personally identifiable information.


When you connect a financial account to Elements, our third party provider helps keep your data safe and private with best-in-class encryption protocols like the Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS). This is the highest level of encryption currently available today. Additionally, to help ensure secure account connections, multi-factor authentication (MFA) is supported as an extra security step.


SOC 2 Compliance

Elements engages a PCAOB independent auditor to conduct a report on our system of controls related to information security. Elements earned a SOC 2 Type 2 Report under AICPA standards. This means that an independent auditor has examined our systems and controls for the security, confidentiality, processing integrity, availability, uptime, and continuity of your data.


A SOC audit confirms that the systems and controls related to data security at Elements are suitably designed and operating effectively to achieve their outcomes of ensuring safe, secure, and reliable transmission, storage and processing of data.


More highlights on data security:

  • Around-the-clock monitoring, automated alerts, and a 24/7 on-call team helps Elements quickly respond to and resolve any potential issues, so you can be confident your information is secure.

  • We employ user access reviews of network and application accounts on a regular basis to ensure appropriate access is always maintained.

  • Independent security testing helps us continuously improve. We hire trusted security researchers to regularly perform rigorous penetration tests to regularly audit our cloud APIs, security controls and mobile app to help us identify and protect against any potential security issues.

  • Elements is not a “transactional” platform. Unlike online banking or trading portals, your money cannot be moved, withdrawn or accessed in Elements.

You can send the attached PDF to your clients who ask about security with Elements. 

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