Iqinsio FinanceSkip → demo
  1. 1Account
  2. 2Personal Atlas
  3. 3Banking
  4. 4Priorities
  5. 5Activate
Step 1

Set up your account

Mandatory MFA on every account. Iqinsio Finance never stores your bank credentials — those live with Plaid and your institutions.

MFA is required on every account. Your financial data is encrypted in transit (TLS 1.3) and at rest (AES-256). We never sell your data and never hold your money.

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What you're building

As you complete each step, your configuration takes shape. Iqinsio Finance uses this configuration to allocate every dollar.

Personal Atlas — goals so far
  • 01Pay off high-APR debt
  • 02Build emergency fund (6 months)
  • 03Save for a major goal