The company is PCI SAQ-A v3.2.1 compliant, which means we follow strict industry standards for handling card data 🔒
We do not store your credit card details in-house
Your card is tokenized and securely stored in a third-party PCI-compliant vault
No one at the company can view, use, or manipulate your card information.
Can I input my own payment or credit card details?
✅ Yes. While most account and transaction details are entered by your financial advisor for you to review and approve, you can input your own payment or credit card information directly through our PCI-compliant payment page and in the mobile app.
If you have any doubts or need help accessing the payment page, feel free to reach out to your advisor or our support team.