When we started Trim, the first data we stored were our own transaction histories. Next came transaction data from our closest friends and family. As you can imagine, we care a lot about keeping these crown jewels safe. We built our security systems so that people we know and love would entrust us with their data. We'll apply exactly the same standards to yours.

As a Trim member, you put your trust in us, and we value that trust. We maintain high security standards to keep your data safe, and we never sell your data. Our security details:

  • We use Plaid to securely connect to more than 15,000 financial institutions across the U.S. During the registration process, you will be asked to enter your online banking credentials. These credentials never touch our servers, nor are they stored by us in any way. Your credentials are sent through Plaid to your bank or credit card provider. Plaid then sends back an encrypted token to us. This token provides read-only access to your transaction data. You can revoke this access token at any time by disconnecting your financial institution or deleting your account.
  • We use 256-bit SSL encryption for our website and all server-side databases. If you sign up to get notifications via SMS, we will require you to set up two-factor authentication when you register for Trim. We will require you to confirm your identity using two-factor authentication for any sign-in using a new device or if your security token has expired.
  • We host our servers securely using Amazon Web Services (AWS), a secure online data storage and hosting service that is used by the Department of Defense and NASA. Your data on our servers is not accessible to or used by any other party.
  • We securely store especially sensitive data using a third-party vaulting and tokenization service, VGS. VGS safely stores this data in the VGS Vault, a segregated secure database that they've designed from the ground up.
  • Additionally, we do not sell your data or use it in any way without your permission; we only use it to provide Trim’s services to you.
Please contact us at if you have any questions.