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How does Peek connect to my financial institutions?
How does Peek connect to my financial institutions?

Peek securely connects to your financial institutions through trusted partners like Plaid, Flanks & SnapTrade. We use read-only access, bank-level encryption & never store your login credentials.

Jeff Min avatar
Written by Jeff Min
Updated over a week ago

We understand that connecting your financial accounts requires the utmost confidence in our security measures. We've partnered with a network of highly reputable and seasoned industry leaders to ensure the safety and privacy of your financial data.

Our Trusted Partners

We leverage the expertise of several renowned financial data aggregators, including:

  • Plaid: A widely recognized platform connecting thousands of apps and services to financial institutions across the globe. Plaid employs robust security practices, including bank-level encryption, multi-factor authentication, and continuous monitoring.

  • Flanks: A leading European open banking platform enabling secure and seamless access to financial data. Flanks adheres to strict regulatory standards and implements advanced security measures like data anonymization and role-based access control.

  • SnapTrade: A secure platform specializing in brokerage account connectivity. SnapTrade prioritizes the protection of sensitive investment data through encryption, secure data centers, and regular security audits.

Industry-Standard Security Practices

Our partners adhere to rigorous security standards and certifications, providing you with peace of mind:

  • SOC 2 Type 2 Compliance: Many of our partners undergo regular SOC 2 Type 2 audits, validating their commitment to maintaining strong internal controls and data security practices.

  • ISO 27001 Certification: This internationally recognized standard ensures that our partners have implemented a comprehensive information security management system (ISMS) to protect your data.

  • Encryption and Tokenization: Your sensitive data is encrypted both in transit and at rest, and tokenization is used to replace sensitive information with unique identifiers, adding an extra layer of security.

Peek's Commitment to Your Security

  • Read-Only Access: We only request read-only access to your financial data, meaning we cannot initiate any transactions or move your money.

    • Most modern financial institutions will send you a two factor authentication (2FA) for write access that involves moving your money around.

  • No Storage of Credentials: Your login credentials are never stored on our servers.

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