​Use of your personal information and data

WealthViewer does not and will not sell or rent your personal information data to any third party. WealthViewer does not and will not use your personal information or data to advertise to you.

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You control your data

WealthViewer provides you clear visibility and plain English explanations about the data you're providing and for what purpose.

 

WealthViewer enables you to choose what financial data you provide to WealthViewer

WealthViewer offers you the opportunity to connect to brokers and display bank balances through open banking connections, which for Australian users have been authorised by the Australian Competition and Consumer Commission (ACCC) and the Office of the Australian Information Commissioner (OAIC). Connecting to brokers on banks is not a requirement to use WealthViewer and you may choose to manually provide portfolio transaction history or bank balances. WealthViewer is still able to provide you with a live pricing of assets without connecting to your portfolios.

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New Zealand specific integrations have been independently certified as compliant with ISO 27001:2022, a global standard for information security management.

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Because you're in control, you can change or revoke connections at any time.

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Data with a purpose, no extras 

WealthViewer only requests access to data that will support you in visualising your wealth. If it doesn't help you visualise your wealth, we wont request it.

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Secure cloud infrastructure and encryption

We use modern cloud services to leverage world leading infrastructure and security controls. We use modern encryption standards like AES 256 and TLS to keep your data safe and private.

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WealthViewer utilises secure connections

When connecting to banks and other financial institutions where possible, WealthViewer authenticates using OAuth. OAuth is a widely adopted industry standard authorisation framework that allows you to consent to an application interacting with another on your behalf without using login credentials.

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Not all intuitions support OAuth access. In these cases, WealthViewer can only facilitate the connection using account credentials. These credentials are never stored.

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The full privacy policy

If you're interested in reading our full privacy policy, you can find it here.​​