Your money is safe with Passiv

If you’re wondering how Passiv keeps your money safe, this is for you.

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Hey, it’s totally normal to have questions.

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It’s a good thing - you’re being diligent with your money!

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Let’s start with the #1 security question we hear…

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Is Passiv safe?

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Here are 3 ways Passiv keeps your money and data safe:

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1. No direct access to your money

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Passiv doesn’t have the ability to move your money. It connects to your brokerage account, but you’re the one who approves all trades. You’re in full control.

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2. Bank-level security

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Your personal data is protected by encryption with the same kind of security banks use. Passiv’s high level of security is SOC 2 certified, so your information is protected.

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3. Secure connections

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Passiv connects to your brokerage account using a secure connection that keeps your information safe. These connections are encrypted, keeping your data secure as it transfers between Passiv and your brokerage.

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Does Passiv share any of my data?

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Nope! Your information is safe with us.

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We treat your data the way we want our data to be treated - with rock-solid security.

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Your data is kept safe and is neither sold or shared with third parties.

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Your personal information is kept private and used only to help manage your investments. Our security system keeps your information secure and confidential.

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What security does Passiv have?

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Passiv has one of the most trusted certifications for data security.

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It’s SOC certified (this stands for Service Organization Control 2), which means we have strong controls in place to protect your data.

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An independent audit put our entire system through its paces, testing every detail to ensure top-level security at every step.

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If you’d like to review our SOC 2 Report, please request a copy by emailing support@passiv.com.

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How does Passiv connect securely to my brokerage accounts? Is my login information saved?

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In many cases, Passiv establishes a secure connection to your brokerage and pulls your information in so you can see it.

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Once you close Passiv, you are automatically logged out and the connection between Passiv and your brokerage is safely disconnected.

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Some brokerages require credentials to be stored and encrypted to securely link and maintain a connection.

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How secure is Passiv in comparison to other portfolio management tools?

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We follow the best industry practices to keep your data and money safe. 

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Passiv never has direct access to your money - you approve all trades.

With multiple layers of protection, Passiv’s security is on par with the most trusted portfolio management tools available.

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What happens if Passiv goes down?

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Passiv is up and running 99% of the time.

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If we ever have routine maintenance planned, you’ll receive an email ahead of time so you’ll know what to expect.

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On the rare occasions that Passiv experiences downtime, your investments and brokerage accounts are safe and unaffected.

You can access your investments through your brokerage directly and make any trades or changes as normal.

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Your information is always secure, even during downtime.

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Click here to check Passiv's current status and see how well it's been running for the last 30 days.

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Is it safe to link multiple brokerage accounts?

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Yes, linking multiple accounts to Passiv is safe. It uses industry-leading encryption and security protocols to protect your financial information. 

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Additionally, Passiv partners with reputable brokerages that adhere to strict regulatory and security standards, ensuring your account data remains secure.

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Is my money insured?

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Any insurance is provided by your brokerage.

Your investments are held by your brokerage, while Passiv just helps manage them. You can check with your brokerage for details on their insurance policies.

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How can I help keep my account secure?

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• Always log out of your account and close the browser when you’re done
• Review login alerts, trade notifications and reports for unusual activity
• Keep your user ID and password private - never share them with anyone
• Avoid accessing your account using public Wi-Fi
• Report unusual activity to your brokerage and us at support@passiv.com

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What if I have more questions?

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If you’re looking for more technical information, please refer to the Security & Data page.

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And if you still have questions, we’d love to answer them for you!

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Reach out to us directly at support@passiv.com and we’ll gladly help you out.

We know how important your money is

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We’re investors, just like you!

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We’re counting on our investments to keep us going (and enjoying life) through retirement.

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To get there, you need to do 2 things:

✓ Keep your money safe

✓ Invest regularly

Passiv helps you do both.

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Join 51,293 investors who’ve made investing easier with Passiv

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Click here to sign up!