How it works
Connect bank accounts
Your account balances and daily transactions are updated automatically every day after you’ve connected an account once.
We let you upload key documents to one central place, encrypting each one.
Share with family and professionals
Onist lets you add your family members and professional contacts, then give them full or partial access to your data and documents.
Secure chat messaging
You can securely chat with anyone you’re connected to, on the go.
See your full net worth
Stop searching through your drawers and folders, don’t worry about remembering the password for each of your different bank accounts. Simply see everything all in one place.
Monitor your transactions
Monitor and track your spending across all of your accounts and spending categories. And your accounts automatically update every time you sign in to show you current information and transactions.
Secure document vault
Store your important documents like a will, insurance policy, house deed, etc. in your secure vault, then share individual files or entire folders with family members and your financial professionals, as needed.
Share parts or all of your financial picture with your spouse or advisors to get your whole family working towards the same financial goals. And get notifications when anyone updates your accounts.
Chat with connections
Use Onist’s chat to discuss a specific transaction with your spouse, review your parent’s account with a sibling, or consider an investment with your advisor. Get your family and professionals working together.
Security and privacy
Keeping your personal and financial data safe is our #1 priority. That’s why we use several layers of protection, from data encryption to de-identification. What does that mean? Find out more here.
Privacy and security mean 2 different things to us
We created a robust security architecture from day one, using industry best practices and a security framework that features layers of data protection to keep your information safe. We make sure that your data is not accessible or readable by hackers, our hosting partners or even our own employees. Learn more