Business Portal
Privacy by design
The Business Portal does not require an employee or customer login. Financial information entered into the portal stays in the current browser tab and is automatically cleared after inactivity.
What the portal does not collect
- No customer name, email address, phone number, or bank login.
- No credit application, credit score, approval, or lending decision.
- No financial values in page addresses, analytics, or browser history.
Shared computers
Select Start over after each customer. The portal also clears the session after 30 minutes of inactivity. Closing the tab ends the browser session.
Customer transfers
When an employee creates a customer transfer, this browser encrypts the plan before sending it. The temporary transfer service stores only the encrypted package and safe lifecycle information; it does not receive the recovery words, encryption key, or readable financial plan.
The 12 recovery words are shown for 60 seconds and cannot be revealed again. Give the transfer code and recovery words directly to the customer, then select Handoff Complete / Start New Customer to clear the session.