Bank-grade security for the most sensitive paperwork in your life.
Tax returns, 401(k) statements, insurance policies, estate documents — every byte you share with WealthScan is encrypted, logged, and visible only to the advisor you choose.
AES-256 at rest, TLS 1.3 in transit
Your documents are encrypted with the same standard used by banks and the U.S. government. Keys are managed by our cloud provider and never leave the secure enclave.
Reg BI audit trail
Every form save, document upload, and advisor view is timestamped and signed. Your advisor's compliance team gets a defensible record of the entire intake.
SOC 2 controls
We follow SOC 2 Type II controls for access management, change management, and incident response — independently audited annually.
Least-privilege access
Only the advisor you've connected with can see your file. Internal staff cannot read client documents without an explicit, logged break-glass request.
No marketing. No data sale.
We do not sell, license, or monetize your information. Your data is never used to train public AI models.
U.S. data residency
All client documents and intake data are stored in U.S. regions with redundant backups and disaster-recovery testing.
Your rights & our promises
You can request a full export of your data at any time.
You can request permanent deletion of your file at any time.
You always control which advisor sees your information.
We notify you within 72 hours if we ever detect unauthorized access.
Ready to securely complete your profile?
If your advisor sent you here, head to the secure client portal to enter your access code.
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