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Answers before you connect an account.

These are the questions people usually ask first. If yours is not here, contact us before you connect anything sensitive.

Common questions

How does bank linking work?

Linking runs through Plaid. You sign in with the bank inside Plaid's flow; Nrivana never sees the bank password.

What does Nrivana store?

Encrypted Plaid access tokens plus narrow records such as preferences, audit events, KYC status, tax metadata, and account-closure receipts.

Does Nrivana give advice?

No. We organize information and reminders. We do not give investment, tax, or legal advice.

How do I close my account?

Use the account section in the dashboard. We revoke every linked bank and sign you out. You can still sign in to access your tax documents and relink accounts later.

Still unsure?

Email us with the question. Keep sensitive account values out of the message.

Contact Nrivana