Goodbye Budget. Hello Surplus.
Automate your savings strategy in 3 Steps.
LINK YOUR BANK ACCOUNTS
SELECT A SAVING PLAN
SAVE YOUR SURPLUS
Accounts At Multiple Institutions?
Control them all with Investii's intuitive interface.
At Investii, Security Is Everything.
Control your finances with confidence.
Data Protection
It's your information. We keep it that way.
Securing Your Data at Rest
We encrypt every single personally identifiable field in the database, including your name and email address. The only person who can see your sensitive information is you.
Securing Your Data In-Transit
All communication between you, Investii, and your connected accounts are encrypted via a Secure Sockets Layer (SSL). We require SSL on all communications.
Secure Bank Authentication
Connecting your bank can be scary, so we partnered with the best.
Plaid is used by top-rated finance apps like Venmo, Robinhood, and Acorns.
We Don't Store Your Credentials
Your bank accounts are securely connected to ensure that your credentials are never exposed.
Multi-Factor Authentication
We always send a secure message to your cell phone to make sure it's you logging in.
Only You Can Move Your Money
We combine security with simplicity when it comes moving money.
All Fund Transfers Are Tracked
You can view a monthly fund transfer transaction report to make sure it was you who moved your money.
24/7 Customer Support
If you ever have issues with your Investii account, our support team is available around the clock to assist you.
Still curious?
About Investii
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