Tara

Tara

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How safe is my personal information with Sequence?
Your data security and privacy is our top priority. Here are some things we do to ensure your account safety: We require HTTPS on all pages, and use HSTS to ensure browsers only ever connect to us...
  1. Getting Started
  2. Privacy & Security
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Do you have fraud detection and alerts?
Yes, without a doubt. Sequence is regulated and insured, and there's nothing we take more seriously than your money, privacy, and security. We'll send you an alert the second we detect suspicious a...
  1. Getting Started
  2. Privacy & Security
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Is my money safe with Sequence?
Sequence is FDIC-ensured and PCI DSS-certified, the highest security standard in banking. Your deposits are insured by the Federal Deposit Insurance Corporation (FDIC) up to $250,000 through Thread...
  1. Getting Started
  2. Privacy & Security
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What is Sequence?
Sequence is your smart money map. Unlike budgeting apps or dashboards, we don’t just show you where your money is. We move it for you.Connect all your accounts - checking, savings, credit cards, in...
  1. Getting Started
  2. Intro to Sequence
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SoFi Invest
What you will be able to do with this connection This connection setup enables two features: Route money into your account (also called “pushing” funds). In this case, you will push to a SoFi sa...
  1. Connections and Integrations
  2. Connecting Investments Accounts
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How do I rename an Income Source account?
To rename an Income Source account just select the account you want to rename, click the 3 dots in the top right corner, and the option to Rename or Delete will be available. 
  1. Using Sequence
  2. Getting Started
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Can I transfer from one Income Source account to another?
Income Source - Income Source account transfers are not available. An Income Source account is meant to be an entry point to the router from external sources. 
  1. Accounts & Transactions
  2. Transfers
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Vanguard
What you will be able to do with this connection This connection setup enables two features: Visibility of total balance. Route money into your account (also called “pushing” funds). Requirements...
  1. Connections and Integrations
  2. Connecting Investments Accounts
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How long do ACH transfers take?
There are three different types of ACH transfers. The cut-off time for ACH Transactions is 3:00 pm ET. If an ACH is originated on a non-business day, the transaction will be considered initiated th...
  1. Accounts & Transactions
  2. Transfers
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How do I delete an Income Source account?
To delete an Income Source account just select the account you want to delete, click the 3 dots in the top right corner, and the option to Rename or Delete will be available. 
  1. Using Sequence
  2. Getting Started
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