Financial monitoring, secure document storage, and the power of a Trusted Circle to keep your parents and loved ones safe from scams, fraud, and exploitation as they age.
To connect an account, you’ll need the username and password credentials for the corresponding bank. WayWiser uses Plaid to help you make the connection. Plaid’s information security program is designed to meet or exceed industry standards. You can read more about our security protocols here.
The first time you connect an account, you’ll have the ability to manage who has access to financials. You’ll see a list of members in the current circle.
For any future changes to member permissions, you can find it in the general WayWiser member settings.
Alerts are a very important part of maintaining your account; get visibility into the activity of your account.
For each account you connect, customize each alert with a threshold and where you want to receive the alert.
To set alerts:
You can change these alert settings anytime within your financial settings.
To make any changes to the phone number attached to your WayWiser account, please see the waywiser general settings.
After you’ve set up your alerts, you’re ready to monitor the finances.
The main financial tab gives you an overview of the bank account balances you have connected.
You will receive alert notifications based on the channels you selected during onboarding.
When you log into the WayWiser app, your alerts will be displayed in the main Financial tab.
To share an alert with your circle or an individual member of your circle:
WayWiser allows you to share your current bank balance, specific transactions, and alerts. Sharing is an easy way to bring your Circle’s attention to activity on the connected account without having to log into other apps. Sharing allows you to notify other members of how much is available in the account, highlight a specific transaction, and share alerts. Sharing helps bring transparency into your care.
To share an account balance:
To share a transaction:
Knowing is half the battle. Our resource center – Word to the Wise – is filled with expert information to keep your loved ones safe from scams, fraud, and exploitation.