We value your privacy

all items

Personal information

PocketSmith works for you without requiring any personally identifiable information from you. Your PocketSmith account is anonymous; set up requires only a username, email and password. PocketSmith does not record your name or address.

Your data is yours. You can remove it anytime you want. When you request to delete your account, your data will be permanently expunged from our servers. However, portions of your data, consisting of aggregate data derived from your Account Information, may remain on our production servers indefinitely.


PocketSmith only stores information about transactions, i.e. the date, amount and description of a transaction.

PocketSmith is a ‘read-only’ service. You can organize and analyze your finances, but you cannot move funds between or out of your accounts using PocketSmith. And neither can anyone else.

Customer Support

We take the security and privacy of your information seriously, and work hard to balance the confidentiality of your information with our ability to provide help when you need it.

If you are subscribed to our Concierge Service or if you open a support ticket for help, our customer support staff may require access to your account to help you out, or diagnose an issue.

If this is required, we use technical and administrative security measures such as firewalls, encryption techniques, and authentication procedures to securely access your information.

Your password is not - and never will be - visible to us, nor retrievable by us. Learn more about security.

Third parties

Our commitment to you:

  • Any information and data you provide is yours and belongs to you.
  • We will not sell or rent your personal information nor identification to third parties.

PocketSmith may anonymise or aggregate financial data and use such data only in a non-personally identifiable manner to provide statistics about the use of PocketSmith to our community. Be assured that such information will never identify you individually.

Merger & Acquisition

Registration Information and Account Information may be transferred to a third party as a result of a sale, acquisition, merger, reorganisation or other transfer involving PocketSmith. PocketSmith specifically reserves the right to transfer Registration and Account Information to a third party in connection with a Transfer. Should such a Transfer occur, we will use our best efforts to require that the new combined entity follow this privacy and security policy with respect to your personal information.

PocketSmith reserves the right to modify this policy at any time, so please review it frequently.

If you have questions, comments, concerns or feedback regarding this Privacy Policy, please send an email to [email protected]

Updated May 5, 2015