We're committed to keeping your data safe

When you use one of our offerings, you trust us with your personal and professional financial information. We help safeguard that data and protect your privacy by using industry-leading technology and practices.

We believe in your right to privacy

We use the data you share with us to help you reach your financial goals while giving you choices on how we collect and share it. You also have the power to download, update, and delete your data right from your lionsol Account without having to call or email us.

Tips for staying safe online

It’s pretty common to share your information with online services these days. Our online security center has expert tips for keeping your business, personal info, and computer safe as you live your life online.

Putting your data to good use

We work to create innovative ways to put your data to use while protecting your privacy. The information you share with us through any of our offerings, minus your TurboTax tax preparation data, gets saved to your single lionsol Account. Having your data in one place helps us do things like show you insights about your financial situation, or know when you might like to connect with a live expert.

Privacy and security actions