Aiwyn is secured in a multitude of ways to ensure client information, financial information, and account details are inaccessible to outside entities. We do this through a variety of security measures utilizing financial institutions and secure platforms.
Saved Payment Methods
In order to Save a Payment Method, you must create and sign into a Client Portal User Account
Your payment method is stored through our integration with financial platforms Stripe and Plaid. As such, Aiwyn, your firm, or other Client Portal Users at your company, cannot see, use, or adjust your Saved Payment Method - access to your saved payment method is exclusive to your Client Portal User Account.
Signing into Bank for ACH Payments
For a more secure connection to your bank account, we recommend signing into your online banking account through our Plaid connection. This ensures the correct bank account is connected to for your ACH payments. These online banking details are hidden and inaccessible as they are maintained exclusively through Plaid.
Provide Bank Account and Routing Number for ACH Payments
If you prefer to simply input your Bank Account and Routing Number to make ACH Payments, this is also secure and this information is stored securely through our connection with Stripe. Again these banking details are hidden and inaccessible to outside entities including Aiwyn, Stripe, your firm, or other users.
If you save your Credit/Debit card payment method, the card details are completely hidden and inaccessible to all outside entities as they are maintained through an encrypted connection with Stripe.
Every payment made through Aiwyn will provide your firm with an emailed Payment Receipt. If you are signed into a Client Portal User Account, that user's email will also receive Payment Receipt emails. If you make a payment without signing in, and did not enter a specific email address to receive a receipt during the checkout process, the Billing Contact(s) on file with your firm receive the Payment Receipt email.
Terms of Service
Click Here for Aiwyn's standard Terms of Service.
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