WealthBook Security

At WealthBook, our highest priority is the protection of your personal information and your privacy. We use leading technology, industry best practices, and highly-trained technicians to maintain the highest level of security possible. Specific, rigorous security measures ensure complete data protection at every level, including data storage, network security, data encryption, and much more.

No Financial Transactions within WealthBook

• Financial information in WealthBook is "read-only." Your data is available to you and your trusted professional advisors only for the purpose of making informed business, personal, and estate-related decisions.
• Unlike online banking or credit card accounts, funds cannot be moved into or out of WealthBook.

We are Committed to Protecting Your Privacy

• We minimize the amount of personal information that we collect, and your information is kept private. Your personal information is never shared with a third party.
• Our Privacy Policy, which details information collection and use, is available in the footer of any page at WealthBook.com.

Data is encrypted using bank-level security

WealthBook uses 256-bit level encryption, which is the same bank-level security that your financial institution uses.

Data is secured behind multiple firewalls

The WealthBook network environment features a dual firewall structure. These firewalls, which are maintained by security experts in our data center, provide a barrier between the Internet and the WealthBook application.

Data Security

• All data is stored on servers behind a firewall. A firewall is a device that allows access to certain computer devices only for specific application uses.
• WealthBook uses a combination of hardware-based firewalls, secure network switches, and load-balancing to ensure safe and secure access to the network. These network security measures ensure that WealthBook clients (and only WealthBook clients) have access to the data they need, at the time they need it, and with the level of security the data demands.
• No data resides on computer devices that can be accessed from the Internet. All data physically resides on a computer that is not accessible via the Internet.
• All documents are stored in an encrypted manner that prevents anyone from decrypting the document manually. This means only the authenticated user that has access to the file can decrypt the file via the application.
• The WealthBook platform is based on grid architecture using industry standard commercial hardware and software, designed for redundancy, and secured at the operating system level with restricted logins. These server-centric protection measures allow WealthBook to provide a secure platform that maximizes customer investment and minimizes platform downtime.

Session Expiration

If you do not perform any action for 20 minutes, your WealthBook session is automatically terminated. For security, you are signed out of WealthBook and you must sign in again to continue your WealthBook session.

Intrusion Control

The WealthBook environment is monitored 24/7 using sophisticated intrusion detection technology.

Password Protection

• Every user has a unique user name and password. All passwords are stored in an encrypted format. Only a user knows his or her password.
• If a password is forgotten, a temporary password will be sent to the user via the e-mail address registered in the user’s WealthBook account.
• No one has access to a user’s password. Therefore, it will never be given out over the phone or sent in an e-mail.

VeriSign Secure Site

• All information is transmitted through Secure Socket Layer (SSL), which encrypts the data between the client’s browser and the web server.
• The SSL encryption is 256 bit, and the application cannot be accessed through an unsecured connection.