Read-only, and yours
to switch off.
You give Steerplan permission inside your own bank’s app. It can read your balances and transactions, and you can take that permission back whenever you like.
FCA-registered
Steerplan Ltd is on the FCA register as a PSD Agent of Yapily Connect Ltd (FRN 827001), working under Yapily’s FCA authorisation to read account information.
Check the FCA registerWhat Steerplan can do, and what it can’t
Can
- See your balances
- See your transactions: dates, amounts, and who you paid or who paid you
- See your account names and types
Can’t
- See your bank login or password
- Make a payment. Its permission covers reading accounts only.
- See anything in your Google account beyond your name and email
How your data travels
- 1
You say yes at your bank
In your bank’s own app or website. Steerplan never sees your login.
- 2
Yapily passes it on
Yapily, an FCA-authorised provider, sends your account information to Steerplan.
- 3
Stored encrypted in London
On Amazon Web Services in London, encrypted with AES-256.
- 4
You ask, Steerplan answers
Your balances and transactions power your Overview and the answers in chat.
Your controls
End access
Disconnect a bank in Steerplan, or with your bank, at any time.
Manage connectionsDelete your account
Closes your account and asks your banks to stop sharing.
Delete your accountExport your data
Download a copy of what Steerplan holds, under UK GDPR.
Go to SettingsCookie settings
Analytics run only with your OK.
Signing in
You can create your Steerplan account and sign in with your email address, your Apple ID or your Google account.
When you choose “Sign in with Google”, Steerplan receives only your name and email address from Google, and uses them only to create and secure your account. Steerplan does not access your Gmail, your Google contacts, your files or any other Google data, and never posts or acts on your behalf. How we handle your data is set out in our Privacy Policy.
Found a security problem? Email security@steerplan.com.
