How does CREB protect my information?

October 27, 2026

Protecting your money starts with protecting your information.

  • Encryption: your data is encrypted when it's sent and when it's stored. [CONFIRM: encryption standards]
  • Plaid: identity and bank connections run through Plaid. CREB doesn't store your online banking password.
  • Access controls: only authorized staff can access investor data, for the purpose of serving your account.
  • Privacy: we don't sell your personal information. See our privacy policy.

CREB will never ask for your password by phone or email. See what to do if you notice suspicious activity.