Help Center
How can we help?
Answers to the questions we hear most. Can't find what you need? Contact us.
Getting Started
How do I connect my financial accounts?⌄
Go to your dashboard and click 'Add Account'. Eudos uses Plaid to securely connect to over 12,000 financial institutions. You'll log in to your bank or brokerage — your credentials go directly to Plaid and are never stored by Eudos.
Which institutions does Eudos support?⌄
Eudos connects to over 12,000 financial institutions including all major US banks, brokerages, credit unions, and investment platforms. For anything not supported via Plaid, you can manually add assets and their values.
How long does it take to set up?⌄
Most users finish setup in under 5 minutes. The majority of supported institutions link in under 30 seconds, and your net worth dashboard populates in real time as each account connects.
Is there a free trial?⌄
Yes. All plans include a 14-day free trial and no credit card is required to start. If you choose not to subscribe afterward, your account remains accessible in read-only mode.
Security & Privacy
Can Eudos move money from my accounts?⌄
No. Eudos uses read-only API access wherever technically available. We can view balances and transactions, but we cannot initiate, authorise, or complete any transaction. Your money cannot be moved through Eudos.
How is my data encrypted?⌄
All data stored by Eudos is encrypted at rest using AES-256, and all data in transit is protected using TLS 1.2 or higher. Our infrastructure runs on SOC 2 Type II certified cloud providers.
Does Eudos sell my financial data?⌄
Never. Your financial data belongs to you. We do not sell it, share it for advertising, or use it to build profiles for third parties. Our business model is subscriptions — not data.
What happens to my data if I close my account?⌄
We begin deletion immediately. Account and profile data is deleted within 90 days. Some financial transaction data may be retained for up to 7 years to comply with recordkeeping regulations, after which it is permanently deleted.
Billing & Subscriptions
How does billing work?⌄
Subscriptions are billed monthly or annually depending on your plan, with annual billing offering a reduced monthly rate. Payments are processed securely via Stripe, and you'll receive an emailed receipt for every payment.
Can I cancel at any time?⌄
Yes. Cancel anytime from your account settings with a single click. Cancellation takes effect at the end of your current billing period, and you keep full access until then.
Do you offer refunds?⌄
We do not offer refunds for partial billing periods, except where required by applicable law. If you believe you've been charged in error, contact billing@eudos.com and we'll resolve it promptly.
What happens after my free trial ends?⌄
At the end of your 14-day trial you'll choose a plan. If you don't subscribe, your account moves to read-only mode — you can still view your data but new syncing pauses until you subscribe.
Accounts & Data
How often does my data update?⌄
Connected accounts refresh automatically throughout the day. You can also trigger a manual refresh at any time from the dashboard.
Can I add assets that aren't on Plaid?⌄
Yes. Real estate, private stock, art, collectibles and more can be added manually with a value you control and update whenever you like.
Can I export my data?⌄
Absolutely. You can export your portfolio as CSV or a LLM-friendly markdown file at any time — your data is always yours.