So glad you're here!

Let's get your questions answered.

 
 
 
What do you need to get started?
All you need is a cell phone. Text the word "Hello" to 1-818-806-6070 and follow the steps to verify your accounts.
Is this an investment platform?
No, TRUSTe is not currently an investment platform. We aggregate your financial accounts, calculate the data and generate easy to read reports. 
End User Agreement
To close your account, you'll need to text the word "Close" followed by "Stop"in your thread. Your account will be paused and you will no longer be able to access your immediately. Even if you still have days left in the monthly service. You can text "Start" at any time to resume your remaining days. Note that all of your data lives on your phone and not in our database. Once your account is closed you can reopen your account at any time by texting the word "Start". If your payment method is invalid you will be instructed the enter new card details. 
 
 
 
 
 
 
How do I log in?
There is no online portal to log into or passwords. We work through the security of text messages and encrypted web links.
What information do I need to log in?
We don't use traditional methods of logging in. All you need is a cell phone number and we'll do everything else.
Can I login through the web and mobile (cell phone)?
There is no logging in required when using TRUSTe. Simply text "view" to 818-806-6070 to review your reports. 
How do I delete/cancel my account?
Text "Close" to 818-806-6070 and read the disclaimer. Remember once you've closed your account, we do not credit lost days and you'll to pay again if you'd like to reactive your account. Be sure to cancel at the end of your month avoid payment confusion.
Can a "Share" be removed?
Yes. You can remove a "Share" at any time in your account. You remove them at the bottom of any online report. Click the link within your text report to access.
How do I limit or give access to an "Share"?
Once you've given access to a "Share", they will have complete access to the same information you have. You can not limit what they see. Text "Share" to 818-806-6070 to give someone access to your reports.
Email us at 818-806-6070 and we will assist you. 

Text the following parenthetical at any time to perform the action described.

Text (Go) to start a new TRUSTe account and link the accounts you'd like KPI's to share. 

Text (Who) to view all snapshots options from the accounts you have connected to your TRUSTe account.

Text (Share) to give snapshot access to your key players.

Text (Connect) to add bank account to your TRUSTe account. You can text (Share) to give access to these accounts.

Text (Pay) to add your TRUSTe payment method through Stripe. 

Text (Invite) to Share TRUSTe with someone you'd like to use TRUSTe for their own business.

Text (Auto) to turn on/off daily automatic KPI updates for this week.

Text (Close) to close your account and unsubscribe.

Text (Control) to customize when you receive your reports.

 
 
 
 
How much is TRUSTe?
Please review our simple and flat pricing structure on our price page.
How often are payments withdrawn?
The account owner is charged on the day they sign up based our price structure. Accounts are charged on a rolling 30 day cycle.
 
 
Which accounts can I use?
You can attach Square, Quickbooks, Stripe, and any bank account supported by Plaid. We are constantly considering new accounts types to partner with to support your financial reports.
How do I remove account?
Email us at 818-806-6070 and we will assist you. 
Privacy
Your privacy is the most important part of our business. Our equations use the accessed accounts to produce summaries that are only visible to the cell phone that pulled the data. Once the report is calculated and sent to the customer, our AWS server automatically discards the data. The data lives on the users phone in their text thread until they decide to delete the thread on their own.
 
Reading Reports
What do the red highlights mean?
Red quickly signals you that the calculated number from the current period is less than the calculated year-over-year on income based lines, and also signals you that your calculated expense lines are more than your calculated year-over-year.
Can I see my report at any time?
Yes, your reports uses a special secure link that never entires. Search your text message reports and click the link in the report you want to review, or copy and paste it to view on your desktop.
How can my key players see my reports?
Simply text the word "Share" in your text thread and add your key players phone numbers. They will have free access to your reports for as long as you allow. They can even control the times and days when they receive your reports. For one time sharing, simply send them the secure link from the specific report you'd like to share.
CONTROL
What does "Simple View" mean?
Click on "Simple View" to set the time and dates of when you'll receive your reports in its entirety. Including all bundles and it's contents that you've created.
What does "Bundles List" means?
"Bundle List" will allows you to receive a specific part of a bundle on time and days you choose. For example, you can receive just your calculated Quickbooks report separate from the bundle on time and days you choose.
 
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