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Frequently Asked Questions

How do I connect my bank accounts?

After logging in, go to your Dashboard and click 'Connect Bank'. You'll be guided through a secure connection flow powered by Teller.io. The process takes about 2 minutes.

Is my bank data safe?

Yes. Helm uses read-only access — we can never move money or make changes to your accounts. Your bank credentials are never stored by Helm. See our Security page for full details.

How does the weekly AI briefing work?

Every Monday, Helm analyzes your accounts, spending patterns, and debt situation to generate a plain-English briefing with specific action items for the week.

Can I cancel my subscription?

Yes, you can cancel anytime from your account settings. Your access continues until the end of your current billing period.

What banks are supported?

Helm supports 10,000+ financial institutions in the US via Teller.io, including all major banks and credit unions.

How do I reset my password?

Click 'Forgot password?' on the login page. If you signed up with Google, use the 'Continue with Google' option instead.