Client Data Visibility

Seated Clients — What You See

Seated clients are managed under your practice subscription. You entered their data on their behalf, or they use a seat you've assigned to them. You have full visibility into everything recorded for their account.

Data That Is Never Visible

Regardless of connection type, you never see:

• Client account passwords
• Client's personal notification preferences
• Any data the client has explicitly marked private (if the privacy toggle is available)

Data Freshness

For connected clients, the data you see is only as current as what the client has entered. If a client hasn't updated their policy snapshot in 8 months, you'll see 8-month-old cash value numbers. The profile header shows the "Last Updated" date so you always know how fresh the data is.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.