Have questions? We have answers

What Browser can I use with My Banyan?

We recommend Chrome, Safari or Firefox.

Can I use my smart phone or tablet to do the same as I do on the desktop version?

Yes. But using your desktop or laptop computer will make your work much easier when you want to upload files and enter a lot of information.

What information in My Banyan can I share?

You can share any file or information that you enter into My Banyan with your designated Inner Circle.

How do I access My Banyan

There are two ways - using your browser enter app.mybanyanlife.com and click Sign In from your computer, tablet, or smart phone or creating a bookmark to go directly to My Banyan.

Can I use My Banyan for my business?

Yes. My Banyan also includes a business section where you can store and share information from agreements and stocks to business insurance.

Is there a limit to how many documents I can upload?

There is no limit on how many documents you can upload to My Banyan.

Can I upload any file type?

Yes. You can upload Word documents, Excel documents, PDFs, jpgs, movies and audio files.

Can I print from My Banyan?

Yes. You can print reports from My Banyan.

What is the difference between My Banyan and free storage cloud services such as Dropbox, Google Drive, Microsoft One Drive, iDrive, and others?

The services are a static container and cloud storage system and don't allow the sharing of files. These services are not meant for reminding you of keeping your information current as changes occur in your life.

Is My Banyan secure?

You can trust My Banyan with your most confidential information; we take that trust seriously. Very seriously. The protection of your privacy and information is our first priority. To keep your information, secure My Banyan uses the industry’s most sophisticated encrypted servers. The only people who see your information are you, and those whom you designate. My Banyan operates under the same security and privacy frameworks as major financial institutions and healthcare companies.

Does My Banyan use two-step verification?

Yes, two-step verification is standard security with My Banyan. When you sign in, 2-Step verification ensures your personal information stays private, safe and secure. In addition to your password, 2-Step verification adds a quick second step to verify that it's you. 2-Step verification is a proven way to prevent widespread cyber attacks and keep your information secure.

Where is my information stored?

All your information is stored in the cloud on a secure AWS (Amazon Web Services) platform.

Do you share my personal information?

No – We do not sell or share your information with anyone.

Who has access to my information stored in My Banyan?

Your information is encrypted on our AWS servers and there is no way for us, or anyone, to read or access your information.

If I have a question about My Banyan, who can help?

You can reach out to us via our Contact Us page.

I signed up but have not received my confirmation email or verification code.

Please check your spam folder. You can also request it to be resent to your email. If everything fails, please contact support at help@mybanyanlife.com.