Finacncial Data Project

We’re recruiting qualified U.S.-based contributors for a financial data project. The project involves providing anonymized financial documents and data exports from accounts you already use.

Important: Limited Availability

This project is limited to the first 2,500 approved tasks, and there are multiple vendors submitting contributors for the program.

Because spots may fill quickly, this is a time-sensitive opportunity. If you are interested, we recommend completing signup and onboarding as soon as possible.

Payout: $275 Per Approved Contributor

Contributors who complete all requirements and receive Final Approval will be paid $275 for their completed dataset.

Payment terms: Net 30 after the closure of project. Project ends when 2500 submissions are approved, estimated to take no longer than two weeks.

Privacy & Security

Your raw financial information is NOT uploaded to the platform.

You can use a free provided tool from the client on your own device to redact all personal and financial identifiers or use your own process/program to redact before uploading anything. Only clean, redacted anonymous files are submitted. Full instructions on how to do this will be provided.

You will NEVER provide account passwords or credentials, and live access to your financial accounts is not collected.

Documents & Data Required

Each contributor must provide:

1. Financial app exports from all 5 required categories

At least one export from each category:

• Banking & Neobanks – Chase, Bank of America, Capital One, Wells Fargo, Citi, PNC, US Bank, Ally, etc.
• Credit Cards – Chase, Capital One, American Express, Discover, Citi, Apple Card, etc.
• Payments / P2P / Wallets – PayPal, Venmo, Cash App, Google Pay, Wise, etc.
• Credit Score – Experian, Equifax, TransUnion, myFICO, or AnnualCreditReport.com.
• Tax Filing – TurboTax, H&R Block, IRS.gov, TaxSlayer, FreeTaxUSA, TaxAct, etc.

2. At least 2 additional financial apps

At least four additional apps from categories such as:

• Investing & brokerage
• Crypto & digital assets
• Lending / BNPL
• Student loans
• Mortgage / home
• Insurance
• Payroll / income
• Retirement / 401(k)

3. Two self-created financial documents

You must also provide two financial artifacts that you personally created, such as:

• Budget spreadsheet
• Tax workbook
• Net-worth tracker
• Debt tracker
• Other similar financial planning spreadsheets or documents

These can come from Google Drive or a similar personal storage platform.

This results in a minimum of 9 financial app exports total.

Important Data Requirements

• You must be a U.S. resident and 18+.
• The financial information must be your own real data.
• The newest transaction must be within 60 days of submission.
• Historical data should cover the period available in your account, typically 1–7 years. (1 year minimum)
• Generated files, scraped data, account credentials, and live data feeds are not accepted.

Approval & Payment

Your submission will go through quality checks and final human review. If something needs to be corrected, you will have the opportunity to re-export or re-run the redaction process.

Partial, rejected, duplicate, or incomplete submissions do not qualify for payment.

$50 Referral Opportunity

If you know someone who would qualify for this project and was not included in this initial email, you can refer them.

You will receive a $50 referral fee for each person you refer that successfully completes the project and receives Final Approval.

For the referral to qualify, the person you refer must list your name as the person who referred them when they sign up.

The $50 referral fee is in addition to the contributor's $275 project task payout. No Limit on referrals!

If you are interested in participating, please complete the signup and onboarding process as soon as possible. There are only 2,500 available tasks across all participating vendors, and availability is first-come, first-qualified.

Click on the following link to register and begin the signup process!

https://docs.google.com/forms/d/e/1FAIpQLSfIDp7JrRIzov86pPaJoR2-BApOVfo43rAJHXfDHa1MmopN5Q/viewform?usp=sharing&ouid=114077180797826879613

After registration, you will be sent a contract via Docusign that will have an NDA and SOW for the project. After your contract is signed, you will get another email with project details, a Slack invite and instructions.

Thank you and we hope to see you on this project!

Pay: $275.00 per day

Benefits:

• Referral program

Work Location: Remote