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Canopy is an anonymous platform and we strongly recommend to remove personally identifiable information from your bank statements even though Canopy does not read or store any personal data. 

What information should be anonymized?

In general, any personal information should be removed from your statement. We recommend to amend the following: 

  • Name, address and any other personal information. This information is normally on the first page of your statement.
  • Payment beneficiary details found in your transactions. You may wish to omit the names/account number in these cases. 
  • Please do not remove the bank name/branch and account number - we use this to identify your account. You may change the account number to a different value, but please ensure the replaced value is consistent every month. For example, 112345-1 is consistently replaced with abc345-1 every month. 


How can I anonymize the information?

We have evaluated many PDF editors in order to recommend you the most suitable ones. According to the experiences of our customers, a few PDF editor tools have proved to be very useful.

Depending on your operation system, we recommend the following tools:

  • Windows: We recommend PDFdu Text Replace for any text replacements. Additionally, PDF Eraser has proved to be very helpful whenever text passages, e.g. transaction narrations, need to be removed.
  • Mac: Unfortunately, there are very few suitable offline tools for Mac unless you are willing to spend at least USD 100 on an advanced PDF editor. Alternatively, you may use the PDFdu online tool. However, we would like to point out that by using online tools Canopy cannot guarantee security of your data. 


PDFdu PDF Text ReplacePDF EraserA-PDF Text ReplacePDFdu OnlineInfix PDF EditorAcrobat Adobe DC
Supports Mac


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Supports Windows(tick)(tick)(tick)(tick)(tick)(tick)
Stores replacement settings

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Processes multiple replacements simultaneously

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Offline tool available(tick)(tick)(tick)
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PriceUSD 7USD 29.95USD 35FreeUSD 99SGD 20 / mth
Comments
  • Recommended for 
    text replacements 
    i.e. personal information.
  • Removes content only.
  • Trial version leaves a watermark 
    at the top left of page.
  • Tends to struggle with
    complex replacements.
  • Security of data not 
    guaranteed due to third 
    party servers.
  • Only recommended if you 
    are unable to use Windows 
    tools and concerned about 
    the security of online tools.
  • Most comprehensive and allows redaction of information.

LinkLinkLink LinkLinkLink


Instructions

Please find guides for each of the tools here: 


Note that the Text Replacement is case sensitive. 

Anonymous Email Address

We take our clients' privacy very seriously. All clients, especially individuals, are encouraged to communicate with us on anonymous email. We kindly ask you to create an anonymous email address (gmail or the like) with a username which does not personally identify you (e.g. does not include your personal name or company name). For eg. apollo128@gmail.com  

Anonymous User Name 

A Username (Account Name) should ideally contain alphanumeric characters with minimum 6 characters. 

The Username can be the same name in your email address. For eg. apollo128 

Usernames containing the words Canopy, Demo, Test, Trial and Pilot cannot be claimed. 

Usernames cannot be changed once they are created. 


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