Privacy Policy

Last Updated: October 9, 2026

1. Information We Collect

We collect personal and financial information you provide to us when you register for an account, link your financial accounts, or use our services. This may include your name, email address, Social Security number, and transaction history.

2. Protection of Financial Data

We use bank-level encryption and security measures to protect your sensitive financial data. We do not store your banking credentials on our servers. All financial data is transmitted securely and handled in compliance with industry standards.

3. Use of Cookies

We use cookies and similar tracking technologies to track the activity on our Platform and hold certain information. Cookies are files with small amounts of data which may include an anonymous unique identifier.

4. How We Use Your Information

We use the information we collect to provide, maintain, and improve our services, process transactions, communicate with you, and comply with legal and regulatory obligations.

5. Information Sharing and Disclosure

We do not sell your personal information. We may share your information with trusted third-party service providers who assist us in operating our Platform, conducting our business, or serving our users.

6. Regulatory Compliance

We process personal data in accordance with applicable data protection laws and financial regulations, including the Gramm-Leach-Bliley Act (GLBA) and relevant state privacy laws.