LEGAL & COMPLIANCE
Last Updated: August 28, 2026
We employ enterprise-grade security and strict compliance measures to protect your financial information.
We collect information that you provide directly to us when you create an account, submit forms, or communicate with our support team. This ensures we can deliver personalized and compliant financial services securely.
We process your data to provide, maintain, and improve our services. This includes verifying your identity to prevent fraud, customizing your financial dashboards, and ensuring regulatory compliance with state and federal laws.
| Data Category | Purpose | Legal Basis |
|---|---|---|
| Personal Identifiers | Account creation and identity verification | Contractual necessity |
| Financial History | Risk assessment and service customization | Legitimate interest |
| Usage Analytics | Platform improvement and security monitoring | Consent |
We do not sell your personal data. We only share information with trusted third-party service providers who assist us in operating our platform, conducting business, or servicing you, provided those parties agree to keep this information confidential.
Our operations comply with the General Data Protection Regulation (GDPR) for European residents and the California Consumer Privacy Act (CCPA) for California residents. You maintain the right to access, rectify, or erase your personal data at any time.
You have complete control over how your data is collected and used. We believe in absolute transparency, which is why we provide granular controls for your privacy settings. Review our standard consent protocols below, or adjust your personal preferences to tailor your browsing experience on our platform.
"We use strictly necessary cookies to make our site work securely. We'd also like to set optional analytics cookies to help us improve your experience. We won't set optional cookies unless you enable them. Using this tool will set a cookie on your device to remember your preferences."
Navigating your data rights shouldn't require a law degree. We've translated the essential details regarding how you can access, update, and remove your information into plain English.
You have the right to request a complete copy of the personal information we process. You can submit this request securely through our designated privacy portal or by contacting our data protection officer directly. We provide these records in a clear, accessible format within 30 days.
If you notice inaccuracies in your profile or financial history, you can request an update. Simply log into your dashboard, navigate to account settings, and select 'Update Information', or submit a formal correction request. We prioritize verifying and correcting data promptly.
Yes, you have the 'right to be forgotten' under applicable laws like GDPR and CCPA. However, please note that certain financial regulations mandate that we retain specific transactional records for a required compliance period, even after a deletion request is processed.
Absolutely. This is known as data portability. If you decide to transition your financial services, we will provide your core data in a structured, commonly used, and machine-readable format to ensure a seamless and secure transfer to your new provider.
When resolving disputes on your behalf, we interact with credit bureaus using your authorized data. Your right to access, correct, or restrict processing applies to how we manage your internal file. Bureau-level corrections follow statutory guidelines set by the Fair Credit Reporting Act (FCRA).
Submit a formal data request, manage your preferences, or contact our Data Protection Officer directly.
100 Secure Way, Suite 400
Financial District, NY 10004