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Privacy Policy
What We Collect
- Account data: name, email, organization (institutions), role
- Usage data: pages, features used, timestamps, device info
- Connected accounts (optional): read-only portfolio/holding metadata from E*TRADE or other services you connect
- Support communications
How We Use Data
- Provide and improve the Service
- Configure agents, dashboards, and reports
- Security, fraud prevention, and diagnostics
- Legal compliance and recordkeeping
- With consent, product updates or onboarding
Sharing
Vendors/Processors who support hosting, analytics, or support (under contract)
Compliance/Legal when required by law
We do not sell personal information. We do not share cross-context behavioral advertising.
Cookies & Tracking
We use essential and analytics cookies. You can adjust preferences in your browser.
Data Security
Commercially reasonable measures. No method is 100% secure
Data Retention
Keep as long as needed to provide the Service and meet legal obligations.
You may request deletion as permitted by law.
Your Rights
- Access, correction, deletion (subject to law)
- Opt-out of non-essential emails
- California (CPRA): right to know, delete, correct; no selling/sharing
- EEA/UK (GDPR): rights to access, rectify, erase, restrict, port, object
International Transfers
If data is transferred across borders, we use appropriate safeguards
Changes
We’ll post updates with a new “Last update” date.
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