Last updated May 10, 2023
When you create an account to use the Services, we collect information about you that you provide to us such as your name, email address, and phone number, and any other data that you provide. We may also collect your payment information.
When you interact with our Services, we automatically collect information about how you access and use our Services such as device, device network, IP address, browser type, and other usage information.
We may collect or infer information about your location.
When you connect your registered account with us to third-party financial institutions via Plaid, we collect your financial information such as your financial institution name, account balance and transaction history.
When you access the Services through a third-party connection or log-in (such as Google), you may allow us to have access to and store information such as your email address.
We may anonymize your personal information and combine it with other anonymous data in order to create anonymized statistics for purposes such as research, marketing, and developing our services. This data would no longer be linked to you.
We do not sell or share your personal information with third parties for marketing or advertising their products without your separate consent.
We may share information with select third party vendors or consultants who provide services to us and require access in order to perform their work. For example, information technology, customer service, website management, analytics, interfacing with third party financial institutions, and other similar services.
We may disclose your information when necessary or appropriate in order to: comply with applicable law and legal processes; respond to requests from public and government authorities, to enforce our Terms of Service, protect our rights, privacy, safety, or property, and/or that of our affiliates, you, or others; and allow us to pursue available remedies or limit the damages that we may sustain.
We use a variety of reasonable physical, technical and organizational safeguards designed to protect your information. However, no method or transmission over the internet or electronic system is completely secure, so there is no guarantee that such data may not be accessed, disclosed, altered, or destroyed in connection with a breach of our physical, technical, organizational, or managerial safeguards.
If you create an account with us, you are responsible for maintaining the confidentiality of your account password and for any activity that occurs under your account. We are not responsible for any loss or damage arising from your failure to maintain the confidentiality of your password. We urge you to change your passwords often, use a combination of letters and numbers, and make sure you are using a secure browser.
We will retain your information for as long as your account is active and/or as needed to comply with applicable legal obligations. We will also retain and use your information as necessary to resolve disputes, protect our users, enforce our agreements, and other necessary business practices.
In order to update or delete your account information, please login to your account, or email us at firstname.lastname@example.org.
The Services are intended for a general audience and not for children under the age of 13. We do not knowingly collect, maintain, or use personal information (as defined by the United States Children’s Online Privacy Protection Act) from children under 13 years of age. If you believe that we might have any such information from a child, please contact us at email@example.com. If we learn that we have collected any personal information from children under 13, we will promptly take steps to delete such information and terminate the child’s account.
If you are a California resident, you have the following choices available to you under the California Consumer Privacy Act (CCPA):
To submit a request to exercise any of these rights, please email us at firstname.lastname@example.org. We will verify your identity before responding to your request.
PO Box 2865
Brentwood, TN 37024