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Join us to link your finances, track spending, forecast savings, and receive AI-driven investment advice.

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Your Privacy Matters

Welcome to [Your App Name]! To provide you with personalized financial insights and services, we need your consent regarding how we handle your data.

1. Data Collection

We collect essential data to power your financial experience. This includes:

  • Bank Account and Investment Data: Accessed securely via Plaid API or similar financial data sources (e.g., transaction history, account balances, investment holdings).
  • Personal Information: (e.g., name, email address) for account creation and communication.
  • Usage Data: How you interact with our platform to improve services.

We do NOT collect data that can identify you outside of our platform, nor do we sell your data to third parties for marketing purposes.

2. How We Use Your Data

Your data is used solely to provide and improve the core services of [Your App Name]:

  • Expense Tracking & Budgeting: Categorize transactions and visualize spending.
  • Savings Forecasting: Analyze your habits to predict future savings.
  • AI-Driven Investment Advice: Generate personalized investment recommendations based on your financial profile.
  • Service Improvement: Enhance app features, security, and user experience.
  • Customer Support: Assist with any queries or issues you may have.

3. Data Sharing & Third Parties

We partner with trusted third-party services to deliver our functionalities:

  • Financial Data Providers (e.g., Plaid): To securely connect and retrieve your financial data from institutions. This data is encrypted and handled according to industry standards.
  • Cloud Hosting Providers: To store and process your data securely.
  • Analytics Services: (Anonymized) to understand app usage and improve features.

We ensure all third-party partners adhere to strict data protection and privacy standards.

4. Your Rights & Control

You have full control over your data:

  • Access: Request a copy of your personal data we hold.
  • Correction: Request corrections to inaccurate data.
  • Deletion: Request the deletion of your account and associated data (subject to legal obligations).
  • Withdraw Consent: You can withdraw your consent at any time, which may affect your ability to use certain features of the service.

For more details, please review our comprehensive Privacy Policy.

By clicking "Accept and Continue", you agree to our Terms of Service and the Privacy Consent outlined above. If you do not consent, you will not be able to use our service.

By continuing to use our platform, you acknowledge and agree to our comprehensive Terms and Conditions and our commitment to your privacy as outlined in our Privacy Policy.

Your financial data is handled with the highest standards of security and encryption. For detailed information on data privacy, security measures, and your rights, please review our full legal documentation linked above.