AI Disclaimer

Ascendra's AI Coach summarizes your entered data and produces educational commentary. It is not a licensed advisor and cannot make personalized investment, tax, legal, or credit recommendations.

What the model sees

A summarized snapshot of your finances is sent to our model provider on each message. We do not send SSNs, credentials, tokens, or raw account numbers.

Limits

• Outputs may be incomplete or occasionally incorrect.
• Never rely on AI output for legally-binding financial decisions.
• Rate and daily caps are enforced to prevent misuse.

You can delete your AI conversation history at any time from Settings → Privacy.