Data Deletion Policy

You can delete your account at any time in Settings → Privacy. On deletion:

• Connected institutions are disconnected and Plaid tokens revoked.
• All personal profile data, financial figures, goals, budgets, transactions, holdings, AI conversations, lesson progress, and preferences are removed from active systems within 30 days.
• Encrypted backups are rotated on a 90-day cycle and purged as they age out.
• Certain records we are legally required to keep (for example, aggregated audit logs for regulated integrations) are anonymized so they no longer identify you.

Requests can also be sent to privacy@ascendrawealth.com.