Privacy Policy

We collect only what is needed to power your financial wellness experience. Your data is used to compute your Legacy Score, budgets, goals, and educational recommendations.

Data we store

• Account profile (name, email, occupation, preferences).
• Financial figures you enter (income, expenses, balances, debts, investments, goals).
• Connected-institution data pulled through Plaid (account metadata, balances, and transactions), stored under Row-Level Security.
• App activity needed for the product (lesson progress, quiz scores, AI conversations).

How we use it

To operate the Service, compute educational scores, personalize coaching content, and, if enabled, send you optional notifications. We do not sell your personal data.

Your rights

You can download a copy of your data, delete AI history, delete transactions, disconnect institutions, and delete your account from Settings → Privacy at any time.

Retention

Data is retained while your account is active. On deletion, personal data is removed within 30 days, except records we are legally required to keep (audit logs for regulated integrations are anonymized rather than retained with identifiers).

Contact

Reach us at privacy@ascendrawealth.com.