A more considered approach.
This is a product overview, not a final privacy policy. A launch policy will need legal review.
In the demo
Account and financial information you enter is used to show your workspace. The demo connection cards add sample accounts and do not connect to financial institutions.
Controls
Settings includes options to export or delete financial data from your workspace. Review the available controls in the app before entering information.
As the product develops
The blueprint calls for clear consent, limited collection and understandable controls over connected data. The final policy should explain processing, retention, service providers and contact details before launch.
Read more about the intended safeguards in our security overview.