What we store. The information you enter into your plan — account names, statuses, and your answers. It's encrypted before it's saved.
What we never store. Passwords, PINs, recovery phrases, or private keys. The platform actively blocks them, and you should never enter them anywhere here.
Who can see your plan. You and your advisor. No one else, and your information is never sold or shared with third parties for marketing.
Your rights. You can export a copy of your data or request account closure at any time from the Security menu.
Not legal, tax, or investment advice. This platform organizes information and guidance from your advisor; it does not provide legal, tax, or investment conclusions.