Last Updated: 06/30/2020
1. TYPES OF PERSONAL INFORMATION COLLECTED
(a) Registration information. We collect Personal Information you submit when you register for the mobile application or other aspects of the Service. This may include your name, email address, mailing address, demographic information, and account login credentials.
(b) Information about your third party accounts. The Service allows users to manage multiple third party financial accounts, including bank accounts, investment accounts, and bill payees. We will collect any information you submit in order to link these accounts. We may also collect information from these accounts, which might include financial information. If you elect to use any of the Company’s bill payment services, we will collect information about your bank accounts, bills, and payment dates. If you utilize our financial tools, we may collect information about your bank accounts, deposits, and expenses.
(c) Information you submit when using the Service. The Service may allow you to create and manage a budget and financial goals. In addition, you may be able to submit other content to the Service. We will collect any such submitted information or content.
(d) Payment information. We will collect information necessary to process payments for fees incurred, pursuant to our Terms of Service.
(f) Information you provide when you contact us. If you contact the Company for customer or technical support, we will collect Personal Information you share with us.
2. USE OF PERSONAL INFORMATION
(a) We primarily use Personal Information to provide the Services, comply with your requests, and comply with law. We may use your Personal Information to:
i. Provide the Service and link it to your third party accounts.
ii. Manage your investments and budgets.
iii. Process bill payments as you request.
iiii. Charge you for fees incurred.
v. Provide you with information about related products and services.
vi. Send you SMS messages and emails pertaining to the Service.
vii. Provide you with customer service and technical support relating to your use of the Service
viii. Monitor and analyze how the Service performs and to optimize it for you and other users.
(b) We believe in keeping your Personal Information private. However, we will disclose it in the ways you instruct us. In addition, we may disclose Personal Information to comply with requirements of law, including subpoenas and government requests.
3. DATA SECURITY
(a) We strive to protect your privacy and the integrity of your Personal Information. In order to do this, we utilize encryption technology and other electronic, managerial, and physical safeguards. Nevertheless, we cannot guarantee the security of your Personal Information.
4. THIRD PARTY LINKS
(a) You may encounter links to third party websites or downloads when using the Service. We are not responsible for protecting your privacy when exiting the Service. Please use caution when following any link.
5. USE BY CHILDREN
(a) Users must be at least 18 years old to use the Service. In addition, the Service is not marketed towards children. If you become aware that a child under the age of 13 is using the Service, please contact us immediately so we may delete any Personal Information collected about the child.
6. CONTACT THE COMPANY
(a) We welcome your questions, comments, and suggestions. Please contact us through our website or the mobile application.