We use your financial information only to help you make better long-term financial decisions. This includes calculating contributions or roundups (where applicable) and providing personalized insights and recommendations designed to improve your financial outcomes.
Your data is used strictly for clear, investor-benefiting purposes—never for advertising, speculation, or unrelated commercial use.
When necessary, we may share limited information with trusted service providers that support essential functions such as identity verification or moving funds to and from your accounts. These providers are required to protect your information in accordance with the standards set out in our Privacy Policy. We share data only when it is required to deliver our services, and never beyond that scope.