Privacy policy
Effective 2026-04-23
What we collect
When you create an account, we collect your email. When you connect a brokerage via SnapTrade, we receive read-only position, transaction, and balance data — never your password or trading credentials. We also record basic product usage (page views, errors) to improve the app.
How we use it
Your portfolio data powers the product features you see — dashboards, calendars, analytics. Your email is used for account recovery and, if you opt in, product updates. We don't sell or rent your data.
Where your data lives
On AWS infrastructure, encrypted at rest (AES-256) and in transit (TLS 1.3). Access is restricted to a small set of engineers via multi-factor authentication and reviewed quarterly.
Your rights
You can export all your data or delete your account from Settings at any time. Account deletion is immediate and irreversible — all portfolio data is wiped from live systems and purged from backups within 30 days.
Children
WealthFlows is not directed at children under 18 and we don't knowingly collect data from them.
Updates
We'll email registered users when we change this policy in ways that matter to you. The effective date at the bottom of this page always reflects the most recent update.
Contact
Questions? Email privacy@wealthflows.app.