Privacy Policy
This Privacy Policy explains what information we collect, how we use and share it, and the choices available to you, including when you connect financial accounts.
Last updated April 11, 2026
We collect information you provide directly, plus account, billing, device, usage, and support data needed to operate the Services. If you connect a financial account, we also receive account, balance, holdings, transaction, institution, and connection metadata from providers such as Plaid.
We use information to deliver the Services, sync connected accounts, show balances and activity, provide support, secure accounts, process subscriptions, and improve reliability and product features.
We do not sell personal information. We may disclose information to service providers and partners that help us run, secure, host, support, and analyze the Services, including financial data connectivity providers you choose to use.
We use reasonable administrative, technical, and physical safeguards, including encryption and access controls, and retain data only as long as needed for business, contractual, legal, and security purposes.
For privacy-related requests or questions, contact us at support@tablewealth.com.
If you submit a request on behalf of another person, include enough information so we can verify authority and process it.