Privacy Policy
What we collect, why, and who else can see it. Our security page covers the same ground in more detail.
This explains what Charten collects, why, and who else can see it. Our security page describes the same ground in more detail.
What we collect
Your account details (name, email), the financial records you enter, and — if you link an institution — the balances and holdings that institution reports. We also keep security logs: sign-ins, devices, and any staff access to your account.
Who else sees it
Linked accounts are provided through Plaid, which necessarily sees that data too. Support staff can open a read-only session to help you, and every such session is recorded and shown to you in your own settings.
We do not sell your data
We do not sell or rent personal data, and we do not use your financial records to target advertising.
Your rights
You can export everything we hold about you, correct it, or delete your account. Deletion removes your financial records; some security logs are retained for a limited period where we are required to keep them.
Contact
Questions about any of this go to our contact page and are handled ahead of other mail.