How do you use my data?

We use the information you choose to share with us (including information we collect automatically via cookies and tracking technology) to help you reach your financial goals.

When we act as your data processor/service provider, we only use data in accordance with your instructions and our Data Processing Addendum. This may include, for example, providing you the service and helping you troubleshoot or fix errors.

In instances when we act as an independent controller, we use our platform to help you reach your financial goals.

For details on how Mailchimp may process data, please see the Mailchimp Privacy Statement. For more information on how Intuit may use your data, please see Intuit’s Privacy Statement.