What we process
What we process
When you use Truthifi's Services, we process the following categories of personal data:
Account registration information (name, email address, contact details)
Financial account data (holdings, balances, transaction history, performance, fees)
Spending and budget transaction data
Manually tracked assets and liabilities
Technical data (IP addresses, device identifiers, session logs)
When you use Truthifi's Services, we process the following categories of personal data:
Account registration information (name, email address, contact details)
Financial account data (holdings, balances, transaction history, performance, fees)
Spending and budget transaction data
Manually tracked assets and liabilities
Technical data (IP addresses, device identifiers, session logs)
How we process it
How we process it
Truthifi processes your data solely to deliver the Services you have requested. We do not process your data for our own commercial purposes beyond service improvement through anonymized analysis, and we do not sell your personal data.
Full details of our data practices are set out in our Privacy Policy.
Truthifi processes your data solely to deliver the Services you have requested. We do not process your data for our own commercial purposes beyond service improvement through anonymized analysis, and we do not sell your personal data.
Full details of our data practices are set out in our Privacy Policy.
Third party data sources
Third party data sources
When you connect your financial accounts to Truthifi, you directly authorize one or more independent data aggregators to share your financial data with Truthifi. These aggregators are independent companies—they are not vendors engaged by Truthifi. Truthifi receives data from them; it does not send your personal data back to them.
When you connect your financial accounts to Truthifi, you directly authorize one or more independent data aggregators to share your financial data with Truthifi. These aggregators are independent companies—they are not vendors engaged by Truthifi. Truthifi receives data from them; it does not send your personal data back to them.
Data source
Data source
Data source
Role
Role
Role
Privacy policy
Privacy policy
Privacy policy
Morningstar | By All Accounts
Morningstar | By All Accounts
Morningstar | By All Accounts
Financial account data aggregation (user-authorized)
Financial account data aggregation (user-authorized)
Financial account data aggregation (user-authorized)
Plaid Inc.
Plaid Inc.
Plaid Inc.
Financial account data aggregation (user-authorized)
Financial account data aggregation (user-authorized)
Financial account data aggregation (user-authorized)
Envestnet | Yodlee
Envestnet | Yodlee
Envestnet | Yodlee
Financial account data aggregation (user-authorized)
Financial account data aggregation (user-authorized)
Financial account data aggregation (user-authorized)
Each aggregator operates under its own privacy policy and terms of service. We encourage you to review their policies directly.
Each aggregator operates under its own privacy policy and terms of service. We encourage you to review their policies directly.
Payment processing
Payment processing
Truthifi uses Stripe, Inc. to process payments. Truthifi sends Stripe only what is necessary to complete the transaction and does not store your card details. Stripe's privacy policy is available at stripe.com/privacy.
Truthifi uses Stripe, Inc. to process payments. Truthifi sends Stripe only what is necessary to complete the transaction and does not store your card details. Stripe's privacy policy is available at stripe.com/privacy.
AI model integrations
AI model integrations
Truthifi offers optional connectivity to AI language models via the Model Context Protocol (MCP), an open standard supported by multiple AI providers. When you enable this feature, financial data is retrieved from Truthifi's systems and transmitted to the AI model provider at your direction.
Truthifi's MCP server does not store or log the contents of AI tool responses or conversation context.
For information on how AI model providers handle data passed to their models, please refer to their respective privacy policies. Truthifi is not responsible for the data handling practices of third-party AI providers.
Truthifi offers optional connectivity to AI language models via the Model Context Protocol (MCP), an open standard supported by multiple AI providers. When you enable this feature, financial data is retrieved from Truthifi's systems and transmitted to the AI model provider at your direction.
Truthifi's MCP server does not store or log the contents of AI tool responses or conversation context.
For information on how AI model providers handle data passed to their models, please refer to their respective privacy policies. Truthifi is not responsible for the data handling practices of third-party AI providers.
Security
Security
Truthifi protects personal data using 256-bit AES encryption at rest and Transport Layer Security (TLS) in transit. Access to personal data is restricted to authorized personnel.
Truthifi protects personal data using 256-bit AES encryption at rest and Transport Layer Security (TLS) in transit. Access to personal data is restricted to authorized personnel.
Enterprise and B2B customers
Enterprise and B2B customers
If you are an organization requiring a formal data processing agreement for procurement, compliance, or regulatory purposes, please contact support@truthifi.com and we will provide a tailored agreement.
If you are an organization requiring a formal data processing agreement for procurement, compliance, or regulatory purposes, please contact support@truthifi.com and we will provide a tailored agreement.
Contact and updates
Contact and updates
For questions about this page or our data handling practices: support@truthifi.com
Truthifi may update this page at any time. The current version will always be available at truthifi-connect.ai/data-practices.
For questions about this page or our data handling practices: support@truthifi.com
Truthifi may update this page at any time. The current version will always be available at truthifi-connect.ai/data-practices.