Introduction
Introduction
Introduction
Truthifi® Corporation and/or its affiliates (“Truthifi,” “we,” “us,” or “our”) offers an investment-monitoring service through its website, Truthifi.com (the “Site”), and may offer additional products and services in the future (collectively, the “Services”).
This Privacy Policy explains how Truthifi collects, uses, and protects your personal information when you use or evaluate our Services.
Important: Truthifi provides data-driven insights only. We are not an advisory service and do not provide investment, financial, or legal advice. Our mission is to deliver factual, unbiased information to help you make your own informed decisions.
Truthifi® Corporation and/or its affiliates (“Truthifi,” “we,” “us,” or “our”) offers an investment-monitoring service through its website, Truthifi.com (the “Site”), and may offer additional products and services in the future (collectively, the “Services”).
This Privacy Policy explains how Truthifi collects, uses, and protects your personal information when you use or evaluate our Services.
Important: Truthifi provides data-driven insights only. We are not an advisory service and do not provide investment, financial, or legal advice. Our mission is to deliver factual, unbiased information to help you make your own informed decisions.
Truthifi® Corporation and/or its affiliates (“Truthifi,” “we,” “us,” or “our”) offers an investment-monitoring service through its website, Truthifi.com (the “Site”), and may offer additional products and services in the future (collectively, the “Services”).
This Privacy Policy explains how Truthifi collects, uses, and protects your personal information when you use or evaluate our Services.
Important: Truthifi provides data-driven insights only. We are not an advisory service and do not provide investment, financial, or legal advice. Our mission is to deliver factual, unbiased information to help you make your own informed decisions.
Information we collect
Information we collect
Information we collect
We may collect personal information that can identify you (such as your name, email address, and contact details) and other information that does not identify you directly. When you provide information through our Site, it may be transferred to servers located in the United States or other countries where we and our partners operate.
We collect and store personal information that you voluntarily provide, including:
Contact details (name, address, phone number, email).
Financial information related to your holdings, investments, and transactions when you use our Services.
Demographic information (such as age range or investment experience level) where voluntarily provided.
Communications you send to us (for example, customer-support messages, reviews, or feedback).
We may also automatically collect technical data such as IP address, browser type, device identifiers, and activity on our Site. For more about cookies and analytics, see “Cookies and technologies” below.
We may collect personal information that can identify you (such as your name, email address, and contact details) and other information that does not identify you directly. When you provide information through our Site, it may be transferred to servers located in the United States or other countries where we and our partners operate.
We collect and store personal information that you voluntarily provide, including:
Contact details (name, address, phone number, email).
Financial information related to your holdings, investments, and transactions when you use our Services.
Demographic information (such as age range or investment experience level) where voluntarily provided.
Communications you send to us (for example, customer-support messages, reviews, or feedback).
We may also automatically collect technical data such as IP address, browser type, device identifiers, and activity on our Site. For more about cookies and analytics, see “Cookies and technologies” below.
We may collect personal information that can identify you (such as your name, email address, and contact details) and other information that does not identify you directly. When you provide information through our Site, it may be transferred to servers located in the United States or other countries where we and our partners operate.
We collect and store personal information that you voluntarily provide, including:
Contact details (name, address, phone number, email).
Financial information related to your holdings, investments, and transactions when you use our Services.
Demographic information (such as age range or investment experience level) where voluntarily provided.
Communications you send to us (for example, customer-support messages, reviews, or feedback).
We may also automatically collect technical data such as IP address, browser type, device identifiers, and activity on our Site. For more about cookies and analytics, see “Cookies and technologies” below.
Connecting to your financial accounts
Connecting to your financial accounts
Connecting to your financial accounts
To deliver our Services, you may choose to connect your financial and investment accounts so we can retrieve factual information about your holdings and transactions.
We use industry-leading, secure data-aggregation partners—including Morningstar (By All Accounts), Plaid, and Envestnet (Yodlee)—to connect to your accounts. When you connect a financial account, you directly authorize the relevant aggregator to share your account data with Truthifi. Truthifi receives that data; it does not send your personal data back to the aggregators.
Your passwords never reach our servers. Truthifi does not see, store, or have access to your financial institution usernames or passwords.
Tokenized, read-only access. Our aggregation partners use tokenized connections that allow Truthifi to retrieve your account information without storing or transmitting your credentials.
We can’t move your money. Truthifi’s access is strictly read-only; we cannot move, transfer, or withdraw funds from your accounts.
We never sell your data. We do not rent, sell, or trade your personal information to anyone — ever.
We don’t store payment-card numbers. If you subscribe to a paid plan, Stripe processes your payment securely. Truthifi does not store your card details.
Some account-connection screens (such as those hosted by Plaid Link) are served directly by our partners. Any credentials you enter on those screens are provided directly to that partner, not to Truthifi.
Information retrieved through these connections is transmitted using bank-level encryption and securely stored on our systems and by our partners, subject to their respective privacy policies.
To deliver our Services, you may choose to connect your financial and investment accounts so we can retrieve factual information about your holdings and transactions.
We use industry-leading, secure data-aggregation partners—including Morningstar (By All Accounts), Plaid, and Envestnet (Yodlee)—to connect to your accounts. When you connect a financial account, you directly authorize the relevant aggregator to share your account data with Truthifi. Truthifi receives that data; it does not send your personal data back to the aggregators.
Your passwords never reach our servers. Truthifi does not see, store, or have access to your financial institution usernames or passwords.
Tokenized, read-only access. Our aggregation partners use tokenized connections that allow Truthifi to retrieve your account information without storing or transmitting your credentials.
We can’t move your money. Truthifi’s access is strictly read-only; we cannot move, transfer, or withdraw funds from your accounts.
We never sell your data. We do not rent, sell, or trade your personal information to anyone — ever.
We don’t store payment-card numbers. If you subscribe to a paid plan, Stripe processes your payment securely. Truthifi does not store your card details.
Some account-connection screens (such as those hosted by Plaid Link) are served directly by our partners. Any credentials you enter on those screens are provided directly to that partner, not to Truthifi.
Information retrieved through these connections is transmitted using bank-level encryption and securely stored on our systems and by our partners, subject to their respective privacy policies.
To deliver our Services, you may choose to connect your financial and investment accounts so we can retrieve factual information about your holdings and transactions.
We use industry-leading, secure data-aggregation partners—including Morningstar (By All Accounts), Plaid, and Envestnet (Yodlee)—to connect to your accounts. When you connect a financial account, you directly authorize the relevant aggregator to share your account data with Truthifi. Truthifi receives that data; it does not send your personal data back to the aggregators.
Your passwords never reach our servers. Truthifi does not see, store, or have access to your financial institution usernames or passwords.
Tokenized, read-only access. Our aggregation partners use tokenized connections that allow Truthifi to retrieve your account information without storing or transmitting your credentials.
We can’t move your money. Truthifi’s access is strictly read-only; we cannot move, transfer, or withdraw funds from your accounts.
We never sell your data. We do not rent, sell, or trade your personal information to anyone — ever.
We don’t store payment-card numbers. If you subscribe to a paid plan, Stripe processes your payment securely. Truthifi does not store your card details.
Some account-connection screens (such as those hosted by Plaid Link) are served directly by our partners. Any credentials you enter on those screens are provided directly to that partner, not to Truthifi.
Information retrieved through these connections is transmitted using bank-level encryption and securely stored on our systems and by our partners, subject to their respective privacy policies.
AI models & integrations
AI models & integrations
AI models & integrations
Truthifi offers optional connectivity to AI language models via the Model Context Protocol (MCP), an open standard supported by multiple AI providers. This section describes how your data is handled when you use this feature.
Truthifi offers optional connectivity to AI language models via the Model Context Protocol (MCP), an open standard supported by multiple AI providers. This section describes how your data is handled when you use this feature.
Truthifi offers optional connectivity to AI language models via the Model Context Protocol (MCP), an open standard supported by multiple AI providers. This section describes how your data is handled when you use this feature.
What happens when you connect via MCP:
What happens when you connect via MCP:
What happens when you connect via MCP:
You authenticate to Truthifi through an OAuth flow and select which accounts you wish to make accessible to the AI assistant
When you run a prompt or ask a question, Truthifi's MCP server retrieves the relevant financial data (such as holdings, performance, fees, transactions, or findings) from our systems and passes it to the AI model for that session only
Truthifi's MCP server does not store or log the contents of AI tool responses or conversation context
Access to your financial data via MCP is fully logged by Truthifi — you have a complete, timestamped record of what data was requested and when
Truthifi does not instruct AI models to retain your portfolio data between sessions. For information on how each AI provider handles session data and conversation history, refer to their respective privacy policies
You can disconnect any AI integration at any time from within the AI provider's connector or settings panel
You can request deletion of your Truthifi data at any time by contacting support@truthifi.com, which will also terminate any active MCP access
You authenticate to Truthifi through an OAuth flow and select which accounts you wish to make accessible to the AI assistant
When you run a prompt or ask a question, Truthifi's MCP server retrieves the relevant financial data (such as holdings, performance, fees, transactions, or findings) from our systems and passes it to the AI model for that session only
Truthifi's MCP server does not store or log the contents of AI tool responses or conversation context
Access to your financial data via MCP is fully logged by Truthifi — you have a complete, timestamped record of what data was requested and when
Truthifi does not instruct AI models to retain your portfolio data between sessions. For information on how each AI provider handles session data and conversation history, refer to their respective privacy policies
You can disconnect any AI integration at any time from within the AI provider's connector or settings panel
You can request deletion of your Truthifi data at any time by contacting support@truthifi.com, which will also terminate any active MCP access
You authenticate to Truthifi through an OAuth flow and select which accounts you wish to make accessible to the AI assistant
When you run a prompt or ask a question, Truthifi's MCP server retrieves the relevant financial data (such as holdings, performance, fees, transactions, or findings) from our systems and passes it to the AI model for that session only
Truthifi's MCP server does not store or log the contents of AI tool responses or conversation context
Access to your financial data via MCP is fully logged by Truthifi — you have a complete, timestamped record of what data was requested and when
Truthifi does not instruct AI models to retain your portfolio data between sessions. For information on how each AI provider handles session data and conversation history, refer to their respective privacy policies
You can disconnect any AI integration at any time from within the AI provider's connector or settings panel
You can request deletion of your Truthifi data at any time by contacting support@truthifi.com, which will also terminate any active MCP access
What Truthifi is not responsible for:
What Truthifi is not responsible for:
What Truthifi is not responsible for:
Truthifi does not control the AI language models, APIs, or infrastructure of third-party AI providers. Once data is passed to an AI model during a session, it is subject to that provider's privacy policy and terms of service. We encourage you to review the privacy policies of any AI provider you connect to Truthifi before enabling the integration.
Truthifi does not control the AI language models, APIs, or infrastructure of third-party AI providers. Once data is passed to an AI model during a session, it is subject to that provider's privacy policy and terms of service. We encourage you to review the privacy policies of any AI provider you connect to Truthifi before enabling the integration.
Truthifi does not control the AI language models, APIs, or infrastructure of third-party AI providers. Once data is passed to an AI model during a session, it is subject to that provider's privacy policy and terms of service. We encourage you to review the privacy policies of any AI provider you connect to Truthifi before enabling the integration.
Supported AI providers
Supported AI providers
Supported AI providers
Truthifi's MCP integration is compatible with any AI provider that supports the Model Context Protocol standard. Currently supported providers include Claude by Anthropic. This list may expand over time.
Truthifi's MCP integration is compatible with any AI provider that supports the Model Context Protocol standard. Currently supported providers include Claude by Anthropic. This list may expand over time.
Truthifi's MCP integration is compatible with any AI provider that supports the Model Context Protocol standard. Currently supported providers include Claude by Anthropic. This list may expand over time.
Cookies and technologies
Cookies and technologies
Cookies and technologies
We use cookies and similar technologies to remember user preferences, improve performance, and analyze trends. We may use third-party analytics providers to help us understand how users interact with our Site; these providers may set their own cookies and are subject to their own privacy policies.
We may collect log-file data including IP address, browser type, and referring pages.
You can control cookies in your browser settings; disabling them may limit certain site functions.
We use cookies and similar technologies to remember user preferences, improve performance, and analyze trends. We may use third-party analytics providers to help us understand how users interact with our Site; these providers may set their own cookies and are subject to their own privacy policies.
We may collect log-file data including IP address, browser type, and referring pages.
You can control cookies in your browser settings; disabling them may limit certain site functions.
We use cookies and similar technologies to remember user preferences, improve performance, and analyze trends. We may use third-party analytics providers to help us understand how users interact with our Site; these providers may set their own cookies and are subject to their own privacy policies.
We may collect log-file data including IP address, browser type, and referring pages.
You can control cookies in your browser settings; disabling them may limit certain site functions.
How we use the information we collect
How we use the information we collect
How we use the information we collect
We use your information to:
Deliver the Services you request.
Provide customer support and communicate with you.
Analyze usage patterns to improve our offerings.
Enforce our Terms and protect Truthifi and our users.
We may aggregate and anonymize user data for research or benchmarking. We take appropriate technical measures to minimize re-identification risk in any aggregated data we use or share.
We use your information to:
Deliver the Services you request.
Provide customer support and communicate with you.
Analyze usage patterns to improve our offerings.
Enforce our Terms and protect Truthifi and our users.
We may aggregate and anonymize user data for research or benchmarking. We take appropriate technical measures to minimize re-identification risk in any aggregated data we use or share.
We use your information to:
Deliver the Services you request.
Provide customer support and communicate with you.
Analyze usage patterns to improve our offerings.
Enforce our Terms and protect Truthifi and our users.
We may aggregate and anonymize user data for research or benchmarking. We take appropriate technical measures to minimize re-identification risk in any aggregated data we use or share.
How we protect your personal information
How we protect your personal information
How we protect your personal information
We use bank- and military-grade security measures to protect your data from unauthorized access, disclosure, or misuse.
Transport Layer Security (TLS) encrypts information in transit between your device and our systems.
256-bit AES encryption protects stored data.
Access to personal data is restricted to authorized employees with a legitimate business need.
Although no system is 100 % secure, we continuously monitor and improve our safeguards.
If you have security questions, contact support@truthifi.com.
We use bank- and military-grade security measures to protect your data from unauthorized access, disclosure, or misuse.
Transport Layer Security (TLS) encrypts information in transit between your device and our systems.
256-bit AES encryption protects stored data.
Access to personal data is restricted to authorized employees with a legitimate business need.
Although no system is 100 % secure, we continuously monitor and improve our safeguards.
If you have security questions, contact support@truthifi.com.
We use bank- and military-grade security measures to protect your data from unauthorized access, disclosure, or misuse.
Transport Layer Security (TLS) encrypts information in transit between your device and our systems.
256-bit AES encryption protects stored data.
Access to personal data is restricted to authorized employees with a legitimate business need.
Although no system is 100 % secure, we continuously monitor and improve our safeguards.
If you have security questions, contact support@truthifi.com.
When we share information
When we share information
When we share information
We share personal information only as described in this Policy:
With authorized service providers (such as Stripe) who perform services on our behalf. For information on our financial data aggregation partners, see 'Third parties' below.
To comply with law, subpoenas, or valid legal processes.
To investigate or prevent fraud or other illegal activity.
With your consent.
If Truthifi undergoes a merger, acquisition, or sale, you’ll be notified via email and/or prominent notice on our Site.
We share personal information only as described in this Policy:
With authorized service providers (such as Stripe) who perform services on our behalf. For information on our financial data aggregation partners, see 'Third parties' below.
To comply with law, subpoenas, or valid legal processes.
To investigate or prevent fraud or other illegal activity.
With your consent.
If Truthifi undergoes a merger, acquisition, or sale, you’ll be notified via email and/or prominent notice on our Site.
We share personal information only as described in this Policy:
With authorized service providers (such as Stripe) who perform services on our behalf. For information on our financial data aggregation partners, see 'Third parties' below.
To comply with law, subpoenas, or valid legal processes.
To investigate or prevent fraud or other illegal activity.
With your consent.
If Truthifi undergoes a merger, acquisition, or sale, you’ll be notified via email and/or prominent notice on our Site.
Third parties
Third parties
Third parties
Financial account data sources
Financial account data sources
Financial account data sources
When you connect your financial accounts to Truthifi, you directly authorize one or more independent data aggregators to share your account 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. Each operates under its own privacy policy:
When you connect your financial accounts to Truthifi, you directly authorize one or more independent data aggregators to share your account 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. Each operates under its own privacy policy:
When you connect your financial accounts to Truthifi, you directly authorize one or more independent data aggregators to share your account 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. Each operates under its own privacy policy:
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)
Payment processing
Payment processing
If you subscribe to a paid plan, payment is processed by Stripe, Inc. 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 https://stripe.com/privacy.
When you use the MCP integration, the AI model provider you connect to also becomes a relevant third party. Please review their privacy policy before enabling the integration.
We verify these links periodically. If you find a broken link, please notify us at support@truthifi.com.
If you subscribe to a paid plan, payment is processed by Stripe, Inc. 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 https://stripe.com/privacy.
When you use the MCP integration, the AI model provider you connect to also becomes a relevant third party. Please review their privacy policy before enabling the integration.
We verify these links periodically. If you find a broken link, please notify us at support@truthifi.com.
Your privacy rights
Your privacy rights
Your privacy rights
Depending on your location, you may have rights regarding your personal data, including access, correction, deletion, and portability. To make a request or ask about your rights under applicable law (including GDPR or CCPA), contact support@truthifi.com.
Depending on your location, you may have rights regarding your personal data, including access, correction, deletion, and portability. To make a request or ask about your rights under applicable law (including GDPR or CCPA), contact support@truthifi.com.
Depending on your location, you may have rights regarding your personal data, including access, correction, deletion, and portability. To make a request or ask about your rights under applicable law (including GDPR or CCPA), contact support@truthifi.com.
Third party websites
Third party websites
Third party websites
Our Site may link to other websites that are not operated by Truthifi. We are not responsible for the privacy practices of those sites. Review their policies before providing any personal information.
Our Site may link to other websites that are not operated by Truthifi. We are not responsible for the privacy practices of those sites. Review their policies before providing any personal information.
Our Site may link to other websites that are not operated by Truthifi. We are not responsible for the privacy practices of those sites. Review their policies before providing any personal information.
Subscription cancellation and data deletion
Subscription cancellation and data deletion
Subscription cancellation and data deletion
You may cancel your subscription online at any time. If you choose to cancel, your access to Truthifi's Services will be discontinued, though your account and data will remain securely stored unless you request deletion.
If you wish to have your personal data removed, submit a deletion request to support@truthifi.com. Once we verify your request, we will promptly delete your financial and transaction data. Deletion of your account also terminates all active MCP integrations and revokes any outstanding access tokens.
We may retain limited information (such as your email address, account status, or past communications) for legal, fraud-prevention, or recordkeeping purposes as permitted by law.
Retention of information
Retention of information
Retention of information
We retain personal data until you request its deletion or as long as necessary to provide and maintain the Services, comply with legal obligations, prevent fraud, and enforce our Terms. After we receive a verified deletion request, we permanently remove the associated financial and transaction data from our systems and from our aggregation partners.
Choices about communication
Choices about communication
Choices about communication
You may unsubscribe from marketing emails using the link provided in each message or by contacting us at support@truthifi.com.
You may unsubscribe from marketing emails using the link provided in each message or by contacting us at support@truthifi.com.
You may unsubscribe from marketing emails using the link provided in each message or by contacting us at support@truthifi.com.
Job applicants
Job applicants
Job applicants
Information submitted through our Site for job applications will be used solely for recruiting purposes and may be shared with third-party providers who help manage applications.
Information submitted through our Site for job applications will be used solely for recruiting purposes and may be shared with third-party providers who help manage applications.
Information submitted through our Site for job applications will be used solely for recruiting purposes and may be shared with third-party providers who help manage applications.
Public areas and social features
Public areas and social features
Public areas and social features
Information you post on public sections of our Site (reviews, chat rooms, forums) is visible to others. Use caution before sharing personal details.
Social-media widgets (like share buttons) may collect IP and usage data and are governed by their respective providers’ policies.
Information you post on public sections of our Site (reviews, chat rooms, forums) is visible to others. Use caution before sharing personal details.
Social-media widgets (like share buttons) may collect IP and usage data and are governed by their respective providers’ policies.
Information you post on public sections of our Site (reviews, chat rooms, forums) is visible to others. Use caution before sharing personal details.
Social-media widgets (like share buttons) may collect IP and usage data and are governed by their respective providers’ policies.
Children’s privacy
Children’s privacy
Children’s privacy
Truthifi’s Services are not intended for individuals under 18 years of age, and we do not knowingly collect information from children. If such data is discovered, we will delete it promptly.
Truthifi’s Services are not intended for individuals under 18 years of age, and we do not knowingly collect information from children. If such data is discovered, we will delete it promptly.
Truthifi’s Services are not intended for individuals under 18 years of age, and we do not knowingly collect information from children. If such data is discovered, we will delete it promptly.
International users
International users
International users
If you access our Site from outside the United States, your data may be transferred to and processed in the U.S. or other countries. We take reasonable steps to protect your information consistent with applicable law. To ask about your privacy rights under applicable law, contact support@truthifi.com.
If you access our Site from outside the United States, your data may be transferred to and processed in the U.S. or other countries. We take reasonable steps to protect your information consistent with applicable law. To ask about your privacy rights under applicable law, contact support@truthifi.com.
If you access our Site from outside the United States, your data may be transferred to and processed in the U.S. or other countries. We take reasonable steps to protect your information consistent with applicable law. To ask about your privacy rights under applicable law, contact support@truthifi.com.
Changes to this privacy policy
Changes to this privacy policy
Changes to this privacy policy
We may update this Policy periodically. The latest version will always be available at Truthifi.com/privacy with an updated “Last updated” date.
For material changes, we’ll notify you by email or prominent site notice before the update takes effect.
We may update this Policy periodically. The latest version will always be available at Truthifi.com/privacy with an updated “Last updated” date.
For material changes, we’ll notify you by email or prominent site notice before the update takes effect.
We may update this Policy periodically. The latest version will always be available at Truthifi.com/privacy with an updated “Last updated” date.
For material changes, we’ll notify you by email or prominent site notice before the update takes effect.
Contact us
Contact us
Contact us
If you have questions about this Privacy Policy or our data practices: support@truthifi.com