Draft v1 · not legal advice
Data retention
Last updated October 14, 2026
Placeholder while a fuller retention policy is written. This is not legal advice.
What is kept
Fineants keeps each user’s data (Plaid-connected accounts and everything you enter or upload) while your account exists. Disconnecting an institution removes it at Plaid and deletes its accounts from Fineants. Revoking an MCP key stops it working immediately. There is no self-serve way to delete or export a whole account yet. A request to delete or export your data can go to the operator via fineants.io.
Waitlist
A waitlist email is kept so we can write when sign-up opens. It does not create an account. No confirmation email is sent when you join.
Privacy policy
See the privacy policy for what is collected, where it is stored, and who receives it.