Last updated: March 26, 2026
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)
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.
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.
Each aggregator operates under its own privacy policy and terms of service. We encourage you to review their policies directly.
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 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. Truthifi logs all MCP data access events—you may request a copy of your access log at any time by contacting support@truthifi.com.
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 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.
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.