Privacy Policy
FinFavorite respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how FinFavorite collects, uses, stores, and discloses information when you use our Services.
Information We Collect
Account Information
We may collect:
- Name;
- Email address;
- Account credentials;
- User preferences.
Connected Financial Information
Through Connected Accounts, FinFavorite may receive:
- Account balances;
- Historical transactions;
- Holdings information;
- Asset allocation information;
- Performance information;
- Account metadata.
Technical Information
We may collect:
- IP address;
- Device information;
- Browser information;
- Operating system information;
- Usage analytics;
- Diagnostic information.
Information We Do Not Collect
FinFavorite does not intentionally collect:
- Social Security numbers;
- Driver's license numbers;
- Passport numbers.
FinFavorite does not collect or store financial institution login credentials used through SnapTrade connectivity services.
How We Collect Information
Information may be collected:
- Directly from users;
- Through Connected Accounts;
- Through third-party service providers;
- Through cookies and analytics technologies;
- Through customer support interactions.
How We Use Information
We use information to:
- Provide Services;
- Display financial information;
- Generate analytics;
- Categorize transactions;
- Produce portfolio insights;
- Detect fraud;
- Improve Services;
- Provide customer support;
- Maintain security;
- Comply with legal obligations.
Artificial Intelligence and Automated Processing
FinFavorite may use artificial intelligence and machine learning systems to:
- Categorize transactions;
- Generate summaries;
- Produce educational insights;
- Analyze portfolio allocations;
- Identify concentration characteristics.
AI-generated outputs may be inaccurate and should not be relied upon as professional advice. Unless otherwise disclosed, FinFavorite does not use identifiable customer financial transaction data to train publicly available artificial intelligence models.
Information Sharing
Service Providers
FinFavorite may share information with:
- Cloud infrastructure providers;
- Customer support providers;
- Email providers;
- Analytics providers;
- Financial connectivity providers including SnapTrade.
Legal Compliance
We may disclose information:
- To comply with law;
- To respond to legal requests;
- To protect rights and property;
- To prevent fraud.
Business Transactions
Information may be transferred during mergers, acquisitions, reorganizations, or asset sales.
Sale of Personal Information
FinFavorite does not sell users' personal financial transaction data.
Data Retention
Information is retained only for as long as reasonably necessary to:
- Provide Services;
- Fulfill legal obligations;
- Resolve disputes;
- Enforce agreements;
- Maintain security.
Deleted account data may remain in backups for a limited period before permanent removal.
Security
FinFavorite implements commercially reasonable administrative, technical, and organizational safeguards designed to protect information. No security measure is perfect, and FinFavorite cannot guarantee absolute security.
Your Rights
Depending on applicable law, users may have rights to:
- Access personal information;
- Correct personal information;
- Delete personal information;
- Export personal information;
- Object to certain processing.
Requests may be submitted to privacy@finfavorite.com.
California Privacy Rights
California residents may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). Eligible users may request:
- Access to collected information;
- Deletion of information;
- Correction of information;
- Information regarding disclosures.
Requests may be submitted through privacy@finfavorite.com.
Children's Privacy
The Services are not directed to children under thirteen (13). FinFavorite does not knowingly collect personal information from children.
International Users
Users accessing the Services from outside the United States understand that information may be transferred to and processed within the United States.
Changes to This Policy
FinFavorite may revise this Privacy Policy periodically. The updated version will be posted with a revised effective date.
Contact Us
Privacy questions may be directed to privacy@finfavorite.com or finfavorite.com.