Privacy Policy
InvestmentEdge by TekClarity connects to your financial accounts via Plaid. We use Plaid to obtain read‑only access to account information (balances, transactions, holdings) for personal analytics.
What we collect
- Account and routing identifiers (masked), balances, transactions, holdings
- Metadata required to maintain connections (anonymized tokens)
How we use your data
- To display net worth, cash flow, and investment performance
- To keep your data up to date via secure sync
What we don’t do
- No sale or sharing of personal data
- No money movement or trading on your behalf
Plaid
By using this app, you acknowledge that your information will be transferred to Plaid to provide the Services. You may review Plaid’s privacy policy at plaid.com/legal.
Contact
Email: support@tekclarity.com