Financial Coach — Compliance & Legal Documents

These documents govern the Financial Coach application and its Plaid-integrated account-linking features.

Privacy Policy

PP-2026-001

How the Financial Coach application collects, uses, and protects personal and financial data, including data received via Plaid.

View document

Additional security and compliance documentation (Information Security Policy, Data Retention & Disposal Policy, Access Controls Policy) is available on request to verification partners. Contact brandon@datajackson.com.