Security & privacy

Your financial picture.
Your control.

A clear plan starts with clear boundaries. Here is how Pivlyn approaches connections, access, and the information you choose to share.

01 / Connections

See your money.
Never move it.

Connected account access is designed to be read-only. Pivlyn cannot initiate transfers, trades, withdrawals, or payments from your financial institution through the service.

BalancesTransactionsPlanningNo transfers or trades
02 / Your information

A plan for you.
Not an ad profile.

Pivlyn does not sell personal information for money, share it for cross-context behavioral advertising, or use financial information for targeted advertising.

Read our privacy commitments

Protection in practice

Care at every step.

Practical controls, explained plainly. No system is completely secure; protecting your own credentials remains important.

In transit & at rest

Encrypted transport and storage.

Our privacy policy describes encrypted network transport, encrypted production storage, and protected secrets management.

Access

Permissions enforced by the service.

Server-side household permissions and access controls govern who can see household information. Sensitive actions are logged and monitored.

AI & information

Your financial data stays out of general model training.

Pivlyn does not use personal financial information to train a general-purpose AI model. See our policy for how information is used to provide features.

Your choices

Connections and data.
You have options.

Disconnect an account.

Disconnecting stops new retrieval. It does not automatically delete information already imported.

Request access, correction, or deletion.

Use available account settings or the privacy request process. The current beta closure flow records a request for review; submission is not confirmation of deletion.

Review the current deletion process

Know who helps provide the service.

Our service-provider list explains the roles of providers such as AWS, Plaid, and Stripe, and the types of information involved.

See our service providers

Something does not look right?

Report a suspected vulnerability or account concern. Include a description and reproduction steps, but no passwords, sign-in codes, or full financial account numbers.

Report a security concern

Plan + money + tax

Make the next decision
with the whole picture.

One membership. $15 monthly or $125 billed annually.