Privacy Policy
Trust is part of the operating system.
WTFinance is built to help users understand financial behavior, manage continuity risk, and coordinate state-aware review workflows. That requires clear privacy boundaries, transparent user controls, and honest limits on how data is used.
Consent-gated tracking
WTFinance keeps optional analytics and advertising cookies off unless the user allows them.
User-controlled exits
Data export, deletion, and connected-account controls remain available through the WTFinance Privacy Center.
Legal workflow limits stay explicit
Generated wills, trusts, and review packets reflect user-directed selections and remain subject to execution, funding, and professional review requirements.
What WTFinance collects
WTFinance may collect account profile details, connected financial account data, transactions, goals, household information, legacy planning entries, uploaded documents, workflow activity, and in-app usage events needed to run the product.
Why WTFinance uses it
WTFinance uses submitted and connected data to generate dashboards, alerts, legacy-planning drafts, professional review workflows, document vault features, household coordination, and product security checks.
What WTFinance does not do
WTFinance does not sell user data to advertisers, does not provide legal representation, and does not promise legal, tax, or investment outcomes from any generated draft or workflow.
User controls
Users can request exports, request deletion, disconnect linked accounts, and review permissions inside the in-app Privacy Center. Signed or finalized legal documents remain frozen in product history unless the user creates a new draft.
Cookies and consent
WTFinance uses essential cookies for sign-in, security, and core app reliability. Analytics and advertising cookies are optional and stay off unless the user allows them through the cookie preferences control.
Core principles
Support and requests
For privacy questions, account-data exports, deletion requests, or account permission changes, use the in-app Privacy Center after sign-in or contact WTFinance support through the main product site.