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Legal Center

Transparency and trust through clear policies

Key Highlights

Important points about our policies
  • Your Data, Your Control
    Initiate deletion of your portfolio and Personal Investment Data at any time from the application
  • No Third-Party Data Sales
    We never sell your Personal Investment Data to third parties
  • Transparent Integrations
    Clear disclosure of how third-party services like Plaid handle your data
  • Regular Updates
    Policies are versioned and updated to reflect current practices
  • Bank-Level Encryption
    Your Personal Investment Data is protected with enterprise-grade encryption both in transit and at rest
  • Optional Manual Entry
    Choose Quick Transactions manual data entry instead of account linking for complete control over your information

Website Policies

Terms governing your use of assetview.com
Website Terms of Use & Privacy
How we collect, use, and protect your information when browsing our marketing website. Covers intellectual property, disclaimers, and data collection practices.

Application Agreements

Terms and policies for users of the AssetView application
Services Privacy Policy
Detailed explanation of how AssetView handles your personal investment data, account information, and third-party integrations within the application.
License Agreement
Complete terms of service including licensing, subscription terms, acceptable use, intellectual property rights, and limitation of liability.

Questions About Our Policies?

Our team is happy to clarify any questions about our terms, privacy practices, or data handling.

Contact Us