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Security & TrustA plain-language summary of how we protect your data

Last Updated: 2-Jul-2026

  • We don't sell your data — ever.
  • Your statements are encrypted at rest and never served as public files.
  • You can permanently delete your data at any time from Settings.

Uploading a bank or mutual fund statement is a moment of trust. This page explains, in plain language, exactly what FundSageAI stores, how it's protected, and how you can remove it — without legal jargon. Our full legal terms live in our Privacy Policy and Terms of Service — this page is a summary, not a replacement for them.

What We Store

When you use FundSageAI, we store:

  • The CAS statement files (PDFs) you upload
  • Transactions and holdings parsed from those statements
  • Portfolio goals you create
  • AI chat history, if you use the AI Assistant feature

We do not store your bank login credentials or full card numbers. Payments are processed by our payment gateway partner — we only keep masked details (like the last four digits of a card) for your receipts, never the full card number.

How Your Data Is Protected

  • Statement files are stored in Amazon S3 with server-side encryption at rest.
  • Files are never served as direct or public links — every download uses a short-lived, time-expiring presigned URL.
  • Our database connection uses TLS in transit.
  • All financial calculations run on our servers over an authenticated, permission-checked API — never exposed to third-party scripts.
  • Login attempts and admin actions are rate-limited and audit-logged.
  • We use parameterized database queries throughout, which structurally prevents SQL injection.

We Don't Sell Your Data

Full stop. Our Privacy Policy spells this out in detail — we don't sell your personal information to third parties, and that promise doesn't change based on which page of our site you're reading.

Delete Your Data

Go to Settings → Danger Zone → Reset Data. This permanently deletes every statement, transaction, and portfolio record you've uploaded — right away, no waiting period.

Your login stays active so nobody else can register a duplicate account with your details, but all your financial data is gone.

Want your account closed entirely? Email support@fundsageai.com and we'll take care of it. As noted in our Privacy Policy, some information may be retained after account closure where required for legal or accounting purposes.

Questions

For the full legal detail behind everything on this page, see our Privacy Policy and Terms of Service.