Last updated: 7/31/2025
1. Introduction
EzBankSummary ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial analysis service.
2. Information We Collect
Personal Information
- • Name and email address
- • Account credentials
- • Communication preferences
Financial Data
- • Bank statement data you upload
- • Transaction details and categories
- • Account numbers (partially masked for security)
Technical Information
- • IP address and browser information
- • Usage data and analytics
- • Device and operating system information
3. How We Use Your Information
- • To provide and maintain our financial analysis service
- • To process and categorize your bank statement data
- • To communicate with you about your account and our services
- • To improve our service and develop new features
- • To ensure security and prevent fraud
- • To comply with legal obligations
4. Data Security
We implement industry-standard security measures to protect your financial data:
- • SSL/TLS encryption for data transmission
- • Encrypted storage of sensitive information
- • Regular security audits and monitoring
- • Limited access controls for our team
- • Secure data centers with physical security
5. Data Sharing and Disclosure
We do not sell, trade, or otherwise transfer your personal information to third parties except in the following circumstances:
- • With your explicit consent
- • To comply with legal obligations or court orders
- • To protect our rights, property, or safety
- • With trusted service providers who assist in our operations (under strict confidentiality agreements)
- • In connection with a business transfer or acquisition
6. Data Retention
We retain your information only as long as necessary to provide our services and fulfill legal obligations:
- • Account information: Until account deletion
- • Financial data: 90 days after processing (unless you choose to save it)
- • Usage analytics: Up to 2 years in aggregated, anonymized form
- • Legal compliance data: As required by applicable laws
7. Your Rights
You have the following rights regarding your personal data:
- • Right to access your data
- • Right to correct inaccurate data
- • Right to delete your data
- • Right to data portability
- • Right to object to processing
- • Right to withdraw consent
8. Cookies and Tracking
We use cookies and similar technologies to enhance your experience and analyze usage patterns. You can control cookie preferences through your browser settings.
9. Third-Party Services
Our service may contain links to third-party websites or integrate with third-party services. This privacy policy does not apply to those external services, and we encourage you to review their privacy policies.
10. Children's Privacy
Our service is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13.
11. Changes to Privacy Policy
We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.
12. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us through our contact page or email us directly. We will respond to your inquiry within 30 days.