Covarify — Financial ClarityEarly Access

Privacy

Your information should feel like yours.

This plain-language notice describes how Covarify handles information during its controlled production rollout. COVARIFY is operated by COVARUM LLC.

What we collect

Covarify collects the information you choose to provide. If you connect an institution through Plaid, the initial approved product is Transactions, which supplies connected account, balance, and transaction information for your Money Picture and decision support.

Disconnecting

Disconnecting immediately revokes the Plaid Item, destroys its encrypted access token, and stops future synchronization. Historical financial data remains until you request full account deletion so your existing Money Picture and decision history remain accurate.

Deleting your account

Full account deletion immediately disables your account and disconnects every institution. Financial data and synchronization records are removed within 30 days. Encrypted backups expire within 35 days. Limited consent, deletion, security, and legally required records may remain. Read exactly what account deletion means.

Questions

For privacy or data questions, contact contact@covarify.com.

Covarify — Financial Clarity

From Complexity to Confidence.

PrivacySecurityTerms
Securitysecurity@covarify.com
© 2026 Covarify. Built quietly, with intention. COVARIFY is a registered alternate name of COVARUM LLC.