Even Margin Legal
Privacy Policy
How Even Margin LLC collects, uses, stores and deletes your information, who processes it on our behalf, and how long each kind of record is kept.
What this policy covers
This policy explains what Even Margin LLC does with the information you give us and the financial data you connect, including how long we keep each kind of record and what happens when you delete an organization.
Effective July 30, 2026. The full policy, the retention schedule, and the list of sub-processors are on the page itself.
Your bank data
Bank credentials are entered into Plaid and are never seen or stored by us. Our access is read-only and can be revoked at any time. You can export everything you have put into Even Margin, and deleting an organization removes bank connections immediately.