What we receive
The information the app needs
Depending on how you use Quillwright, we may receive your email address, account and profile details, notes you provide, and information you submit when you request access. If you connect a brokerage, IRA, or 401(k) rollover account, the app may receive read-only account, holdings, and portfolio information from that connection. We also receive basic session and technical information, such as sign-in activity, device details, and logs needed to keep the service secure and reliable.
How we use it
To operate and support Quillwright
We use this information to provide the app, show your own planning context, respond to support requests, send service email, protect accounts, and process billing. The information from a connected account is used to explain your portfolio and produce product views such as plans, alerts, and estimates. Quillwright cannot move money or place trades on your behalf through a read-only connection.
Your choices
Export or delete your information
You can ask us for an export of the information associated with your account, or ask us to delete it. Send the request through the contact page. We may need to verify that the request comes from you before acting on it. You can also stop using a connected account by disconnecting it in the app where that option is available.
Private beta
Early access is not a subscription
Requesting early access is pre-registration and private-beta interest. It does not guarantee access, create an account, or start a paid subscription. Questions about this policy or your information can go through the contact page.