Legal & Compliance

How Wellthplan protects your data and the terms that govern the service.

Policies

• Privacy Policy — What we collect, how we use it, and your rights
• Terms of Service — Service usage terms and user responsibilities
• SMS Consent & Opt-In — Messaging consent, opt-in, and opt-out
• Cookie Policy — Tracking technologies and your controls
• Data Processing Agreement — GDPR and data protection commitments
• Legal Overview — Compliance framework and regulatory summary

Security

• Security — How we keep customer data safe: encryption, bank connections, and messaging channels