Sumly Privacy Policy

Last Updated: July 1st, 2024 The Privacy Policy describes how Sumly (“we” or “us”) handles the personal information we collect in connection with our mobile application (the “Services”), including how we collect, use, and share personal information, and the choices we offer that affect our use of personal information. This Privacy Policy applies to any Services provided by Sumly that link to this Privacy Policy. Personal Information We Collect We collect the following categories of personal information. - Account information. This includes your name, username, contact information (including email, phone number, and address), and password. - Survey information. This includes any information you provide in response to our onboarding survey, including your occupation, location, marital status, dependents, income range, tax filing status, financial goals, and demographic information. - Bank account information. If you connect your bank account to the Services, we may access your bank account number and your past transactions, deposits, withdrawals and balances associated with the account. - Payment information. This includes your name, payment card information, billing information you use to subscribe to the Services. - Communications that we exchange with you, including when you contact us with questions, feedback, or otherwise. Automatic data collection. We and our service providers may automatically log information about you, your computer or mobile device, and your interaction over time with our Services, such as: - Device data, such as your computer’s or mobile device’s operating system, manufacturer and model, browser type, IP address, unique identifiers, language settings, mobile device carrier, and general location information such as city, state or geographic area; and - Usage data, such as pages or screens you viewed, how long you spent on a page, browsing history, and access times, and page clicks, page scrolls, and page element interactions. How We Use Personal Information We use personal information for the following purposes: - To provide the Services. This includes administering your account on the Services; providing you with access to the Services; communicating with you and responding to any inquiries you may have; and analyzing your use of the Services to allow us to evaluate and improve the Services. Improving, developing, and benchmarking our Services. We may use personal information to analyze and improve the Services, identify trends, and operate and expand our business activities. We may also create aggregated, anonymized, or other de-identified statistics, which we may use for lawful business purposes, including for analytics, forecasting, and strategic planning. - To send you marketing communications. We may send you information about our Services, including by email, text message, or other channels. To unsubscribe, please follow the instructions on the communication. - For compliance and protection, including to enforce any applicable terms and conditions, comply with legal obligations, defend against legal claims or disputes, protect the security and integrity of our Services, and identify and investigate fraudulent, harmful, unauthorized, unethical or illegal activity. How We Share Personal Information We may share personal information with: - Financial service providers. We may share information with accountants and other financial service providers that you authorize to choose to connect to your account. For example, if you choose to connect with an accountant through the Services, we share your personal information with the accountant. Service providers. We share personal information with companies and individuals that provide services on our behalf or help us operate our Services or our business. These service providers include hosting services, communications, data and cyber security services, billing and payment processing services, fraud detection, investigation and prevention services, analytics, email and communication distribution and monitoring services, and customer relation management systems. - Authorities and others. We may share personal information with law enforcement, government authorities, and private parties, as we believe in good faith to be necessary or appropriate. - Business transferees. We may share personal information with acquirers and other relevant participants in business transactions (or negotiations for such transactions) involving a corporate divestiture, merger, consolidation, acquisition, reorganization, sale or other disposition of all or any portion of the business or assets of, or equity interests in, Sumly (including, in connection with a bankruptcy or similar proceedings). Your Privacy Choices - Unsubscribe from direct marketing communications. You may opt out of marketing-related communications by following the opt out or unsubscribe instructions contained in the marketing communication we send you. You may continue to receive service-related and other non-marketing communications. Access your account. You may access your personal information through your account on the Services. In some instances, you may also have the ability to correct personal information that is out of date or inaccurate, or to delete personal information that is no longer needed for a permitted purpose. Do Not Track. Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to "Do Not Track" or similar signals. To find out more about "Do Not Track," please visit http://www.allaboutdnt.com. Data Security We employ a number of technical, organizational and physical safeguards designed to protect the personal information we collect. However, no security measures are failsafe and we cannot guarantee the security of your personal information. Children Our Services are not intended for use by children. If we learn that we have collected personal information through our Services from a child without the consent of the child’s parent or guardian as required by law, we will endeavor to delete it. Changes to This Privacy Policy We reserve the right to modify this Privacy Policy at any time. If we make material changes to this Privacy Policy, we will notify you by updating the date of this Privacy Policy. We may also provide notification of changes in another way that we believe is reasonably likely to reach you, such as via e-mail (if you have an account where we have your contact information) or another manner. Contact Us You can reach us by email at maggi@getsumly.com following mailing address: 312 11th Ave. Apt 30E New York, NY 10001