Legal documents and disclosures

Documents

• Terms of Service
  The agreement for using OssFin: subscriptions and billing, failed payments, cancellation, the arbitration clause and how to opt out of it.
  Last updated: October 16, 2026
• Privacy Policy
  What OssFin collects, how it is used and stored, how long it is kept, cookies and browser storage, and your privacy rights.
  Last updated: October 16, 2026
• Privacy Notice (GLBA)
  The federal-format notice of what OssFin shares and why there is nothing to opt out of.
  Last updated: October 16, 2026
• How OssFin Uses AI
  Which features use AI, what the AI sees, what it never does, and the model provider.
  Last updated: October 14, 2026
• Security & Trust
  How your data is protected: encryption, access controls, and the security program behind them.
  Last updated: October 14, 2026
• Vulnerability Disclosure Policy
  How to report a security issue to OssFin, and what we commit to in return.
  Effective: October 1, 2026
• Contact
  How to reach OssFin.
• Help Center
  Product guide and answers to common questions about using OssFin.

Important disclosures

OssFin is a financial data aggregation and informational tool — not an investment adviser, broker-dealer, or custodian. It is not a bank and does not hold, move or invest your money; it has read-only access to the accounts you connect.

Everything OssFin produces — tax estimates, budgets, projections, insights and AI assistant answers — is for informational and educational purposes only and is not financial, investment, tax or legal advice. OssFin is not a tax preparer and does not file returns. Tax estimates are approximations based on the information you provide; consult a qualified tax professional before filing.

Projections rest on assumptions and historical data. Past performance does not guarantee future results.