bank credentials
handled by Plaid
// legal
Quanta handles sensitive financial data with a simple baseline: collect what the product needs, keep external credentials out of Quanta forms, and make support requests easy to route.
Quanta stores account profile data and the financial records needed to render the app surfaces you use.
Bank credential collection is handled by Plaid. Quanta receives tokens and data needed to sync supported accounts; it does not ask for bank passwords.
Demo accounts use synthetic data and are read-only. They cannot import Plaid or Schwab data.
For export, correction, or deletion requests, contact privacy support with the account email and request type.