Privacy Policy

When you upload a brokerage statement, it is processed in memory to extract your data and is deleted immediately after your spreadsheet is generated. We do not store your uploaded files, and we do not use them to train any model.

To perform the extraction, the document is sent over an encrypted connection to our AI processing provider, which reads it and returns structured data on a transient basis. It is not retained for training by us. If you handle especially sensitive documents, review your own compliance requirements before uploading.

We collect minimal, privacy-friendly analytics (for example, page views and aggregate conversion counts) to understand usage and improve the service. If you subscribe, our payment processor collects the billing details needed to process your payment.

We rely on a small number of processors: our hosting and analytics provider (Vercel), our AI extraction provider, and our payment processor (Stripe) for subscriptions. Each processes only the data needed for its function.

We use only essential cookies needed to operate the site and, for subscribers, to keep you signed in to checkout. We do not use advertising cookies.

Because we don't retain your uploaded documents, there is nothing to delete after a conversion. For account or billing data, you can contact us to request access or deletion.

Questions about this policy? Email support@brokeragestatementconverter.com.