Privacy Notice
Updated September 29, 2026 · Version 2026-09-29-v2
Questions about your account or these documents? Email contact@amicus.ai or use our contact form. Amicus’s published mailing address is Palo Alto Research Campus, 2100 Geng Rd, Ste. 210, Palo Alto, CA 94303.
What we collect and why
Google sign-in supplies your verified email, name and an account identifier to authenticate your planning account. We do not request access to Gmail, Drive, bank accounts or passwords. If you save a household, we store the household details, ages, residence, account balances and basis, income, spending, assumptions, scenarios, optional stock-award and option inputs, 401(k) plan provisions, home and inheritance assumptions, and previous saved versions you enter to provide your plan. Your consent and notice acknowledgment records document your choices. Please do not enter Social Security numbers, account numbers, passwords or tax documents.
Contacting a human
Our contact form collects the name, email, state, topic and message you provide, plus your permission and a receipt, so the team can review your request. Do not include financial documents or account numbers. Requests stay in a private team intake queue; they are not automatically sent to a financial professional, the fund or a marketing list. A future professional handoff needs a named recipient and separate permission.
Separate investment-information requests
An investment-information form is available only when its offering and marketing route has been recorded as approved. If you choose to submit that form, it identifies the receiving entity and requests separate permission to store your name, email, state and consent receipt for that contact purpose. It does not attach your planning balances, return assumptions, Google profile or financial documents, and an inquiry does not establish investor qualification. Requests enter a separate private review queue; we do not automatically email, forward or add them to a marketing list. You can withdraw a pending request or ask for deletion through the privacy contact form, quoting your receipt; the team handles verified requests manually. Previously downloaded records cannot necessarily be recalled. The retention and access policies below also apply to these requests.
Optional usage analytics
Analytics is off until you choose Allow analytics. With permission, a random browser cookie lets us count visits, clicks on selected features, interactions with named form fields, completed intake steps, saved plans, comparisons, exports and contact submissions. Field interaction records say which field was used, never what you typed. We store a hashed browser identifier, fixed event labels and times, without associating them with your Google identity or saved household. These records are pseudonymous, not anonymous. Analytics does not receive names, emails, financial values, free text, full URLs, query strings, IP addresses, user agents, advertising identifiers, keystrokes or recordings of your screen.
Cookies and browser storage
Essential, host-only cookies support sign-in (up to 7 days), the Google sign-in handshake (up to 10 minutes), and your cookie preference (180 days). An optional analytics cookie lasts up to 180 days after opt-in. No optional analytics cookie is set before permission. Cookie preferences are specific to this browser; clearing cookies or using another browser changes what we can recognize. The sample workspace can store demo inputs and scenarios in local browser storage until you clear them. Personal saved plans use your account storage, not demo browser storage.
Your privacy choices
Rejecting analytics leaves all planning features available. Use Cookie preferences on any page to turn it off and delete this browser’s event history from the live analytics store. We also treat Global Privacy Control and Do Not Track signals as requests to disable optional analytics. We do not sell personal information or share it for cross-context behavioral advertising. We use no advertising pixels, third-party analytics scripts or session replay. Optional analytics permission is separate from accepting terms, contacting a human and saving a plan.
Who can process information
Authorized members of the Amicus Planning team and the infrastructure used to operate the service can process stored information for the purposes described here. Google handles its own sign-in service under its privacy policy. The application does not automatically disclose household profiles to professionals, fund operations, advertisers or AI services. Browser requests necessarily expose connection information to the serving infrastructure; the application analytics store does not retain IP addresses. Access to stored plans is restricted to authorized service operations; signing in does not grant access to Amicus investment systems.
Retention and deletion
Analytics events expire after 90 days and are removed by a daily cleanup while the service is running. Analytics permission records expire after 180 days; withdrawing permission immediately stops new events and removes linked events from the live store, with a minimal permission record retained until expiry. Account data, saved versions, notice receipts and contact requests are retained unless you make a verified deletion request. These records do not currently have an automatic expiration. We review deletion requests manually and explain any information that must be retained. Deleting live records does not itself erase existing backup copies.
Access, correction and other requests
You can export your saved household and update its inputs in the workspace. Use the contact form’s Privacy or data request topic for access, correction, deletion, a copy of your notice receipt or a complaint. The team may need to verify account ownership before disclosing or deleting information. Requests are handled manually; submitting a request is not confirmation of deletion. Depending on applicable law, you may have additional rights, including an appeal or a complaint to a regulator. Declining optional analytics does not reduce free planning access.
Audience, security and changes
Amicus Planning is intended for adults residing in the United States and is not directed to children. Account access currently requires an invitation. Protect your Google account and sign out on shared devices. No system is perfectly secure. Material changes to these documents will be shown before further account edits and recorded with a new acknowledgment. A change to the analytics purposes will require a new choice.