This policy describes how MyElevateApps handles information when you use Elevate at notrade.myelevateapps.com, including Wealth Management, Asset Collector and Analyzer, Capital features, supported broker integrations, and the Elevate Wealth Bank Connector for Chrome and Microsoft Edge.
The information processed depends on the features you use, the integrations you connect, and the actions you take. It may include:
| Category | Examples | Why it is used |
|---|---|---|
| Account and identity | User ID, name, email address, mobile number, registration and verification status | Create and maintain your account, provide access and support, and protect account security |
| Authentication and sessions | Sign-in provider identifiers, session state, login timestamps and security events | Authenticate users, manage sessions and enforce account access rules |
| Credits and account status | Credit balance, deductions, top-ups, account status and feature eligibility | Administer account entitlements and show available features |
| Broker connections | Broker identifiers, connection configuration or tokens, connection state and sync metadata | Connect a broker account and retrieve information you request |
| Financial and wealth information | Positions, balances, assets, liabilities, valuations, profit/loss, capital records and portfolio history | Display, calculate, reconcile and report the information you provide or import |
| Bank Connector information | Supported account balances, deposit totals, investment values, supported card liabilities, pairing and refresh status | Import bank-derived values into your reviewable Wealth collection workflow |
| Technical and support information | Request and error details, timestamps, diagnostics, security events, support messages and feedback you submit | Operate and secure the service, troubleshoot issues and respond to requests |
Not every category is collected for every user. Elevate is not intended to sell personal information or use imported financial information for third-party advertising or unrelated behavioural profiling.
Elevate uses information to provide the features you request, including account access, broker connection, portfolio display, wealth tracking, asset collection, financial calculations, reconciliation, history and reporting. Information may also be used to maintain reliability, investigate errors, protect accounts, prevent abuse, respond to support requests, enforce service rules, and meet applicable legal obligations.
Financial calculations and imported information depend on their sources and the applicable calculation logic. They are not a guarantee of accuracy or a substitute for statements from your bank or broker.
Elevate may process account identifiers and registration details such as your user ID, name, email address and mobile number. If you use Google sign-in, Google processes authentication under its own terms and privacy policy; Elevate receives information made available through the configured sign-in flow.
If credits or account entitlements are used, Elevate may process balances, grants, deductions, top-ups, transaction references and account status to administer access. If a payment or top-up feature is available, the payment provider shown in that flow may separately process transaction information under its own privacy terms.
Protect your Elevate sign-in method, email account, devices and browser profiles. Do not send passwords, one-time codes or private keys to support.
When you connect a supported broker, Elevate may process broker identifiers, connection configuration or authentication/session tokens, connection status, positions, orders, holdings and profit/loss information made available through that integration. Broker authentication and API use are also subject to the broker's own terms and security requirements.
Broker-originated information may be cached or retained to provide portfolio and history features. Disconnecting a broker may stop future access but does not necessarily delete information already saved in Elevate. Use available account controls or contact support for disconnection or deletion requests.
Depending on the features you use, Elevate may store information you enter or import, such as asset names and categories, accounts, balances, units, cost values, current valuations, liabilities, profit/loss, portfolio history and related calculations. Sources may include a broker, bank connector, account statement, CAS document or other supported import.
Review imported information for accuracy before saving it to your records. Wealth and Capital features use the information available to provide calculations, allocations, reconciliation and reports; verify important figures with the relevant financial institution.
The Elevate Wealth Bank Connector is a browser extension for Google Chrome and Microsoft Edge that helps import supported values from bank pages you select. When you choose a supported bank and initiate a refresh, the connector may read displayed savings/current-account balances, deposit totals or details, supported investment or mutual-fund values, supported credit-card liabilities, and connector or refresh metadata.
You sign in directly on your bank's website. Elevate does not ask you to enter bank passwords, PINs, OTPs or CVVs into the website or connector. The connector sends supported account values and refresh metadata to Elevate over HTTPS; credential and session-secret fields are not accepted as connector data.
Connector pairing uses an account-specific token. Refresh results are staged in an editable collector draft. Your saved Wealth snapshot is updated only when you choose Save Reviewed Assets. Removing the extension prevents its future use in that browser, but does not by itself delete information already saved in your Elevate account.
Elevate may use cookies, browser storage, session mechanisms and similar technologies to authenticate users, maintain sessions, remember preferences or connector pairing, and support service security and functionality. The browser and website may store information needed for the feature you choose. You can manage browser cookies and extension permissions in your browser settings; changing these settings may affect sign-in or connected features.
MyElevateApps does not sell imported financial information. Information may be processed by service providers that support Elevate, such as hosting, infrastructure, security, authentication, email or support providers, where those services are used to operate the feature you request.
Banks, brokers, Google, Microsoft and browser-store services may process information independently under their own privacy terms when you use their websites, sign-in services, integrations or distribution platforms. MyElevateApps does not control their independent privacy practices. Information may also be disclosed when required by law or valid legal process, or as otherwise permitted by applicable law.
MyElevateApps uses technical and organizational safeguards intended to protect account, connector and financial information, including access controls and secure transport where applicable. No online service can guarantee absolute security. Protect your devices, browser profiles, Elevate account and bank sessions, and disconnect connections you no longer use.
Do not send bank passwords, PINs, OTPs, CVVs, broker secrets or connector tokens in support requests. If you suspect unauthorized access, contact support promptly.
Different information may be retained for different periods. Elevate retains information for as long as reasonably needed to provide your account and requested features, maintain saved wealth records and history, protect the service, resolve disputes, and meet applicable legal obligations. Retention may depend on the record type, account status, security needs and applicable law; this policy does not promise immediate removal from backups or third-party systems.
You may request deletion. Requests are assessed under applicable law and legitimate security, legal, fraud-prevention, accounting or dispute-retention requirements. Some information may remain in protected backups until those backups expire under the applicable retention process.
To protect your account, Elevate may ask you to verify your identity before acting on a request. Contact details are provided in Section 18. Do not include passwords, PINs, OTPs, CVVs, bank session tokens or private API secrets in a request.
Elevate and its service providers may process or store information in the locations where the service and those providers operate. Where information is transferred across borders, applicable legal safeguards and requirements apply. Contact us if you have questions about processing related to your account.
Elevate is intended for people legally permitted to use the service and the financial accounts they connect. It is not designed to knowingly collect children's financial-account information independently of an authorized account holder. If you believe information has been collected inappropriately, contact us so it can be reviewed.
MyElevateApps assesses suspected security incidents and takes steps appropriate to the circumstances. If notice to users, providers, regulators or other parties is required by applicable law, that notice will be provided as required.
This policy may be updated when Elevate features, connector behaviour, data practices, service providers or legal requirements change. The effective date will be updated when a revised version is published. Material changes will be communicated where required.
For privacy questions or requests concerning access, correction or deletion, contact the policy owner and support administrator:
Atanu Bhattacharyya
Owner, Administrator & Support · MyElevateApps
Email: atanu.bhatttacharyya@gmail.com
Website: https://notrade.myelevateapps.com
Do not send bank passwords, PINs, OTPs, CVVs, broker secrets or connector tokens in a privacy request.