Last Updated: October 23, 2025
Your privacy is important to us. This Privacy Policy explains how Forecastly ("we," "our," or "us") collects, uses, discloses, and safeguards your information when you use our financial forecasting application.
When you create an account or use our services, we may collect:
To provide our forecasting services, we collect:
Encrypted
We automatically collect certain technical data when you use our services:
| Purpose | Information Used | Legal Basis |
|---|---|---|
| Provide forecasting services | Financial data, account information | Contractual necessity |
| Account management | Contact information, credentials | Contractual necessity |
| Service improvements | Usage data, analytics | Legitimate interests |
| Security & fraud prevention | Technical data, login information | Legitimate interests |
| Customer support | Contact information, service data | Contractual necessity |
We do not sell your personal information to third parties. We may share your information in the following circumstances:
We work with trusted third-party providers who help us operate our services:
We may disclose information when required by law or to:
In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity.
We implement appropriate technical and organizational measures to protect your information:
No Bank Credentials: Forecastly does not store your online banking usernames or passwords. We use secure token-based authentication where supported by financial institutions.
You have the right to:
You can manage your privacy preferences through your account settings, including:
You can control cookies through your browser settings. However, disabling essential cookies may affect service functionality.
We retain your information only as long as necessary to provide our services and fulfill the purposes outlined in this policy:
Forecastly is based in the United States. If you are located outside the U.S., your information may be transferred to and processed in the United States. We ensure appropriate safeguards are in place for international data transfers.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to remove that information.
We may update this Privacy Policy from time to time. We will notify you of any material changes by:
Your continued use of our services after changes constitutes acceptance of the updated policy.
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: Contact support
info@meridianwealth.tech
Meridian Wealth Technologies, LLC
600 W Broadway Ste 700100A
San Diego, CA 92101