Data handling
How portfolio data, documents, and research are used and removed.
This page summarizes common product actions. The Privacy Policy and your organization's DPA control legal details and exceptions.
Portfolios and connections
On Free and Paid, a Plaid connection brings authorized account data into Kimpton. Kimpton does not receive your brokerage password and cannot place trades or move money. Check the last sync time before relying on holdings. Enterprise uses firm-authorized sources and published models instead of Plaid brokerage linking. A model's weights are targets, not live client holdings. See Portfolios.
Disconnect a brokerage account to stop future access. The Privacy Policy says portfolio connection data is deleted immediately on disconnection. Review any separately saved reports or workflow outputs that used the data.
Vault and research
Vault documents are private by default and can be shared with selected people, a team, or an organization. Kimpton checks access when a document is referenced. Research sessions and saved outputs remain available according to their workspace permissions. Kimpton's Privacy Policy says portfolio data, queries, and analysis are not used to train AI models.
Delete a Vault document from Vault when you no longer want it available as a source. Check saved outputs separately; deleting a source does not erase text already included in a report. For a full account-data deletion request, contact info@kimpton.ai. The Privacy Policy says account data is deleted within 30 days of account closure; the DPA covers contractual deletion and legal-retention exceptions.
External providers
Market-data requests and connected sources use third-party services as needed to answer your request. Their own license and data-handling terms also apply. See the Privacy Policy and DPA for sub-processor and processing terms. Do not upload information your firm has not approved for Kimpton.