Last updated: 5 July 2026
Ascend combines several kinds of data so your net-worth view is useful even when one source cannot cover everything.
When you add a supported financial account, the provider handles the institution authorization flow. Ascend does not store your brokerage or bank credentials. It uses the resulting read-only account data to show balances, holdings, names, and activity needed for net-worth calculations and explanations.
Wallet tracking uses public addresses. Ascend reads supported balances from public chains and pricing sources. It does not need custody access or signing access.
Manual assets and debts help cover anything that cannot be connected automatically. These values depend on your last update, so stale manual entries can affect totals, projections, and AI explanations.
Prices, property estimates, returns, comparisons, and projections may involve timing differences, unsupported assets, estimates, or assumptions. Ascend should help explain those limits instead of hiding them.
Settings include controls to remove individual sources, export data, or delete the account. Removing a source stops Ascend from using it going forward, but your historical net-worth view may still reflect past snapshots until you clear or delete that history.
Deleting the account first attempts to revoke supported upstream connections and then removes user-scoped application data. Provider failures remain queued for retry. Limited security, audit, billing, and backup records may be retained as described in the Privacy Notice.
See also Trust & Security, Number Quality, and Privacy Notice.
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