Last updated: 5 July 2026
Ascend is a privacy-forward financial dashboard built for public use. It helps you understand what you own, what changed, and what may need attention without giving Ascend trading or money-movement permissions.
Ascend does not store your brokerage or bank credentials. Connections are handled through third-party financial data providers. Those providers handle institution authorization and send Ascend the read-only account data you authorize, such as balances, holdings, account names, activity, and institution names. Ascend cannot trade or move money.
Wallet tracking is keyless. You add a public wallet address, and Ascend reads supported balances from public chains. Ascend does not need custody access or signing access.
Ask Ascend analyzes the data available in your dashboard and explains what changed. It is read-only and cannot trade, transfer, modify connected accounts, or make decisions for you.
Informational only — not financial, investment, legal, or tax advice. Read the AI transparency note.
Production traffic is sent over HTTPS. Stored Plaid access tokens, SnapTrade user secrets, authenticator secrets, and Ask Ascend's optional durable memory are encrypted at rest with application-managed encryption. Application routes isolate user records by account, and administrative routes enforce an administrator role.
These controls reduce risk; they do not make any internet service risk-free. Ascend does not claim SOC 2 certification or an independent security audit unless a current report is published here.
AI features receive the minimum product context needed for the selected feature, which may include questions, balances, holdings, changes, ticker symbols, or public-source material. AI providers do not receive bank or brokerage credentials, private keys, or permission to act on accounts. See AI Transparency for chat storage and limitation details.
Ascend depends on the data currently available from your connected accounts, public chains, market data, and anything you enter manually. Some balances, prices, property estimates, or manually entered values may be stale or estimated. Treat projections, comparisons, research, and AI explanations as context, not certainty. Learn how to read number quality.
Face ID / Touch ID is a device-local privacy lock. It helps prevent someone holding an unlocked device from opening Ascend and seeing balances. It is not a replacement for account authentication and does not give Ascend access to biometric data.
You can disconnect individual sources, export account data, or permanently delete your account from Settings. Exports omit passwords, tokens, secrets, authenticator material, and provider-connection material. Account deletion first attempts to revoke supported upstream access, then purges user-scoped data. Failed provider revocations stay pending for retry. See the Privacy Notice for retention and backup caveats.
Ascend relies on financial connection, hosting, database, payment, email, market-data, blockchain, and AI providers. The current categories and named providers are listed in the Privacy Notice. Provider availability, coverage, and policies can change.
Administrative access is role-restricted. Support diagnostics are designed to show connection health, provider, account type, errors, and timestamps before sensitive financial fields. Privileged actions and sensitive support access are logged. Suspected security incidents should be reported to security@ascendwealth.app; Ascend will investigate, contain access where possible, preserve relevant records, and notify affected users when appropriate.
Free includes one bank or 401(k) connection, manual assets and debts, keyless wallet tracking, projections, and a bounded Ask Ascend taste. Automatic brokerage sync and additional bank/401(k) connections require Pro.
See also our Privacy Notice, Terms of Service, AI Transparency, Number Quality, and Data Guide.
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