Privacy Policy

Information We Collect

We collect information you provide directly, such as your name, email address, password-related account information, profile details, family and student information, advisor relationships, saved content, college planning preferences, and information you enter into planning tools.

Depending on how you use the Education Planning Center, this may include financial planning inputs such as family income, savings information, college cost assumptions, expected contributions, scholarship or college lists, and other education planning data.

We may also collect information automatically, including device and browser information, IP address, pages viewed, referring pages, dates and times of access, search and filter activity, feature usage, cookies, and similar analytics or security data.

How We Use Information

We use information to provide and personalize the Education Planning Center, create and manage accounts, support college and financial planning workflows, display content and tools, connect families with advisors where applicable, and maintain user preferences.

We also use information to communicate with you about your account, support requests, product updates, security notices, policy changes, and educational resources that relate to the services you use.

We may use aggregated or de-identified information to understand usage trends, improve our content and tools, evaluate performance, troubleshoot issues, protect against fraud or misuse, and develop new features.

How We Share Information

We may share information with service providers that help us operate the Education Planning Center, such as hosting, authentication, email delivery, analytics, search, storage, database, security, and customer support providers. These providers are expected to use information only to provide services to us.

If you access the Education Planning Center through an employer, plan sponsor, advisor organization, state program, financial institution, or other client or partner, we may share information with that organization as needed to provide the branded experience, administer the relationship, support advisors or client administrators, and report on use of the service.

We may share information when required by law, legal process, or government request, or when we believe disclosure is reasonably necessary to protect the rights, safety, security, or property of Invite Education, our users, our clients, or others.

If Invite Education is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information may be transferred as part of that transaction, subject to appropriate protections.

Cookies and Similar Technologies

We use cookies and similar technologies to keep you signed in, remember preferences, route you to the appropriate branded experience, measure usage, improve performance, and protect the service.

Most browsers allow you to block or delete cookies. Some features of the Education Planning Center may not function properly if cookies are disabled.

Children's Privacy

The Education Planning Center is intended for parents, guardians, advisors, and other authorized adult users. It is not directed to children under 13, and we do not knowingly collect personal information directly from children under 13.

Parents, guardians, or authorized users may enter information about students for education planning purposes. If you believe a child has provided information to us directly without appropriate consent, please contact us.

Your Choices and Access

You may update certain account and profile information by signing in to your account. You may also contact us to request help accessing, correcting, or deleting information, subject to legal, security, operational, and contractual requirements.

You may opt out of non-essential marketing communications by using the unsubscribe instructions in those messages or by contacting us. We may still send transactional, account, security, or service-related messages.

Security and Retention

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, or alteration.

No method of transmission or storage is completely secure. We retain information for as long as reasonably necessary to provide the Education Planning Center, comply with legal obligations, resolve disputes, enforce agreements, and support legitimate business needs.

Third-Party Links and Services

The Education Planning Center may link to third-party websites, resources, tools, or content. We are not responsible for the privacy practices or content of third parties, and your use of those services is governed by their policies.

State Privacy Rights

Depending on where you live, you may have rights to request access, correction, deletion, portability, or other controls over certain personal information. To exercise applicable rights, contact us using the information below.

Changes to This Policy

We may update this Privacy Policy from time to time. When we make changes, we will update the effective date and provide additional notice when appropriate.