Your Information. Your Privacy.
Organizing your important personal information requires trust. Tabeny is being designed with privacy, transparency, and customer control in mind. Tabeny is operated by Tabeny Inc.

Your Information Belongs to You
You decide what information to include in your Personal Information Portfolio and whom to share your completed copy with. The purpose is to organize what matters to you, not to ask for every private detail of your life.
Customer choice is central to the intended service. The personalized interview and portfolio are not yet available; this page explains our approach during development.
Only the Information You Choose to Provide
The planned guided interview will use information you voluntarily enter to prepare your portfolio and Readiness Score. Where possible, record where a document is kept rather than copying unnecessary sensitive details.
The forthcoming Readiness Score concerns the completeness and accessibility of recorded information, not legal or financial preparedness. Details of collection and processing will be explained in the finalized privacy policy before the service accepts sensitive customer information.
No Banking Passwords Required
Never enter online banking passwords, account login credentials, PINs, security-question answers, recovery codes, or one-time access codes into Tabeny or your portfolio.
A useful directory can identify an institution and the location of relevant records without including login details. Anyone helping you should follow the institution's authorized-access procedures, rather than use your credentials.
Designed to Minimize Information Retention
Tabeny is intended primarily as a portfolio-creation service, not a permanent repository for sensitive financial and personal records. Our aim is to limit collection and retention to what is needed for the service.
Actual retention periods and deletion procedures are still being implemented and verified and will be disclosed before launch. We do not currently promise immediate or automatic deletion, or that information is never stored.
Your Completed Portfolio
The intended product will let you download your completed portfolio and decide where to store it and with whom to share it. Personalized portfolio generation and downloads are not yet operational.
Keep any completed copies in a secure location and share them only with trusted individuals who have a clear reason to see the information. Share only what they need. Possessing a portfolio does not give anyone legal authority to act for you.
Transparency About Security
Protecting customer information is a priority throughout product development. Security decisions, service-provider arrangements, and information-handling procedures require implementation and verification before we describe them as operational protections.
We are not claiming particular encryption methods, security certifications, independent audits, or verified regulatory compliance. We will explain the service's actual practices before accepting sensitive customer information, so you can make an informed choice.
Our Privacy Commitments
These intended principles guide development. They are not a claim that every process or protection is already operational.
- Transparency
- Explain what information is used, why it is needed, and how it is handled.
- Data Minimization
- Seek only information relevant to creating the portfolio and avoid unnecessary sensitive details.
- Customer Choice
- Let customers choose what to record and how to store and share their completed copy.
- Responsible Handling
- Establish and verify appropriate handling, service-provider, retention, and deletion procedures.
Privacy Policy
A detailed privacy policy will be finalized before the service begins accepting sensitive customer information. It will cover collection, processing, service providers, retention, deletion, customer rights, and contact information.
This page is a pre-launch overview of our intended principles, not a legally finalized privacy policy. Actual procedures will be disclosed before launch.
Questions About Privacy?
Visit our Contact Us page for helpful links and the pre-launch form. Message delivery is not available yet.
Contact Us