Your records stay private
Unlock HSA does not sell personal information or uploaded document data. Records are used to provide the product features you ask Unlock HSA to perform.
How Unlock HSA protects your records
Medical paperwork can include sensitive financial and health details. Unlock HSA is designed as a recordkeeping layer for organizing, reviewing, and exporting your own evidence while keeping privacy and portability clear.
AI and document use
Uploaded documents, expense data, and account information are not used to train or fine-tune large language models. They are processed to provide Unlock HSA features.
Secure recordkeeping
Sensitive reimbursement and intake details are protected according to the app's implemented security model, including encryption for covered sensitive fields where implemented.
Connected cloud copies
Google Drive and Dropbox copies are optional when enabled and remain subject to those provider accounts, permissions, and controls.
Portability
Unlock HSA keeps app-managed records needed for product workflows. Connected cloud copies and exports can help you retain your own copies.
What Unlock HSA does not do
Unlock HSA does not determine eligibility, guarantee reimbursement, manage investments, recommend delaying reimbursement, represent users in audits, or provide tax, legal, medical, insurance, investment, or reimbursement advice.
Account hygiene still matters
Use strong passwords, protect email and connected-storage accounts, review sharing settings, and handle exported files carefully. Connected copies and exports can improve portability, but they also depend on how those accounts and files are protected.
FAQ
Does Unlock HSA give tax or financial advice?
No. Unlock HSA provides recordkeeping, workflow, and educational tools only. Users remain responsible for expense qualification, tax positions, contribution limits, and advisor consultation.
Will Unlock HSA sell my personal information or use my data to train AI models?
No. Unlock HSA does not sell personal information or uploaded document data, and uploaded documents, expense data, and account information are not used to train or fine-tune large language models.
Is my sensitive data encrypted?
Covered sensitive fields are protected according to the implemented security model, including encryption where implemented. Users should still protect their email, password, connected-storage accounts, and exported files.
Do I need to upload receipts to my HSA vendor if I use Unlock HSA?
HSA vendors may report distribution totals, but users generally remain responsible for keeping supporting records. Unlock HSA helps organize those records for your own review.
Can Unlock HSA help me know how much I may be able to reimburse?
Unlock HSA can help organize bills, EOBs (Explanation of Benefits), receipts, proof of payment, reimbursement history, and review notes so amounts are easier to review. It does not determine whether an expense qualifies or guarantee reimbursement.
Can Unlock HSA work with Google Drive or Dropbox?
Connected cloud copies are optional when enabled. Those copies remain subject to the account controls, sharing settings, and security posture of the connected provider.
Can I export my records?
Yes. Unlock HSA can help create exports and audit-support packages with organized records. Exported files should be stored and shared carefully.
See how the recordkeeping workflow fits together.
The product tour and long-term HSA recordkeeping page show how records move from intake to review, reimbursement history, and audit-support export.