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Home Court filings Plaid Privacy In re Plaid Inc. Privacy Litigation — N.D. Cal., No. 4:20-cv-03056-DMR Declaration of Whitty Somvichian — In re Plaid Inc. Privacy Litigation (Dkt. 113-1, N.D. Cal. No. 4:20-cv-03056)

Court filing

Declaration of Whitty Somvichian — In re Plaid Inc. Privacy Litigation (Dkt. 113-1, N.D. Cal. No. 4:20-cv-03056)

Filed December 11, 2020 in In re Plaid Inc. Privacy Litigation; one of 174 filings from this case.

Record facts

CourtU.S. District Court for the Northern District of California
Filed2020-12-11

U.S. District Court for the Northern District of California · No. 4:20-cv-03056-DMR · Doc. 113-1 · 2020-12-11 · Docket on CourtListener

Full text

SOMVICHIAN DECL ISO RJN ISO REPLY ISO 
MTD CONSOL. AMEN. COMPLAINT 
4:20-CV-3056-DMR 
 
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COOLEY LLP 
ATTORNEYS AT LAW 
SAN FRANCISCO 
COOLEY LLP 
MICHAEL G. RHODES (116127) 
(rhodesmg@cooley.com) 
WHITTY SOMVICHIAN (194463) 
(wsomvichian@cooley.com) 
KYLE C. WONG (224021)  
(kwong@cooley.com) 
LAUREN J. POMEROY (291604) 
(lpomeroy@cooley.com) 
ELLIE BARCZAK (329180)  
(ebarczak@cooley.com) 
101 California Street, 5th Floor 
San Francisco, CA 94111-5800 
Telephone: 
+1 415 693 2000 
Facsimile: 
+1 415 693 2222 
Attorneys for Defendant 
Plaid Inc. 
 
 
UNITED STATES DISTRICT COURT 
NORTHERN DISTRICT OF CALIFORNIA 
OAKLAND DIVISION 
 
IN RE PLAID INC. PRIVACY LITIGATION 
 
_____________________________________ 
THIS DOCUMENT RELATES TO: 
  
                                         ALL ACTIONS 
Case No. 4:20-cv-03056-DMR 
DECLARATION OF WHITTY SOMVICHIAN 
IN SUPPORT OF REQUEST FOR JUDICIAL 
NOTICE IN SUPPORT OF PLAID INC.’S 
REPLY INS SUPPORT OF MOTION TO 
DISMISS PLAINTIFFS’ CONSOLIDATED 
AMENDED COMPLAINT 
Date: 
TBA 
Time: 
1:00 p.m. 
Dept: 
Courtroom 4 – 3rd Floor 
Judge: 
Donna M. Ryu 
 
Trial Date: None Set 
Date Action Filed: May 4, 2020 
 
 
 
Case 4:20-cv-03056-DMR     Document 113-1     Filed 12/11/20     Page 1 of 10

 
 
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COOLEY LLP 
ATTORNEYS AT LAW 
SAN FRANCISCO 
I, Whitty Somvichian, hereby declare as follows: 
1. 
I am an attorney licensed to practice law in the State of California and am a partner 
at the law firm Cooley LLP, counsel for Defendant Plaid Inc. (“Plaid”) in the above-titled action.  
I make this declaration based on my personal knowledge of the matters stated herein, if called as a 
witness, I could and would testify competently about them.   
2. 
I submit this Declaration in support of Plaid’s Request for Judicial Notice in Support 
of Plaid Inc.’s Reply in Support of Motion to Dismiss Plaintiffs’ Consolidated Amended Complaint 
(“Plaid’s RJN”) filed concurrently herewith. 
3. 
Attached hereto as Exhibit A is a true and correct copy of the document available 
at https://web.archive.org/web/20150326011404/https://www.plaid.com/legal/, which contains 
Plaid’s Privacy Policy as of March 26, 2015 (as indicated by the Wayback Machine capture date), 
with an effective date of November 11, 2013 (as shown on page 7 of the PDF). 
4. 
Attached hereto as Exhibit B is a true and correct copy of  the document available 
at https://web.archive.org/web/20141010160817/www.plaid.com/legal/ which contains Plaid’s 
Privacy Policy as of October 10, 2014 (as indicated by the Wayback Machine capture date), with 
an effective date November 11, 2013 (as shown on page 12 of the PDF).  
5. 
Attached hereto as Exhibit C is a true and correct copy of the document available 
at https://web.archive.org/web/20160319102837/www.plaid.com/legal/ which contains Plaid’s 
Privacy Policy as of March 19, 2016 (as indicated by the Wayback Machine capture date), with an  
effective date of November 11, 2013 (as shown on page 7 of the PDF). 
6. 
Attached hereto as Exhibit D is a true and correct copy of  the document available 
at https://web.archive.org/web/20150919214748/www.plaid.com/legal/ which contains Plaid’s 
Privacy Policy as of September 19, 2015 (as indicated by the Wayback Machine capture date), with 
an effective date of November 11, 2013 (as shown on page 12 of the PDF).  
7. 
Attached hereto as Exhibit E is a true and correct copy of the document available 
at https://web.archive.org/web/20190101181607/https://plaid.com/legal/ which contains Plaid’s 
End User Privacy Policy as of as of January 1, 2019 (as indicated by the Wayback Machine capture 
date), with an effective date of June 14, 2018 (as shown on page 1 of the PDF). 
Case 4:20-cv-03056-DMR     Document 113-1     Filed 12/11/20     Page 2 of 10

 
 
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COOLEY LLP 
ATTORNEYS AT LAW 
SAN FRANCISCO 
8. 
Attached hereto as Exhibit F is a true and correct copy of the document available at 
https://web.archive.org/web/20190530174759/https://plaid.com/legal/#end-user-privacy-policy 
which contains Plaid’s End User Privacy Policy as of as of May 30, 2019 (as indicated by the 
Wayback Machine capture date), with an effective date of  May 29, 2019 (as shown on page 4 of 
the PDF). 
9. 
Attached hereto as Exhibit G is a true and correct copy of the document available 
at https://web.archive.org/web/20200101210746/https://plaid.com/legal/  which contains  Plaid’s 
End User Privacy Policy as of January 1, 2020  (as indicated by the Wayback Machine capture 
date), effective December 30, 2019 (as shown on page 2 of the PDF). 
10. 
Each exhibit was downloaded by visiting the publicly available website 
https://archive.org/web/ (the “Wayback Machine”), searching www.plaid.com/legal, and 
identifying the version that was captured on the closest date preceding the date when each Plaintiff 
alleges to have connected their financial accounts to Venmo according to the Consolidated 
Amended Complaint (“CAC”) (the Exhibits’ “Capture Date”).   CAC ¶¶ 100, 111, 121, 130, 140, 
150, 159, 168, 178, 188, 199.  While Exhibits A, B, C and D were captured by the Wayback 
Machine on different dates, they all reflect the same Privacy Policy with the same effective date of 
November 11, 2013.   
11. 
For Plaintiffs Mullen, Yeomelakis and Sacks, the Wayback Machine did not capture 
Plaid’s Privacy Policy prior to the date when they allegedly linked their financial accounts, but 
Exhibit A, captured on March 26, 2015 shows an effective date of November 11, 2013, which 
precedes the dates when they allegedly linked their financial accounts.  
12. 
For Plaintiff Umali and Evans, whose sign-up dates are only listed as a year, 2015 
and 2016 respectively, the capture dates are the closest available from the Wayback Machine that 
predate January 1, 2015 and January 1, 2016, respectively.  
13. 
For Plaintiff Anderson, whose sign-up date is only listed as 2019, the applicable 
version is either Exhibit E (captured on January 1, 2019 with an effective date of June 14, 2018) or 
Exhibit F (captured on May 30, 2019 with an effective date of May 29, 2019). 
14. 
Exhibit G, which applies to Plaintiff Sotelo, contains the Privacy Policy effective 
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MTD CONSOL. AMEN. COMPLAINT 
4:20-CV-3056-DMR 
 
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COOLEY LLP 
ATTORNEYS AT LAW 
SAN FRANCISCO 
December 30, 2019, which is the same effective date as Exhibit A (EFC No. 79-1) attached to the 
Dettmer Declaration (EFC No. 79) in support of Plaid’s Motion to Dismiss (EFC. No 78).  Exhibit 
F confirms that this December 30, 2019 version of the Privacy Policy, previously submitted with 
Plaid’s original Request for Judicial Notice, was in effect before Plaintiff Sotelo allegedly linked 
his financial account. 
15. 
For the Court’s convenience, below is a chart that identifies, for each Plaintiff, the 
applicable Exhibit, with the Exhibit’s Capture Date as shown in the Wayback Machine and the 
effective date of the Privacy Policy contained therein, as shown by the “Last Updated” dated in the 
document. 
 
Plaintiff 
App Sign-Up Date 
Relevant 
Exhibit 
Capture 
Date 
Privacy 
Policy 
Effective 
Date 
Mullen 
Mar. 2014 
Venmo (CAC ¶ 150) 
Ex. A 
March 26,  
2015 
November 
11, 2013 
Yeomelakis 
Mar. 2014 
Venmo (CAC ¶ 199) 
Ex. A 
March 26,  
2015 
November 
11, 2013 
Sacks 
June 2014 
Venmo (CAC ¶ 159) 
Ex. A 
March 26,  
2015 
November 
11, 2013 
Curtis 
Apr. 2015 
Venmo (CAC ¶ 121) 
Ex. A 
March 26, 
2015 
November 
11, 2013 
Mitchell 
Aug. 2015 
Venmo (CAC ¶ 140) 
Ex. A 
March 26, 
2015 
November 
11, 2013 
Umali 
2015 
Venmo (CAC ¶ 188) 
Ex. B 
October 10, 
2014 
November 
11, 2013 
Schoeneman 
July 2016 
Venmo (CAC ¶ 168) 
Ex. C 
March 19, 
2016 
November 
11, 2013 
Evans 
2016 
Venmo (CAC ¶ 130) Ex. D 
September 
19, 2015 
November 
11, 2013 
Cottle 
Jan. 2019 
Venmo (CAC ¶ 111) Ex E. 
 
January 1, 
2019 
June 14, 
2018 
Anderson 
2019 
Venmo (CAC ¶ 100) 
Ex. E 
 
January 1, 
2019 
June 14, 
2018 
 
 
Ex. F 
May 30, 
2019 
May 29, 
2019 
Sotelo 
Feb. 2020 
Venmo (CAC ¶ 178) 
Ex. G 
 
January 1, 
2020  
December 
30, 2019 
 
16. 
Attached hereto as Attachment 1 is the chart from pages 4-5 of Plaid’s Motion to 
Case 4:20-cv-03056-DMR     Document 113-1     Filed 12/11/20     Page 4 of 10

 
 
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SOMVICHIAN DECL ISO RJN ISO REPLY ISO 
MTD CONSOL. AMEN. COMPLAINT 
4:20-CV-3056-DMR 
 
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COOLEY LLP 
ATTORNEYS AT LAW 
SAN FRANCISCO 
Dismiss, with three columns added to show the analogous disclosures from each version of the 
Privacy Policy attached as Exhibits A-G hereto. 
 
I declare under penalty of perjury under the law of the United States that the foregoing is 
true and correct.  Executed this 11th day of December 2020 in Oakland, California.  
 
/s/ Whitty Somvichian 
Whitty Somvichian 
 
Attorneys for Defendant  
Plaid Inc. 
 
Case 4:20-cv-03056-DMR     Document 113-1     Filed 12/11/20     Page 5 of 10

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Attachment 1 
 
 
Case 4:20-cv-03056-DMR     Document 113-1     Filed 12/11/20     Page 6 of 10

 
 
Information 
Plaintiffs 
Allege Plaid’s 
End User 
Privacy Policy 
Fails To 
Disclose CAC 
¶ 74(h). 
Current1 Plaid Privacy 
Policy (ECF No. 79-A) 
Effective 
 December 30, 2019 &  
Exhibit G 
Privacy Policy Effective  
November 11, 2013 
 
Exhibits A, B, C, and D 
Privacy Policy 
Effective  
June 14, 2018 
 
Exhibit E 
Privacy Policy Effective 
June 14, 2018 
 
Exhibit F 
“Plaid collects 
consumer bank 
login 
information 
directly[.]”  
“[W]e collect identifiers 
and login information 
required by the provider 
of your account, such as 
your username and 
password, or a security 
token. In some cases, 
we also collect your 
phone number, email 
address, security 
questions and answers, 
and one-time password 
(OTP) to help verify 
your identity before 
connecting your 
financial accounts.” (Ex. 
G at 4-5). 
“[As an end user] you are 
agreeing to share financial 
information with us 
including but not limited to, 
your account credentials, 
transactional histories, 
account numbers and 
balances/limits as well as 
general identify data 
including names and 
addresses of all account 
holders. You are enabling 
us to interact with and 
through your financial 
institutions on your behalf 
and with your consent.” 
(Ex. A at 9; Ex. B at 15-16; 
Ex. C at 9 and Ex. D at 15).  
 
  
 
“When you connect your 
financial accounts with a 
developer application, 
you may provide, 
through our integrated 
services, login 
information required by 
your financial institution 
to access your account, 
such as your username 
and password, answers 
to challenge questions, 
or a security token.” (Ex. 
E at 3). 
  
 
“[W]e collect login 
information required by 
the provider of your 
account, such as your 
username and password, 
answers to challenge 
questions, or a security 
token. In some cases, we 
also collect your phone 
number to help verify 
your identity before 
connecting your financial 
accounts.” (Ex. F at 5.) 
“Plaid uses 
bank login 
information to 
access 
consumers’ 
accounts.”  
“When providing this 
information, you give 
the developer and Plaid 
the authority to act on 
your behalf to access 
and transmit your End 
User Information from 
the relevant bank or 
other entity that 
provides your financial 
accounts.”  (Ex. G at 5). 
“You are enabling us to 
interact with and through 
your financial institutions 
on your behalf and with 
your consent.” (Ex. A at 9; 
Ex. B at 16; Ex. C at 9 and 
Ex. D at 15). 
 
  
“When providing this 
information, you give 
the developer, and Plaid 
as its service provider, 
the authority to act on 
your behalf to access and 
transmit your 
information from the 
relevant financial 
institution.” (Ex. E at 3). 
  
 
“When providing this 
information, you give the 
developer and Plaid the 
authority to act on your 
behalf to access and 
transmit your information 
from the relevant 
financial institution and 
other financial service 
provider.” (Ex. F at 5.) 
“Plaid collects 
all available 
private financial 
and other 
identifying data 
“The data collected 
from your financial 
accounts includes 
information from all 
your accounts (e.g., 
 “[As an end user] you are 
agreeing to share financial 
information with us 
including but not limited to, 
your account credentials, 
“The data may include 
information from all 
your sub-accounts (e.g., 
checking, savings, and 
credit card) accessible 
“The data collected from 
your financial accounts 
includes information from 
all your sub-accounts 
(e.g., checking, savings, 
 
1 Current in this chart means current as of December 11, 2020, the date of this filing.  
Case 4:20-cv-03056-DMR     Document 113-1     Filed 12/11/20     Page 7 of 10

 
 
from every 
available 
account once it 
accesses the 
‘linked’ 
account[.]”  
checking, savings, and 
credit card) accessible 
through a single set of 
account credentials.” 
(Ex. G at 6). 
 
“The information we 
receive from the 
financial product and 
service providers that 
maintain your financial 
accounts varies 
depending on the 
specific Plaid services 
developers use to power 
their applications, as 
well as the information 
made available by those 
providers.” (Ex. G at 5). 
 
transactional histories, 
account numbers and 
balances/limits as well as 
general identify data 
including names and 
addresses of all account 
holders. You are enabling 
us to interact with and 
through your financial 
institutions on your behalf 
and with your consent.” 
(emphasis added) (Ex. A at 
9; Ex. B at 15-16; Ex. C at 
9 and Ex. D at 15). 
 
through a single set of 
account credentials, even 
if only a single sub 
account is designated by 
you.” (Ex. E at 4).  
 
“The information we 
receive from the 
financial institutions that 
maintain your financial 
accounts may vary 
depending on the 
specific Plaid services 
our developers use to 
power their applications, 
as well as the 
information made 
available by your 
financial institutions.” 
 (Ex. E at 3). 
and credit card) 
accessible through a 
single set of account 
credentials.” (Ex. F at 6.) 
 
“The information we 
receive from the financial 
institutions and other 
financial service 
providers that maintain 
your financial accounts 
varies depending on the 
specific Plaid services our 
developers use to power 
their applications, as well 
as the information made 
available by those 
institutions and 
providers” (Ex. F at 5.) 
Plaid sells the 
consumer 
banking data it 
collects to its 
clients[.]”  
“We do not sell or rent 
personal information 
that we collect.” (Ex. G 
at 9). 
 
“We share your End 
User Information for a 
number of business 
purposes: With the 
developer of the 
application you are 
using and as directed by 
that developer (such as 
with another third party 
if directed by you).”  
(Ex. G at 8). 
“Plaid does not sell or rent 
any personal information to 
marketers or third parties 
that have not been explicitly 
authorized (e.g. in the case 
of a client).” (Ex. A at 10; 
Ex. B at 17; Ex. C at 10 and 
Ex. D at 16).  
 
  
“If you authorize an 
application to access your 
Plaid account, you 
acknowledge that we may 
share financial information 
with the third party that 
provides the authorized 
application.”  (Ex. A at 10; 
Ex. B at 17; Ex. C at 10 and 
Ex. D at 17).  
 
“We do not sell or rent 
end user information to 
marketers or other third 
parties.” (Ex. E at 5). 
  
“But we do share end 
user information with 
third parties as described 
in this Policy. For 
example, we share your 
information with the 
developer of the 
application you are using 
and as directed by that 
developer.” (Ex. E at 5). 
 
“We do not sell or rent 
end user information to 
marketers or other third 
parties.” (Ex. F at 7.) 
 
“[W]e share your 
information with the 
developer of the 
application you are using 
and as directed by that 
developer (such as with 
another third party if so 
directed by you).” (Ex. F 
at 7.) 
“Plaid 
otherwise uses 
and monetizes 
the consumer 
banking data it 
collects[.]”  
“We use your End User 
Information for a 
number of business and 
commercial purposes, 
including to operate, 
improve, and protect the 
services we provide, and 
 “Plaid uses your personal 
information as follows: To 
operate and maintain the 
Service (such as, overall 
operating and maintenance, 
providing customer service, 
fixing malfunctions, testing 
our security systems etc.)” 
“We use the information 
we collect to operate, 
improve, and protect the 
services we provide, and 
to develop new 
services.” (Ex. E at 4). 
 
  
“We use the information 
we collect to operate, 
improve, and protect the 
services we provide, and 
to develop new Services.” 
(Ex. F at 20.) 
 
 
Case 4:20-cv-03056-DMR     Document 113-1     Filed 12/11/20     Page 8 of 10

 
 
to develop new 
services.”  
(Ex. G at 7). 
 
(Ex. A at 10; Ex. B at 16; 
Ex. C at 10 and Ex. D at 
16). 
 
 
  
. 
“Plaid stores the 
consumer 
banking data it 
collects[.]”  
 
“As permitted under 
applicable law, even 
after you stop using an 
application or terminate 
your account with one 
or more developer, we 
may still retain your 
information (for 
example, if you still 
have an account with 
another developer).”  
(Ex. G at 9-10). 
“All content submitted by 
you to the Service or 
collected on your behalf 
from a third-party (e.g., 
client) application or a 
financial institution (e.g., a 
bank) may be retained by us 
indefinitely, even after you 
terminate your account.” 
(Ex. A at 8; Ex. B at 14; Ex. 
C at 8 and Ex. D at 13). 
“As permitted under 
applicable law, even 
after you stop using an 
application or terminate 
your account with our 
developers we may still 
retain your information 
(for example, if you still 
have an account with 
another developer or if 
there is residual 
information within our 
databases or systems).” 
(Ex. E at 6). 
 
“As permitted under 
applicable law, even after 
you stop using an 
application or terminate 
your account with one of 
our developers, we may 
still retain your 
information (for example, 
if you still have an 
account with another 
developer).”  (Ex. F at 7.) 
Venmo 
purchases, uses, 
and stores the 
consumer 
banking data 
collected by 
Plaid[.]” 
 “We share your End 
User Information for a 
number of business 
purposes: With the 
developer of the 
application you are 
using and as directed by 
that developer (such as 
with another third party 
if directed by you).”  
(Ex. G at 8). 
 “If you authorize an 
application to access your 
Plaid account, you 
acknowledge that we may 
share financial information 
with the third party that 
provides the authorized 
application.” (Ex. A at 10; 
Ex. B at 17; Ex. C at 10 and 
Ex. D at 17).  
 
“But we do share end 
user information with 
third parties as described 
in this Policy. For 
example, we share your 
information with the 
developer of the 
application you are using 
and as directed by that 
developer.” (Ex. E at 5). 
 
  
“[W]e share your 
information with the 
developer of the 
application you are using 
and as directed by that 
developer (such as with 
another third party if so 
directed by you).” (Ex. F 
at 7.) 
“Plaid continues 
to access 
accounts and 
collect, sell and 
use consumer 
banking data 
after the initial 
connection is 
made, 
regardless of 
whether the 
consumer 
continues using 
the Venmo 
app[.]”  
“As permitted under 
applicable law, even 
after you stop using an 
application or terminate 
your account with one 
or more developer, we 
may still retain your 
information (for 
example, if you still 
have an account with 
another developer).”  
(Ex. G at 9-10). 
 
“All content submitted by 
you to the Service or 
collected on your behalf 
from a third-party (e.g., 
client) application or a 
financial institution (e.g., a 
bank) may be retained by us 
indefinitely, even after you 
terminate your account.” 
(Ex. A at 8; Ex. B at 14; Ex. 
C at 8 and Ex. D at 13). 
“As permitted under 
applicable law, even 
after you stop using an 
application or terminate 
your account with our 
developers we may still 
retain your information 
(for example, if you still 
have an account with 
another developer or 
there is residual 
information within our 
data bases or systems).” 
 (Ex. E at 6). 
 
“As permitted under 
applicable law, even after 
you stop using an 
application or terminate 
your account with one of 
our developers, we may 
still retain your 
information (for example, 
if you still have an 
account with another 
developer).”  (Ex. F at 7.) 
Case 4:20-cv-03056-DMR     Document 113-1     Filed 12/11/20     Page 9 of 10

 
 
“Plaid does not 
exercise 
adequate 
oversight over 
how consumer 
banking data is 
stored or used 
after it sells that 
data to 
Venmo[.]”  
“Please note that this 
Policy only covers the 
information that Plaid 
collects, uses, and 
shares. It does not 
explain what developers 
do with any End User 
Information we provide 
to them (or any other 
information they may 
collect about you 
separately from Plaid). 
This Policy also does 
not cover any websites, 
products, or services 
provided by others. We 
encourage you to review 
the privacy policies or 
notices of developers or 
those third parties for 
information about their 
practices.” (Ex. G at 4). 
 “This policy does not apply 
to any website, product or 
service of any third-party 
company even if the 
website or application links 
to (or from) the Service. 
Plaid does not operate those 
websites, products, or 
services - please always 
review the privacy practices 
of a company before 
deciding whether to provide 
any information to them.” 
(Ex. A at 8; Ex. B at 13; Ex. 
C at 8 and Ex. D at 12). 
 
  
  
 
“Please note that this 
Policy only covers the 
information that Plaid 
collects, uses, and 
shares, and it does not 
explain what our 
developers do with any 
end user information we 
provide to them (or any 
other information they 
collect about you, their 
end user). This Policy 
also does not cover any 
websites, products, or 
services provided by 
others. We encourage 
you to review the 
privacy policies or 
notices of our developers 
or those third parties for 
information about their 
practices.” (Ex. E at 2-
3). 
 
  
Please note that this 
Policy only covers the 
information that Plaid 
collects, uses, and shares, 
and it does not explain 
what our developers do 
with any end user 
information we provide to 
them (or any other 
information they collect 
about you, their end user). 
This Policy also does not 
cover any websites, 
products, or services 
provided by others. We 
encourage you to review 
the privacy policies or 
notices of our developers 
or those third parties for 
information about their 
practices. (Ex. F at 5.) 
 
Case 4:20-cv-03056-DMR     Document 113-1     Filed 12/11/20     Page 10 of 10

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