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Human Interest · humaninterest.com · Retirement plans

Human Interest’s legal terms, tracked since March 2026.

Human Interest’s public terms of service, privacy policy and plan terms, with every notable change in plain English and what the current documents say about participant data.

At a glance
Documents monitored13
Last notable changeSep 5, 2026Trust Center
Notable changes2 in 7 monthstypical vendor on these pages: 2 in 7 months
Updates detected since March 202647including formatting and page changes
Sub-documents identified so far4linked from Human Interest’s own documents
MonitoringActivesince Mar 12, 2026
Public page updated monthly · Last updated October 8, 2026 · Next update November 1, 2026Legal Sentinel tracks these documents continuously. See it in a demo
What RIAs should know

Human Interest’s terms allow AI training on participant information.

Human Interest’s Terms of Service say it may use participants’ information to train AI systems, to the extent not prohibited by its Privacy Policy and permitted by law. They also say the plan sponsor agrees to this use.

In September 2026, the Trust Center’s legal section added a Terms of Service link and removed its Data Processing Agreement link.

Its Privacy Policy says Human Interest does not sell personal information, but discloses it for various purposes to different categories of entities.

What the terms say

What Human Interest’s documents say about client data.

Quoted from the current version of each document. The right-hand column shows how many of the 75 vendors we monitor have a matching clause.

Using customer data to train AI

Addressed

“In connection with such AI use and implementation, Human Interest may use Participants' information to train such AI systems ("AI Training") to the extent not prohibited under Human Interest's Privacy Policy (the "Privacy Policy") and permitted by applicable law.”

Terms of Service · as of Oct 8, 2026 · view source
41%
of monitored vendors (31 of 75)

Sharing data with third parties

Addressed

“While we do not sell your personal information in exchange for monetary or other consideration, we disclose personal information for various purposes and with different categories of entities …”

Privacy Policy · as of Oct 8, 2026 · view source
92%
of monitored vendors (69 of 75)
Change history

What changed, and when.

Notable changes since monitoring began in March 2026, newest first. Each is written from our automated comparison of the before and after versions, then reviewed by a person.

Sep 5, 2026Trust CenterLegal terms

Removed the Data Processing Agreement link from its Trust Center

The Trust Center’s legal section now lists the Terms of Service in place of the Data Processing Agreement.

Jul 16, 2026DisclosuresLegal terms

Expanded general, tax and endorsement disclosures

Names both Human Interest Inc. and Human Interest Advisors LLC as not giving tax or legal advice, and adds sections on third-party endorsements.

+ 45 other updates detected, such as formatting, page layout and wording changes.
  • Oct 6, 2026: Audit Relief Terms
  • Oct 3, 2026: Terms of Service
  • Sep 26, 2026: Audit Relief Terms
  • Sep 23, 2026: Terms of Service
  • Sep 22, 2026: Audit Relief Terms
  • Sep 20, 2026: Terms of Service
  • Sep 19, 2026: Audit Relief Terms
  • Sep 17, 2026: Terms of Service
Documents monitored

13 Human Interest documents.

Sub-documents are other Human Interest documents that its policies link to, such as addenda and product terms. We list the ones identified so far; there may be others.

DocumentFirst capturedLast changed
Privacy Policyhumaninterest.com/privacy-policy
Links to 1 sub-document identified so far
Mar 12, 2026Jul 16, 2026
DOL Audit Defense Termshumaninterest.com/legal/dol-audit-defense-termsJul 16, 2026No change detected
Customer Experience Guarantee Termshumaninterest.com/legal/customer-experience-guarantee-termsJul 16, 2026No change detected
Price Match Guarantee Terms and Conditionshumaninterest.com/legal/price-match-guarantee-terms-and-conditionsJul 16, 2026No change detected
Audit Relief Termshumaninterest.com/legal/audit-relief-terms
Links to 1 sub-document identified so far
Jul 16, 2026Oct 6, 2026
Terms of Servicehumaninterest.com/terms-of-serviceAug 3, 2026Oct 3, 2026
Website Terms and Conditionshumaninterest.com/website-terms
Links to 1 sub-document identified so far
Mar 12, 2026Jul 16, 2026
Cashback Terms and Conditionshumaninterest.com/legal/cashback-termsMar 12, 2026Jul 16, 2026
Legal Document Centerhumaninterest.com/legalMar 12, 2026Jun 28, 2026
Trust Centersecurity.humaninterest.comMar 12, 2026Sep 15, 2026
HIA Disclosureshumaninterest.com/hia/disclosures
Links to 1 sub-document identified so far
Jul 16, 2026No change detected
Regulatory Filings (Form ADV)humaninterest.com/hia/regulatory-filingsAug 4, 2026No change detected
+ 1 more Human Interest documents monitored.
Questions

Human Interest terms: common questions.

Does Human Interest use participant data to train AI?

Its Terms of Service say Human Interest may use participants’ information to train AI systems to the extent not prohibited by its Privacy Policy and permitted by law, and that the plan sponsor agrees to this use.

When did Human Interest last change its terms?

The most recent notable change was on September 5, 2026, when its Trust Center replaced the Data Processing Agreement link with a Terms of Service link. Other recent updates changed contact email addresses.

Does Human Interest sell personal information?

Its Privacy Policy says Human Interest does not sell personal information for monetary or other consideration, but discloses it for various purposes to different categories of entities.

Scope and limitations. This page describes what Human Interest’s public documents say as of the dates shown. We monitor the documents listed above; we don’t verify how Human Interest operates in practice, test its security controls or confirm regulatory compliance. It isn’t legal advice, and it doesn’t cover negotiated agreements or order forms. Request a correction · No vendor pays to be listed.