Privacy Policy

Personal Information: Name, address, phone number, email address, date of birth, Social Security number, government-issued identification, employment information, and financial information.

Investment Information: Investment objectives, risk tolerance, financial situation, investment experience, and transaction history.

Technical Information: IP address, browser type, device information, and usage patterns when accessing our digital platforms.

We do not sell, rent, or otherwise disclose your personal information to third parties except:

• With your explicit consent
• To comply with legal or regulatory requirements
• To authorized service providers bound by confidentiality agreements
• In connection with the sale or transfer of our business
• To prevent fraud or protect the rights and safety of our clients

We implement industry-leading security measures including:

• 256-bit SSL encryption for all data transmission
• Multi-factor authentication for account access
• Regular security audits and penetration testing
• SOC 2 Type II compliance and monitoring
• Restricted access to personal information on a need-to-know basis

You have the right to:

• Access and review your personal information
• Request corrections to inaccurate information
• Opt-out of certain communications
• Request deletion of your information (subject to legal requirements)
• Receive a copy of your personal information in a portable format