Information We May Collect
Account information, contact details, usage data, watchlists, alerts, preferences, virtual portfolio entries, device data and communication records.
Legal
This draft privacy policy copy is provided for implementation planning and should be reviewed by qualified legal counsel before publication.
Account information, contact details, usage data, watchlists, alerts, preferences, virtual portfolio entries, device data and communication records.
Provide the product, personalize workflows, improve performance, send updates, support security and comply with applicable requirements.
Virtual portfolio entries and watchlists should be treated as user-provided workflow data, not brokerage account custody or execution activity.
Questions, prompts, answers and feedback may be used to improve AI-assisted experiences subject to consent and privacy controls.
Users may request access, correction, deletion or other rights subject to applicable privacy laws.
Direct answers for search, answer engines and voice search.
No. This privacy policy copy is a content draft and should be reviewed by legal counsel.
Account data, usage data, watchlists, alerts, preferences, virtual portfolio entries and AI interaction data depending on implementation.