USER AGREEMENT

Privacy Policy

Effective Date: 09/22/2023

Welcome to TRADEFOLIO! Protecting your privacy is of utmost importance to us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you use our platform and services.

1. Information We Collect

We may collect various types of personal information to provide and improve our services. This includes, but is not limited to:

  • Contact Information: This may include your name, email address, phone number, and postal address. This information allows us to communicate with you, provide support, and send important updates.
  • Account Information: When you create an account with us, we collect information such as usernames, passwords, and other security- related data. This information is used for authentication and account access.
  • Financial Information: In order to execute trades on your behalf, we may collect and process details related to your brokerage accounts, including account numbers, transaction history, and balances.
  • Usage Data: We gather information about your interactions with our platform. This includes pages visited, features used, time spent on each page, and other actions taken within the platform. This data helps us understand how you use TradeFolio and enables us to enhance your experience.
  • Device Information: We collect information about the device you use to access our platform. This may include your IP address, browser type, operating system, and device identifiers. This information helps us optimize the platform for different devices and troubleshoot technical issues.

2. How We Use Your Information

We may use your personal information for the following purposes:

  • Providing and Improving Services: Your information enables us to deliver our services, including trade execution and account management. It also helps us enhance the functionality and features of our platform.
  • Communications: We may use your contact information to send you important updates, account notifications, and promotional materials. You have the option to opt out of promotional communications.
  • Analytics and Research: We analyze usage patterns and trends to gain insights into how our platform is used. This information helps us make data-driven decisions to improve our services.

3. Sharing of Information

We do not sell or rent your personal information to third parties. However, we may share your information with:

  • Third-party Service Providers: We may engage trusted third-party service providers to assist us in delivering and maintaining our services. These providers may have access to your personal information but are bound by confidentiality agreements.
  • Regulatory Authorities and Law Enforcement: In certain situations, we may be required to disclose your information to comply with legal obligations or respond to lawful requests from regulatory authorities or law enforcement agencies.
  • Affiliates and Partners: We may collaborate with affiliated companies or partners to offer specific features or promotions. In such cases, your information may be shared in a manner consistent with this Privacy Policy.

4. Security Measures

We employ industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. These measures include encryption, access controls, and regular security assessments. However, please be aware that no method of transmission over the internet or electronic storage is completely secure.

5. Your Choices

You have the right to:

  • Access, Correct, or Update Information: You can access, review, correct, or update your personal information through your account settings.
  • Opt Out of Promotional Communications: You can choose to opt out of receiving promotional communications from us by following the instructions provided in the communication.
  • Close Your Account: If you no longer wish to use our services, you can request to close your account. Upon closure, your personal information will be deleted in accordance with our data retention policies.

6. Children’s Privacy

Our platform is not directed towards children under the age of 13. We do not knowingly collect personal information from children. If you believe that we have inadvertently collected information from a child, please contact us promptly to request its deletion.

7. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices and services. Any changes will be posted on this page with an updated effective date. We encourage you to review this Privacy Policy periodically.

8. Contact Us

If you have any questions or concerns about this Privacy Policy, or if you need assistance regarding your personal information, please contact us at contact@TRADEFOLIO.com.

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