1. Data Collection
We collect information that you provide directly to us, including personal information, financial information, and any other information you choose to provide. We also collect data automatically when you use our services.
2. Use of Information
We use the information we collect to provide, maintain, and improve our services, to process your transactions, and to communicate with you about your account and our services.
3. Data Sharing
- With financial advisors you choose to connect with
- With service providers who assist in our operations
- When required by law or to protect rights
- With your explicit consent
4. Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
5. Your Rights
You have the right to access, correct, or delete your personal information. You can also object to processing and request data portability. Contact our support team to exercise these rights.
Last updated: January 2024
For privacy-related inquiries, please contact our Data Protection Officer.