Privacy policy

1. What we collect

To open and service an account, we collect identity information (name, date of birth, government ID), contact details, financial information relevant to suitability, and records of your activity on the platform.

2. How we use it

• To verify your identity and meet legal know-your-customer requirements.
• To open, manage, and report on your account.
• To communicate with you about your account and respond to support requests.
• To detect and prevent fraud or unauthorized account activity.

3. When we share it

We share information with custodians, payment processors, and identity-verification providers as needed to operate your account, and with regulators or law enforcement where legally required. We do not sell personal information to third parties.

4. Security

Data is encrypted in transit and at rest. Account access requires multi-factor authentication, and internal access to client data is limited to staff who need it to perform their role.

5. Retention

We retain account and identity records for as long as your account is open and for the period required afterward under applicable financial recordkeeping law.

6. Your rights

Depending on your jurisdiction, you may have the right to access, correct, or request deletion of your personal information, subject to our legal recordkeeping obligations. Contact us to make a request.

7. Cookies

We use essential cookies to keep you signed in and analytics cookies to understand how the site is used. You can control cookie preferences through your browser settings.

8. Contact

Privacy questions or requests can be sent to [email protected] or through our contact page.

This page is a design template. It is not a complete or legally reviewed Privacy Policy and should not be used as-is for an operating platform without review by a licensed attorney familiar with applicable privacy law (e.g. state privacy laws, GLBA, GDPR where relevant).