Privacy Policy

• Account information — such as your name, email address and sign-in credentials.
• Content you provide — such as fund details, instructions to your Advisor and preferences.
• Usage information — such as pages visited, features used, device and browser type, and approximate location.

• To provide, maintain and personalize the Services;
• To secure accounts and prevent fraud and abuse;
• To communicate with you about your account and important updates;
• To understand how the Services are used so we can improve them;
• To comply with legal obligations.

We do not sell your personal information. We share it only:

• With service providers who help us operate the Services, under confidentiality obligations;
• With people you choose to invite to your workspace;
• When required by law or to protect the rights, safety and security of our members and the Services;
• In connection with a merger, acquisition or sale of assets, subject to this Policy.

We use enterprise-grade administrative, technical and physical safeguards designed to protect your information, including encryption and access controls. No method of transmission or storage is completely secure, but we work continuously to protect your data.

We keep personal information for as long as your account is active or as needed to provide the Services, comply with our legal obligations and resolve disputes.

Depending on where you live, you may have the right to access, correct, delete or export your personal information, or to object to certain processing. You can update most account information from your settings, and you may contact us from your account to exercise any other rights.

We use essential cookies to keep you signed in and to secure the Services, and limited analytics to understand how the Services are used. You can control cookies through your browser settings.

Your information may be processed in countries other than your own. Where we transfer information internationally, we use appropriate safeguards as required by applicable law.

The Services are not directed to individuals under 18, and we do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. When we make material changes, we will update the date above and, where appropriate, notify you.