Information We Collect.
We may collect the following information from you when you use our website:
Your name and contact information, such as your email address and phone number.
Demographic information, such as your age, gender, and location
Other information relevant to customer surveys and/or offers.
How do we use this information?
We use this information to understand your needs and provide you with better service, and in particular for the following reasons:
To respond to your inquiries and requests for information
To process your orders and transactions
To improve our products and services
To send you promotional emails about new products, opportunities, or other information that we think you may find interesting.
We may collect this information from a variety of sources, including:
Client applications and other forms
Transactions and interactions with us, our affiliates, or others
Public records and other sources
How We Use Your Information
We may use the personal information we collect for a variety of purposes, including:
Providing financial services and products to our clients
Communicating with our clients about their accounts and other matters
Complying with legal and regulatory requirements
Providing financial information and educational resources to our users
Communicating with our users about our services and offerings
Analyzing and improving our website and services
Protecting against fraud and other risks
We may share personal information with our affiliates, service providers, and other third parties as necessary to provide our services and comply with legal and regulatory requirements. We require these third parties to maintain appropriate safeguards to protect the confidentiality and security of the information we share with them.
We do not sell our client's personal information to third parties for marketing purposes.
How We Protect Your Information.
We maintain physical, electronic, and procedural safeguards to protect the confidentiality and security of our client's personal information. We restrict access to personal information to those employees and service providers who need to know this information to provide our services.
We regularly review and update our security measures to ensure they remain effective against new and emerging threats.
You may have certain choices regarding the collection, use, and sharing of your personal information. For example, you may choose not to provide certain information to us or request that we delete or limit the use of your information. However, these choices may affect our ability to provide our services to you.
You may also opt-out of certain communications from us, such as marketing emails or newsletters.