Dated: September 1, 2016
How You Accept This Policy
As A Visitor
We also collect various types of anonymous information about visitors to the Website, such as device-related information (e.g., browser type, IP address) and server log information (e.g., date and time of day of your visit). And we collect information that you input into this Website.
As A Customer
When you register with us or become a customer of Propellr Securities, LLC, we will also collect certain personal information, including your full legal name, email address, permanent address and date of birth. In order to provide financial services, we also are required to collect certain additional information, including your social security number and financial status. You may choose not to provide this information, but you cannot become a customer without providing it.
How We Use Your Personal Information
As part of this process, we may from time to time aggregate some of your personal information in certain data analyses, reports or other interpretations of investment trends for both internal and external purposes. When aggregating personal information, we make sure that the information is not identifiable to any particular visitor.
When We Share Your Information
We do not sell, rent or trade your personal information with any third parties without your consent or as required by law. In order to provide financial services, we may share your personal information with third parties, such as consumer identification verification services and public accounting firms, for the purpose of serving you as a customer and/or complying with regulatory requirements. We have entered into agreements that require that these third parties keep this information confidential.
We also may disclose personal information that we collect to service providers, companies that offer securities on our Website, companies that perform marketing and analytics services on our behalf, and other financial institutions.
We may disclose personal information in response to legal process or as permitted or required by law when we reasonably believe it is necessary or appropriate to investigate, prevent or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, or violations of our Terms and Conditions or other agreements.
Information about our users, including personal information, may be disclosed or transferred to entities now or in the future affiliated with us or as part of any merger, acquisition, change of control, debt financing, insolvency, bankruptcy or sale of our assets. Such information may be used in the businesses of any entities so receiving it.
Cookies And Pixels
Cookies are small pieces of data that are stored on your computer, mobile phone or other device. Pixels are small code blocks on a website that allow another server to measure how many views a webpage receives, and often are used in connection with cookies.
We use these technologies in order to customize and improve your experience with the Website. Cookies store anonymous information, such as whether you viewed the site from your mobile device. We may store some personal information in a cookie and/or pixel, such as the site that you visited immediately prior to visiting the Website, and relevant financial information that allows us to enhance your user experience and for marketing purposes.
We use analytics tools such as "Google Analytics" (collectively referred to as "Analytics Services") to collect information about the usage of this site. These Analytics Services collect information such as how often users visit this site, what pages they visit when they do so, and what other sites they used prior to coming to this site. We use the information we get from these Analytics Services only to improve this site.
This Website is not directed towards anyone under the age of 18. If a parent or guardian becomes aware that his or her child under the age of 18 has created an account with us or provided us with personally identifiable information, please contact us at email@example.com. Additionally, if we become aware at any point that a child under the age of 18 is using our services, we will terminate the account.
How You Can Access Or Change Your Personal Information That We Have Collected
Once you have registered with us, you can access your profile, review the information that is stored and revise that information. If you have any problems, you may contact us at firstname.lastname@example.org. Due to U.S. regulatory requirements, we do not delete residual copies of outdated information and must preserve all customer data for a minimum of three years.
Protection Of Personal Information
We work diligently to protect your personal information. We employ several physical and electronic safeguards to keep your information safe. We use industry standard browser encryption, store all of our data on servers in secure facilities, and implement systematic processes and procedures for securing and storing data. We limit access to your personal and financial information to only those employees with authorized access, and we require third parties who perform services for us to agree to keep your information confidential. Furthermore, if you choose to close your account or your account is terminated with us, we will continue to adhere to the privacy policies and practices outlined here. If you maintain an account that you access through this Website, you are responsible for protecting and maintaining the confidentiality of your account and password, and restricting access to your computer.
Changes To The Policy
Your Rights As A California Resident
Residents of California have the right to request from us certain information with respect to the types of personal information we share with third parties for those third parties' direct marketing purposes and the identities of the third parties with whom we have shared such information during the immediately preceding calendar year. To exercise your rights, you may make one request each year by emailing us at email@example.com. Your request should specify your full name and the email address you used when submitting personal information to us.
Your Rights As A Vermont Resident
We do not share nonpublic personal financial information we collect about Vermont residents to non-affiliated third parties except for our everyday business purposes or as otherwise permitted by law. If you wish to revoke any authorization to share your nonpublic personal financial information, please contact us at firstname.lastname@example.org. Kindly note, however, that we will not be able to provide you with services without the ability to share this financial information.
If you would like to opt-out of any of the above terms, please contact us at email@example.com.
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