Protecting Your Privacy
We value your privacy. This Privacy Policy outlines how we collect, utilize, share, and safeguard your information when you use our website (“Site”) and services, including text messaging. By using our services, you agree to the terms of this policy.
What We Collect
- Personally Identifiable Information (PII): This includes your name, email, address, phone number, and any other details you directly provide, even through a text message.
- Non-Personally Identifiable Information (Non-PII): Technical data like your IP address, browser, device details, website usage, including how you use our text messaging.
- Financial Information: When you connect your financial accounts through our services, we may collect account information, transaction data, and other financial details through our third-party service provider, Plaid Inc.
How We Use Your Data
- Service Delivery: To provide and enhance our services, including our text messaging.
- Communication: Responding to your questions (including those via text), and for marketing if you opt-in.
- Analytics: Understanding how you use our Site and text features to make improvements.
- Legal Compliance: Fulfilling legal requirements.
- Financial Services: To provide financial analysis, account connectivity, and related services through our integration with financial service providers.
We Do Not Sell Your Data
Your information, including that shared via text, is never sold.
Third-Party Service Providers
Plaid Services
We use Plaid Inc. (“Plaid”) to gather your data from financial institutions. By using our service, you grant our service provider the right, power, and authority to act on your behalf to access and transmit your personal and financial information from the relevant financial institution. You agree to your personal and financial information being transferred, stored, and processed by Plaid in accordance with the Plaid Privacy Policy.
Important: Please review Plaid’s Privacy Policy at https://plaid.com/legal/#end-user-privacy-policy to understand how Plaid collects, uses, and protects your financial information. By using our services that integrate with Plaid, you consent to Plaid’s collection and use of your data as described in their Privacy Policy.
Other Third-Parties
We only share your information when legally obligated or to provide necessary services. We ensure they handle your data securely and in line with this Privacy Policy.
Security Measures
We take reasonable steps to protect your data against unauthorized access or misuse. However, no internet-based system is 100% secure.
Cookies, etc.
We may use cookies and similar technologies for better user experience, analytics, and personalization. You can manage these settings in your browser.
External Links
We may link to other websites. Please review their privacy policies as we are not responsible for their practices.
Children’s Privacy
Our services, including texting, are not for children under 13. We do not intentionally gather their data.
Your Consent
By using our services, particularly those involving financial account connectivity through Plaid, you explicitly consent to:
- The collection and processing of your financial information by Plaid
- The terms of Plaid’s Privacy Policy
- The sharing of your information as described in this Privacy Policy
You may withdraw your consent at any time by discontinuing use of our services or by contacting us directly.
Updates
This Privacy Policy may change. The “Last Updated” date reflects revisions. Continued use of our services means you accept any changes.
Questions?
If you have questions about this policy or our data practices related to text messaging or financial services, contact us at: nick@brokersuccess.net