Privacy Policy

We may collect a variety of personal information from or about you or your devices from various sources, as described below.

A. Personal Information You Provide to Us

Registration and Account Information. When you register for an account, we ask you for your name, email address, and date of birth.

Communications. If you contact us directly, we may receive personal information about you, such as your name, email address, phone number, the contents of a message or attachments that you may send to us, and other information you choose to provide. When you communicate with us, third party vendors may receive and store these communications on our behalf. When we send you emails, we may use embedded pixels or other technologies to track information about your receipt and interaction with our emails, such as whether and when you open them, whether you access any links included in our emails, how long you read our emails, whether you forward our emails and to whom, your Location Information (described below), and your Device Information (described below).

Payment Information. When you use our Services, we may collect information such as payment card type, last 4 digits of your payment card, or billing information. This information is processed by our third-party payment processor.

Financial Information. When you use our Services, we may collect information such as financial transactions, balances of financial accounts, investment activity, budget goals, and other information that you provide.

Transaction Information. When you use our Services, we may collect information associated with your transactions such as amount received, amount paid, and merchant information.

Important Documents. When you use our Services, we may collect information on important documents you provide, such as tax documents, bank account statements, or endorsement terms and other contracts.

Contact Forms. If you complete one of our contact forms, we may collect information such as your name, work email, job title, phone number, company size, and other information you choose to provide.

Services Information. We may collect other information that you provide or upload to our Services.

B. Personal Information We Collect When You Use Our Services

Financial Account Information. When you use our Services to link or connect your financial accounts or other third-party services, you direct the third-party service to send us information as controlled by that service or as authorized by you via your privacy settings on that service, such as your account information, account balances, and transaction history.

Location Information. When you use our Services, we may receive your general location information (for example, your IP address may indicate your general geographic region).

Device Information. We receive information about the device and software you use to access our Services, including IP address, device type, device identifiers, web browser type and version, operating system version, phone carrier and manufacturer, application installations, mobile advertising identifiers, and push notification tokens.

Photos. When you use our Services, you may upload photos to our Services. We will receive the photos you upload to our Services, and we may receive access to your photo library with your permission.

Usage Information. We automatically receive information about your interactions with our Services, like the pages or other content you view, referrer information (the website you visited before coming to our website), and the dates and times of your visits.

Information from Cookies and Similar Technologies. We and our third-party partners collect information about your activities on our Services using cookies, pixel tags, SDKs, or other tracking technologies. Our third-party partners, such as security partners, may also use these technologies to collect information about your online activities over time and across different services.

We use the personal information we collect when you use our Services for the following purposes:

• Providing Services. Providing, maintaining, and operating our Services, including onboarding, keeping records of the transactions, and operating our Services.
• Communicating. Communicating with you, providing you with updates and other information relating to our Services, providing information that you request, responding to comments and questions, and otherwise providing user support.
• Marketing. For marketing and advertising purposes, such as developing and providing promotional and advertising materials that may be relevant, valuable or otherwise of interest to you.
• Deidentification and Aggregation. Deidentifying and aggregating information collected through our Services and using it for lawful purposes.
• Safety Issues. Responding to trust and safety issues that may arise.
• Compliance. For compliance purposes, including enforcing our Terms of Service, or other legal rights, or as may be required by applicable laws and regulations or requested by any judicial process or governmental agency.
• Auditing Interactions. Auditing related to your interaction with our Services and concurrent transactions.
• Surveys and Research. Administering surveys and conducting research.
• Fraud and Incident Prevention. Detecting security incidents, protecting against malicious, deceptive, fraudulent, or illegal activity, and prosecuting those responsible for that activity.
• Debugging. Debugging to identify and repair errors that impair existing intended functionality.
• Contracting Vendors. Contracting with vendors and service providers to perform services on our behalf or on their behalf, including maintaining or servicing accounts, providing user service, processing payments, providing advertising or marketing services, or providing similar services on behalf of the business or service provider.
• Notifications. Sending you notifications.
• Improving Our Services. Undertaking activities to verify or maintain the quality or safety of our Services, and to improve, upgrade, or enhance our Services.
• Notified Purpose. For other purposes for which we provide notice at the time the information is collected.

Partners and Affiliates. We may disclose any information we receive to our current or future partners and affiliates for any of the purposes described in this Privacy Policy.

Vendors and Service Providers. We may disclose any information we receive to vendors and service providers retained in connection with the provision of our Services.

As Required By Law and Similar Disclosures. We may access, preserve, and disclose your information if we believe doing so is required or appropriate to comply with law enforcement requests and legal process, such as a court order or subpoena; respond to your requests; or protect your, our, or others’ rights, property, or safety.

Merger, Sale, or Other Asset Transfers. We may transfer your information to service providers, advisors, potential transactional partners, or other third parties in connection with the consideration, negotiation, or completion of a corporate transaction in which we are acquired by or merged with another company or we sell, liquidate, or transfer all or a portion of our assets.

Consent. We may also disclose your information with your permission.

Access or Update Your Information. To keep your information accurate, current, and complete, please contact us as specified below.

Marketing Communications. You can unsubscribe from our promotional emails via the link provided in the emails. Even if you opt out of receiving promotional messages from us, you will continue to receive administrative messages from us.

Do Not Track. There is no accepted standard on how to respond to Do Not Track signals, and we do not respond to such signals.

Our Services may contain links to other websites, products, or services that we do not own or operate. We are not responsible for the privacy practices of these third parties. Please be aware that this Privacy Policy does not apply to your activities on these third-party services or any information you disclose to these third parties. We encourage you to read their privacy policies before providing any information to them.

We make reasonable efforts to protect your information by using security measures designed to safeguard the information we maintain. However, because no electronic transmission or storage of information can be entirely secure, we can make no guarantees as to the security or privacy of your information.

We do not knowingly collect, maintain, or use personal information from children under 13 years of age, and no part of our Services is directed to children. If you learn that a child has provided us with personal information in violation of this Privacy Policy, then you may alert us at support@investnexus.co.

Our Services are hosted in the United States (“U.S.”) and intended for visitors located within the U.S. If you choose to use our Services from the European Union or other regions of the world with laws governing data collection and use that may differ from U.S. law, then please note that you are transferring your personal information outside of those regions to the U.S. for storage and processing. We may also transfer your data from the U.S. to other countries or regions in connection with storage and processing of data, fulfilling your requests, and operating our Services. By providing any information, including personal information, on or through our Services, you consent to such transfer, storage, and processing.

We will post any updates to this Privacy Policy on this page, and the revised version will be effective when it is posted.

If you have any questions, comments, or concerns about our processing activities, please email us at support@investnexus.co.