Our commitment to you

As a wealthvantages.com investor or prospective investor, you may entrust to our care not only your money but your personal and financial information as well. We recognize that your relationship with us is based on trust, and that you expect us to act responsibly and in your best interests. When we share client or prospective client information—whether it is your personal information or the fact that you are or may become a wealthvantages.com client—we do so under the circumstances described in this policy. We use your information primarily to respond to your inquiries or requests; to maintain and protect your accounts; to process transactions that you submit; to fulfill our legal obligations; for research and analytical purposes; and to develop and provide the financial products and services that we offer or sponsor.

Cookies, web beacons, and online privacy

Our concern for the privacy of our investors and prospective investors naturally extends to those who use our personal our website, and our wealthvantages.com investors mobile application.

Our website and our mobile application use some of the most secure forms of online communication available, including data encryption, transmission encryption, user names and passwords, adaptive authentication techniques, and back-end fraud and account monitoring. These technologies provide a high level of security and privacy when you access your account information, initiate online transactions, or send secure messages.

We use a variety of online technologies, as described further below, to collect information that helps us understand how our website and our mobile application are used. Specifically, when you visit wealthvantages.com online, we or our service suppliers may automatically collect a variety of technical and navigational information about you via these technologies, including, as applicable: your computer or device type; operating system version; browser type and version; user agent string; internet connection type; mobile network provider; date and time of your visit; time since your last visit; pages you view; links you click; searches you conduct; the internet protocol (IP) address used to access our website or mobile application; your general geographic location (e.g., your city, state, or zip code); and the website visited before our site. We also may use similar tracking technologies in emails that we or our service suppliers send to you, as further described below. This information may be used, for example, to alert you to software compatibility issues, to resolve technical or service problems, and for security purposes. We also analyze this information, with the assistance of our service suppliers, to improve our website and mobile application design and functionality, to enhance our ability to serve you and your accounts, and to tailor our communications to you regarding our products and services.

How we safeguard your personal information

Within wealthvantages.com, we restrict access to information about you to those wealthvantages.com employees who need to know the information in order to perform their jobs, such as servicing your accounts, providing you with information you request, or notifying you of new products and services. To protect your personal information, we maintain physical, electronic, and procedural safeguards in keeping with industry standards and practices, and we review and adjust these safeguards regularly in response to advances in technology. You can visit our Security Center to read more details about our online security and privacy features.