Physical Address

304 North Cardinal St.
Dorchester Center, MA 02124

Finance Brains Privacy Policy

Effective Date: February 24, 2024

At Finance Brains, we are committed to protecting the privacy of our clients and users. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information.

Information We Collect:

  • Personal information you provide when opening an account or using our platform, such as your name, contact details, date of birth, tax file number, and investment preferences.
  • Transaction data and account balance information.
  • Information collected through cookies and other technologies to improve your experience and understand user behavior.

How We Use Your Information:

  • To provide and personalize your investment services.
  • To manage your account and process transactions.
  • To comply with legal and regulatory requirements.
  • To prevent fraud and protect against unlawful activity.
  • To send you relevant communications, such as account updates, market insights, and promotional offers (with your consent).

Who We Share Your Information With:

  • Third-party service providers who help us operate our services, such as custodians, data processors, and financial institutions.
  • Regulatory authorities as required by law.
  • Law enforcement agencies if necessary to investigate illegal activity.

Your Privacy Rights:

  • You have the right to access, correct, and delete your personal information.
  • You can opt out of receiving marketing communications.
  • You can manage your cookie preferences.

Security:

  • We use industry-standard security measures to protect your information.
  • We regularly review our security practices to ensure their effectiveness.

Children’s Privacy:

  • Our services are not directed to children under 18.
  • We do not knowingly collect personal information from children.

Changes to this Policy:

  • We may update this Policy from time to time.
  • We will notify you of any changes by posting the updated Policy on our website.

Contact Us:

  • If you have any questions about this Policy or your privacy, please contact us.