Privacy policy

1. Information we collect

1.1 Details you provide

When you open an account or use the Service, we may gather the following information:

• Identity information: your first and last name and date of birth.
• Contact information: your email address, telephone number and home address.
• Financial information: Broker API keys restricted to reading and execution, investment choices and risk settings. We do not retain complete broker login details or payment card numbers.
• Account profile information: your username, strategy preferences and notification choices.
• Correspondence: messages sent through support channels or by email.

1.2 Information gathered automatically

Your use of the Service may result in the automatic collection of technical details, including:

• IP address, browser and browser version, and operating system.
• Visited pages, functions used, time on page and clickstream information.
• Device identifiers and mobile advertising identifiers where relevant.
• Information about cookies and tracking tools (see our Cookie Policy).

1.3 Information supplied by third parties

Information may come from identity-check providers, fraud-prevention services and analytics partners. We may combine those details with information already held to strengthen accuracy and security.

2. How we use information

The information we collect may be used to:

• Open and administer your account and deliver the Service.
• Handle trading signals and automated orders through connected brokers.
• Tailor your experience and present relevant market information.
• Deliver service messages, including confirmations, trade notices and security alerts.
• Provide marketing messages when you consent or applicable law allows it.
• Identify, examine and stop fraudulent or unauthorised activity.
• Meet legal and regulatory responsibilities.
• Enhance, test and build Service features with aggregated, anonymised information.

3. Processing grounds for EEA and UK users

For users in the European Economic Area or the United Kingdom, personal information is processed on the following legal grounds:

• Performance of a contract: to deliver the Service you requested.
• Legitimate interests: security, fraud prevention and improving the product.
• Legal requirement: meeting financial rules and tax obligations.
• Consent: marketing and optional cookies, which you may revoke at any time.

4. When we share information

We do not sell personal information. We may disclose it to:

• Service providers: cloud, email, analytics and customer-care providers that are contractually required to safeguard your information.
• Connected brokers and exchanges: only the API instructions needed to carry out your configured strategy.
• Public authorities: where required by law or court order, or where necessary to defend our rights.
• Business transfers: as part of a merger, acquisition or asset transaction, provided the acquiring party continues to respect this policy.

5. Transfers across borders

Wealthlorex operates internationally. Information may be transferred to and handled in jurisdictions outside your home country, including the United States and European Union member states. Where applicable, we rely on European Commission-approved Standard Contractual Clauses to protect international transfers.

6. Keeping your information

We keep personal information while your account remains open or for as long as needed to provide the Service. After closure, some information may be retained for up to seven years to meet financial regulatory requirements. Aggregated and anonymised analytics may be kept without a time limit.

7. Your rights

Subject to your location, you may have the right to:

• Obtain a copy of the personal information we hold about you.
• Ask us to fix information that is inaccurate or incomplete.
• Request erasure of your information (the “right to be forgotten”).
• Object to, or ask us to limit, particular processing.
• Data portability — receive your information in a structured, machine-readable form.
• Withdraw consent at any point without changing the lawfulness of earlier processing.

To exercise these rights, contact us at [email protected]. We aim to reply within 30 days.

8. Protecting information

Our safeguards include TLS 1.3 for data in transit, AES-256 for stored data, multi-factor authentication, role-based permissions and yearly independent penetration testing. No system can be guaranteed completely secure. Use a strong, unique password and turn on two-factor authentication.

9. Cookies

Cookies and comparable tracking tools help us operate and improve the Service. Further information is available in our Cookie Policy.

10. Privacy of children

The Service is intended for people aged 18 or older. We do not knowingly collect information from minors. If you believe a minor has submitted personal information, contact us and we will take steps to remove it promptly.

11. Policy updates

This Privacy Policy may change periodically. We will announce material revisions on our website or by email. Continuing to use the Service after an update takes effect means you accept the revised policy.

12. Contact information

For privacy questions or to exercise your rights, contact our Data Protection Officer:

• Email address: [email protected]
• Postal address: Wealthlorex Inc., 200 Park Avenue, New York, NY 10166, United States, United States
• Representative in the EU: Wealthlorex, 200 Park Avenue, New York, NY 10166, United States