Privacy Policy

This Privacy Policy describes how CollectiveVest ("we", "us", or "our") collects, uses, and shares your personal information when you use our Platform. We are committed to protecting your privacy and handling your data in an open and transparent manner.

1. Information We Collect

We collect information you provide directly to us, information from third parties, and information we collect automatically.

• Information You Provide: This includes your name, email, contact details, and the comprehensive financial and personal information required for the Know Your Customer (KYC) process.
• Information from Third Parties: We receive information from our brokerage partner, Alpaca, including account status updates, trade confirmations, and account balances.
• Information We Collect Automatically: We log usage data when you visit and use our Platform, including your IP address, browser type, and actions you take, such as votes cast and messages sent.

2. How We Use Your Information

We use your information for the following purposes:

• To provide, maintain, and improve our Platform.
• To open and manage your brokerage account with our third-party partners.
• To comply with legal and regulatory obligations (e.g., KYC/AML).
• To communicate with you, including sending transactional notifications and support messages.

3. How We Share Your Information

We do not sell your personal data. We may share your information with:

• Brokerage Partners: We share your KYC information with Alpaca to open and operate your brokerage account.
• Service Providers: We may share information with vendors who perform services on our behalf, such as cloud hosting and data analytics.
• Legal Requirements: We may disclose your information if required to do so by law or in the good faith belief that such action is necessary to comply with a legal obligation.

4. Data Security

We implement a variety of security measures to maintain the safety of your personal information. However, no electronic transmission or storage is 100% secure, and we cannot guarantee its absolute security.

5. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our Platform and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

6. Your Data Rights

Depending on your location, you may have certain rights regarding your personal data, including the right to access, correct, or delete your information. Please contact us to make a request.

7. Changes to This Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at support@collectivevest.net.