Last updated Nov 4, 2021
If you have any questions or concerns regarding this statement, you should contact us at [email protected]
In addition, we may collect information provided by users who chose to open an investment advisory account with us, including (but are not limited to):
(collectively, “personal information”).
Also, if you sync your brokerage account(s) and/or bank account(s) to our Sites, your financial institution may provide us with information about you and your account to facilitate our ability to provide our services to you and to reduce the amount of data you need to enter.
We keep records of our services, which may include but are not limited to, records of the advice that we provide to you, your use of our services, and your communications to us about our services.
We use information that we collect about you or that you provide to us, including any personal information:
Your personal and investment information is maintained by us in order to provide you with customized investment and other services and to fulfill our legal and regulatory requirements. In addition, for users who elected to open a SigFig investment advisory account, we use the collected information to:
Data that does not include personal information may be used for research purposes. For instance, we may compile data, excluding personal information and aggregated, for purposes of demographic analysis and research.
We will send you service-related announcements on the rare occasions when it is necessary to do so. For instance, if our service is temporarily suspended for maintenance, we might send you an email. Generally, you may not opt-out of these communications, which are not promotional in nature. If you do not wish to receive them, you have the option to deactivate your account.
As you navigate through and interact with our Sites, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions and patterns, including browser-type related information, IP address, requested URL, referring URL, timestamp data, and other information help us diagnose problems with our servers, administer the Sites, and otherwise provide the highest possible level of service to you. In addition, we use this non-personal information to perform statistical analyses of user behavior and characteristics in order to measure interest in and use of the various areas of the site.
If you use the Partner Portfolio Trackers, we may share certain information about you with our partners, such as "top ticker" data and watchlist holdings, which allow the partners to personalize your experience on the site or their mobile apps. We may also share aggregate data with partners (without any of your personal information) to aid in monitoring the effectiveness of our product. Such data could include engagement and retention rates with our services, periodic usage metrics reports.
Unless we have your express permission, we will not share any personal information about you with any advertising companies or with the providers of the advertised goods and services, and these companies will not collect such information on our behalf. If you choose to use these separate goods and services, disclose information to the providers, or grant them permission to collection information about you, then their use of your information is governed by their privacy policies.
We will notify you when information about you may be provided to third parties in ways other than explained above, and you will have the option to prevent such information sharing.
We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration and disclosure. Our security measures include industry standard technology and equipment to help protect your personal information.
The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Sites, you are responsible for keeping this password confidential. We ask you to not share your password with anyone.
Unfortunately, the transmission of information via the Internet is not completely secure. Although we take appropriate measures to safeguard against unauthorized disclosures of information, we cannot guarantee the security of your personal information transmitted to our Sites. Any transmission of personal information is at your own risk.
You hereby acknowledge that we are not responsible for any intercepted information sent via the Internet or the circumvention of any privacy settings or security measures contained on our Sites, and you hereby release us from any and all claims arising out of or related to such interceptions of information or circumventions of our Sites.
We may also use your information to contact you about our services that may be of interest to you. If you do not want us to use your information in this way, please provide notice to us through one of the following ways:
Should you want to update your personal information, or to request assistance with accessing, correcting or deleting any personal information included in your account, please email [email protected] We will respond to your request promptly, but no later than within thirty (30) days of receipt of such request. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect. We cannot delete individual personal information for you, but can do a wipe of all of a user's personal information upon request. Please note, however, that even if we close your account, we may retain and use your information as necessary to comply with our legal and regulatory obligations, resolve disputes and enforce our agreements. Please also note that there might be latency in deleting information from our servers and backed-up versions might exist after deletion.
Our Sites are not directed to children, and we do not knowingly solicit information from any child under the age of 13. If you are under the age of 13, do not use or provide any information on our Sites or on or through any of its features or provide any information about yourself to us, including your name, address, telephone number, email address or any screen name or user name you may use. If a parent or guardian becomes aware that his or her child has provided us with personal information without his or her consent, he or she should contact us at [email protected] Should a child whom we know to be under 13 send personal information to us, we will delete it as soon as possible.
In certain circumstances you may have the following rights in relation to the processing of your personal information:
You may exercise your rights at any time by using the details set out in the Contact section, To the extent permitted by applicable law or regulation we reserve the right to charge an appropriate fee in connection with you exercising your rights.
We may need to request specific information from you to help us confirm your identify and ensure your right to access to the personal information requested, or to exercise any of your other rights. This is to ensure that personal information is not disclosed to any person who does not have authority to receive it. We may also request further information in relation to your request to help us locate the personal information processed in relation to you, including, for example, the nature and location of your relationship with us.
We aim to respond to all legitimate requests within thirty (30) days of receipt of such requests. If we think it may take us longer (such as where your request is particularly complex or you have made a number of requests), we will notify you and keep you updated.
You will not be disadvantaged in any way by exercising your rights in relation to the processing of your personal information.
2443 Fillmore Street #380-1512
San Francisco, CA 94115