Privacy Policy

Last Updated: March 23, 2025

Introduction

Investment Account Manager ("IAM," "we," "us," or "our") is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our portfolio management software.

Please read this Privacy Policy carefully. By accessing or using our services, you acknowledge that you have read, understood, and agree to be bound by all the terms outlined in this Privacy Policy.

Information We Collect

We may collect personal information that you voluntarily provide to us when you:

• Register for our services
• Sign up for our newsletter
• Request information or assistance
• Complete a form on our website
• Upload data to our portfolio management platform

The personal information we collect may include:

• Name, email address, and contact information
• Billing information and payment details
• Financial account information that you choose to integrate with our platform
• Information about your portfolio holdings and investment activity
• User preferences and settings

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

• IP address
• Browser type and version
• Operating system
• Pages you visit
• Time and date of your visit
• Time spent on those pages
• Other statistics

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our website and store certain information. Cookies are files with a small amount of data that may include an anonymous unique identifier. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

How We Use Your Information

We may use the information we collect for various purposes, including to:

• Provide, operate, and maintain our services
• Improve, personalize, and expand our services
• Understand and analyze how you use our services
• Develop new products, services, features, and functionality
• Communicate with you about our services, updates, and other information
• Process transactions and send related information
• Prevent fraudulent transactions and monitor against theft
• For compliance with legal obligations

Disclosure of Your Information

We may share your information in the following situations:

• With Service Providers: We may share your information with third-party vendors who provide services on our behalf.
• Business Transfers: If we are involved in a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.
• With Your Consent: We may disclose your information for any other purpose with your consent.
• Legal Requirements: We may disclose your information where required to do so by law or in response to valid requests by public authorities.

Data Security

We implement appropriate technical and organizational security measures designed to protect the security of any personal information we process. However, please also remember that no method of transmission over the Internet or method of electronic storage is 100% secure.

Your Data Protection Rights

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to access, update, or delete your information
• The right to rectification - to have your information corrected if it's inaccurate
• The right to object to our processing of your personal information
• The right to restriction - to request that we restrict the processing of your personal information
• The right to data portability
• The right to withdraw consent

Children's Privacy

Our services are not intended for use by children under the age of 13. We do not knowingly collect personal information from children under 13. If you are a parent or guardian and you believe your child has provided us with personal information, please contact us.

Changes to This Privacy 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 and updating the "Last Updated" date. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have questions or comments about this Privacy Policy, please contact us at:

Investment Account Manager
Email: privacy@investmentaccountmanager.com