Effective date: May 12, 2022
Interactive Wealth Advisors Inc. considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us.
In providing services to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.
Interactive Wealth Advisors Inc. (“Financial Advisors”, “us”, “we”, or “our”) operates the www.interactive-wealth.com website and the Financial Advisors client portal (together with other websites owned and/or operated by Interactive Wealth Advisors Inc. shall be hereinafter referred to as “the Financial Advisor Sites”) or otherwise through Financial Advisors (referred to hereafter as “the Service(s)”).
We collect several different types of information for various purposes to provide and improve our Service to you.
While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you (“Personal Data”). Personally identifiable information may include, but is not limited to:
We may also collect information that your browser sends whenever you visit our Service or when you access the Service by or through a mobile device (“Usage Data”).
This Usage Data may include information such as your computer’s Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.
When you access the Service by or through a mobile device, this Usage Data may include information such as the type of mobile device you use, your mobile device unique ID, the IP address of your mobile device, your mobile operating system, the type of mobile Internet browser you use, unique device identifiers and other diagnostic data.
Examples of Cookies we use:
Financial Advisors uses the collected data for various purposes:
Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction.
If you are located outside the United States and choose to provide information to us, please note that we transfer the data, including Personal Data, to the United States and process it there.
Your consent to this Policy followed by your submission of such information represents your agreement to that transfer.
Interactive Wealth Advisors Inc. will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Policy and no transfer of your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.
Interactive Wealth Advisors Inc. may disclose your Personal Data in the good faith belief that such action is necessary to:
The security of your data is important to us but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.
We may employ third party companies and individuals to facilitate our Service (“Service Providers”), to provide the Service on our behalf, to perform Service-related services or to assist us in analyzing how our Service is used.
These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.
We may use third-party Service Providers to monitor and analyze the use of our Service.
For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: https://policies.google.com/privacy
We have no control over and assume no responsibility for the content, privacy policies or practices of any third-party sites or services.
Our Service does not address anyone under the age of 18 (“Minor(s)”).
We do not knowingly collect personally identifiable information from Minors. If you are a parent or guardian and you are aware that your Minor has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.
We may update this Policy from time to time. We will notify you of any changes by posting the new Policy on this page. We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective and update the “effective date” at the top of this Policy. You are advised to review this Policy periodically for any changes. Changes to this Policy are effective when they are posted on this page.
If, at any time in the future, it is necessary to disclose any client personal information in a way that is inconsistent with this policy, Interactive Wealth Advisors, Inc. will give its clients advance notice of the proposed disclosure so that they will have the opportunity to either opt-in or opt-out of such disclosure, as required by applicable law.
Clients are advised that the Financial Advisors believes that sharing client private information under the circumstances noted above is either mandated by law or necessary for the Financial Advisors to conduct its business and to best service client accounts. Clients desiring to opt out of any third party disclosures should contact us immediately. Opting out may necessitate that we terminate our management agreement with you and arrange for you to transfer your account.
Phone: (503) 575-1953
Address: 121 SW Morrison St., Suite 905