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Privacy Policy

When you use, access or interact with our Services you are agreeing to our Terms of Service and consenting to how we collect, share and otherwise use information about you as described in this Privacy Policy. You also consent to receive notifications concerning financial privacy from us electronically.

What This Policy Covers

We’re providing this Privacy Policy to give you notice about how (collectively, “”, “we”, “us” or “our”) collects, shares and uses information in connection with your access and use of our Services. It also describes your choices regarding use, access and correction of your information. This Privacy Policy also explains how we may collect and use information from, as well as how we may share information with

This Privacy Policy does not cover the privacy practices of third parties that we do not own or control.

That said, you should know that we may post links to third-party web sites or applications, including integrated features operated by third parties. When you leave our Services or interact with a third-party feature, you should also read the applicable third party’s privacy policies and terms of service to make sure you understand how they might collect and share information about you.

What Information We Collect

To put it simply, there are three main ways we collect information about you: information you provide to us, information we collect about you with automatic technologies, and information provided to us when we ask others about you. 

You do not have to provide any personal information to visit this website or related subdomains. However, we cannot competently provide our Services if you do not provide information to us. If you choose to identify yourself by sending us an email containing personal information or by filling out and submitting our forms, we will use that information to respond to your message or to fulfill the stated purpose of the communication.

Allow us to explain.

Information You Provide to Us

We may ask you to provide certain information to us through various forms, features or other means throughout our Services. This includes the information you provide when you fill out our questionnaires and applications, such as addresses, birth dates, social security numbers, and other financial and personal information we need to prepare any requested matters. We may also collect information about you from third parties. The types of information we may collect from you fit in two general categories:

Personal Information: This is information that identifies you or individuals in you personally, such as name, address, email address, Social Security number, and government-issued photo identification.

Non-Personal Information: This is information about you or your household that doesn’t identify you personally, like your gender or the types of income and expenses you have.

When we combine information that isn’t Personal Information (like Non-Personal Information or Usage Information, which we explain below) with Personal Information, we treat it like Personal Information for as long as it is combined.

Information We Automatically Collect

In addition to information you provide to us, we automatically collect certain information about how you access and interact with our Services (“Usage Information”). This Usage Information is a key part of how we improve your experience and provide more detailed application reports and recommendations. We and our business partners may use various technologies to collect and store Usage Information in connection with our Services. These may include things like cookies, browser web storage (e.g., HTML5), web beacons and similar technologies. There are three types of Usage Information we may collect:

Device Information: This is information about how you access our Services, such as the operating system, hardware model, application or browser type and version, and unique identifiers associated with your device.

Log Information: There are certain pieces of information we automatically collect in system logs or similar files about how you interact with our Services, such as which features you visit or click on. This Log Information may also include things like your IP address, browser or device configuration, and date and time of access and cookie information.

Location Information: We may use certain information like your IP address or other Device Information or Log Information to estimate your location (e.g., your city or state). We may also request to use location-enabled services on your device (which typically provide GPS or Wi-Fi access point details) to enhance our Services. We will only use these location-enabled services on your device with your consent, though.

Information Third Parties Provide About You

We may collect information about you from third parties, including government agencies like the IRS and state tax authorities, federal and state court records, and credit reporting agencies. For example, we may collect and use certain account registration information from, like your email address and password, to start your profile, authenticate your identity, and help you access your account. We then collect such information from third party agencies and collate such information into reports generated by

How We Use the Information We Collect

We use the information we collect from you and third parties to operate our Services, communicate with you, conduct research and development to improve or enhance our Services and our users’ experience, and complete our Services.

Please note that we reserve the right to access, use, preserve, transfer or disclose, at any time without notice to you, any information (including Personal Information) as reasonably necessary to:

When We Share Personal Information We Collect

We may share Personal Information with partners, service providers, or third parties as needed to fulfill our service commitment to you and/or deliver products and services to you. In every case, we will strive to require said third party to use your Personal Information only to complete the necessary transaction. And will share only the Personal Information necessary to complete the required transaction.

However, notwithstanding the above, we may share certain information with our affiliated companies, such as, to help us provide our Services and manage your account.

And, as noted above, we may also disclose Personal Information if permitted to do so by law or in the good faith belief that such disclosure is reasonably necessary to respond to subpoenas, court orders, or other legal process.

With your consent, there may also be other contexts in which we share specific types of Personal Information with your express consent.

You Are Responsible For Updating Your Account Information

You are responsible for maintaining the accuracy of the information you provide to us and our affiliates. You can access and make changes to certain Personal Information at any time by logging in to your account and updating your “My Profile” page.

Note that if you have provided incorrect information to, it may be difficult to timely correct all such information in and related to any Services we provide, which may result in adverse consequences to you, so please make sure your information is accurate when you enter it. It is less of a headache for everyone that way!

Communications Preferences

You can manage your communications preferences for and its affiliates, including, by visiting the communications preferences page. We’ll also include “unsubscribe” instructions in any marketing emails. Technology moves fast, so the types of communications and communication preference options might change from time to time.

Canceling and Deactivating Your Account

If you decide you no longer want to use our Services, you can cancel and deactivate your account on the help page. However, we may continue sharing information with our affiliated companies, such as, as described above.

One more thing to note: Due to our recordkeeping and information retention requirements, we do not delete information about you upon deactivation. We will, however, disable your account and stop sending you further communications. Furthermore, except to the extent necessary for legal or regulatory recordkeeping purposes, we anonymize the data in your online account two years after you deactivate your account. It may take a little more time for our automated backup systems to fully process the anonymized account, though.

Our Security Practices

We maintain physical, electronic, and procedural safeguards that comply with applicable law and federal standards. Our safeguards are reasonably designed to protect the confidentiality of Personal Information that we collect about you, including Social Security numbers, certain criminal history information, and other financial information (“Sensitive Personal Information”). We limit access to Sensitive Personal Information to help protect against their loss or misuse and we do not disclose Sensitive Personal Information to unaffiliated third parties except where such disclosure is required or permitted by law. We will only disclose your Sensitive Personal Information with your consent or as otherwise permitted by law.

If you have any questions about security on our Services, you can send an email to us at

Our Interest-Based Advertising Practices

As you browse on our Website, the site uses its cookies to differentiate you from other shoppers so your Personal Information is only available to you. In some cases, we also use cookies to prevent you from seeing unnecessary advertisements or requiring you to log in more than is necessary for security. Cookies, in conjunction with our Web server’s log files, allow us to calculate the aggregate number of people visiting our Web site and which parts of the site are most popular. This helps us gather feedback in order to constantly improve our Web site and better serve our customers. Cookies do not allow us to gather any Personal Information about you and we do not generally store any Personal Information that you provided to us in your cookies.

We also enable third party advertisers/cookies that may use information about your visit to display ads to you while visiting other sites.

Changes to Our Privacy Policy

From time to time, we may change our Privacy Policy. If there are any material changes in the way we treat Personal Information, will send a notice to the primary email address on your account or place a prominent notice on our platform before the change goes into effect. When you register and click the “agree” button next to our Privacy Policy, you are consenting to receive communications from us, including communications about our privacy policies and practices, electronically. will also promptly make an updated Privacy Policy publicly available on our platform. Changes will be effective as soon as the revised Privacy Policy is posted unless otherwise stated.

Want More Information?

Thanks for taking the time to read through all this. If you have questions regarding this policy, privacy practices, or how your information is handled at, you can email us at or write to us at:, Inc.
Attention: Legal Department,

9470 Corkscrew Palms Circle Suite 201 Estero, FL 33928

We always aim to get back to you within a reasonable time frame.

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