Lake Mary, FL
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Robo Advisor™
Privacy Policy

*Last updated March 30, 2023.

This Privacy Policy applies to the following Robo Advisor™ Affiliate Companies:

Robo Advisor Technologies™
Robo Advisor, Inc.
Sovereign Wealth Management Group, Inc.
Contact our compliance team

IMPORTANT NOTE:

This Website Notice Will Be Updated From Time To Time To Reflect Any Material Revisions, So Please Check Back Often To Review The Statement.

INTRODUCTION

At Robo Advisor™, your privacy is of utmost importance to us. This Privacy Policy outlines what information we collect, how we use this information, and the measures we take to protect it. Please note that this policy applies only to this website and does not extend to any linked sites or information collected through other means.

INFORMATION WE COLLECT AND HOW WE COLLECT IT

You typically provide personally identifiable information (PII) when you complete the paperwork required to become our client. This information may include your:
Full legal name and address
Social security or taxpayer identification number
Date of birth, sex, and other identification information
Employment and education information
Family history and current health
Trusted contact person information
Investment objectives and risk profile
Assets, liabilities, and net worth
Income, tax, expense, and cash flow information
Insurance and estate planning information
Accounts at other institutions
Recent statements of accounts to be replaced

We collect only the necessary information to provide you with the highest quality professional services or as required by law and regulation. We may also collect (PII) about you from the following sources:

Information you provide to us via social networking logins, such as Facebook or Twitter.
Information from when you participate in chats, web meetings, web forums, or other interactive sessions.
Information you provide when you purchase or request a quote for insurance, annuity or investment product, or other services.
Information from when you subscribe to newsletters or provide feedback.
Information such as your name, social security number, address, telephone number, email address, date of birth, policy, contract or account numbers and other information received from you via applications or other forms submitted to us.
Information about your financial or service transactions with us, our affiliates, or others.
Information we receive from non-affiliated third parties, including consumer reporting agencies.
Information derived from your access to and use of this website through software information collecting tools like cookies, pixel tags, web bugs, or web beacons.
Information you provide voluntarily when registering for account access through our website.
Information provided by you to initiate an online policy transaction or contained in an e-mail message sent to us.

In addition, we may collect nonpublic information about you from the following sources:

Information we receive on Brokerage Agreements, Managed Account Agreements, and other Subscription and Account Opening Documents.
Information we receive while establishing a customer relationship including, but not limited to, applications, forms, and questionnaires.
Information about your transactions with us or others.

If you prefer not to provide this information to us via the Internet, you may contact us at (407) 499-0050 or ask your financial advisor to assist you.

USE OF COOKIES

We use cookies and similar technologies to enhance your experience with our site and services. These technologies help us understand user behavior, inform us of which parts of our websites people have visited, and facilitate and measure the effectiveness of advertisements and web searches.

HOW WE SHARE INFORMATION

We do not disclose any personally identifiable information about you to either our "affiliates" or non-affiliate vendors without your express consent, except as permitted by law. We may disclose the nonpublic personal information we collect to persons or companies that perform services on our behalf, provide services to you, to financial institutions with which we have joint marketing agreements, and as required by law.

Any information that we provide to non-affiliated vendors is restricted as to content and recipient. Any organization that receives such information must provide us with a copy of its privacy policy. Under no circumstances will Robo Advisor™ sell information about you or your business to any vendor, public or private.

DATA SECURITY

We maintain strict security procedures to protect the information that we collect. We restrict access to your nonpublic personal information to those who have a legitimate need to know and only allow disclosures to persons and companies as permitted by law to assist in providing products and/or professional services to you.

We maintain physical, electronic, and procedural safeguards in accordance with federal law and regulatory standards to protect your nonpublic personal information. Our employees who have access to individual information receive training and are required to follow company procedures designed to keep that information confidential.

DATA RETENTION

We retain personal data for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our policies.

YOUR RIGHTS AND CHOICES

You have the right to access, correct, or delete your personal data. You can also object to or limit our use of your personal data. To exercise these rights, please contact us at (407) 499-0050.

CHILDREN'S PRIVACY

Our services are not designed for and are not marketed to people under the age of 13. We do not knowingly collect or solicit personal information from children under 13.

UPDATES TO OUR PRIVACY POLICY

This Privacy Policy may be updated from time to time to reflect any material revisions. We encourage you to review this statement regularly. For a copy of our privacy policy you may download a copy here.

HOW TO CONTACT US

For any questions, comments, or concerns about this Privacy Policy or our data practices, you may reach out to us directly through one of the following methods.