Last updated and effective as of August 9, 2019
Personal Data We Collect and Purpose of Use
When you request our Services, we will process the information you provide to us and information that is publicly available, which may include: name, address, email address, marital and family status information, income level, work, educational, and professional information, financial goals, asset and debt information, other financial information, and any other information you voluntarily provide (“Account Data”).
We use your Account Data for the following business purposes:
When you visit the Site, we log and store your IP address and technical information about your visit like your browser type and other common analytics information (“Usage Data”). We use Google Analytics, Facebook Custom Audience Tool, or other third party technology to collect general demographic information about your Site visit.
Usage Data helps us monitor aggregate metrics such as total number of visitors, traffic, usage, and demographic patterns on our Site, diagnose or fix technology problems, and otherwise plan for, improve and enhance our Site or our business operations. We may also track any online training sessions you have viewed from our Site on an aggregate basis or by an individual user.
Third Party Sharing
We do not sell, rent, or lease your personal data, and we never share your personal data with third parties for their sales or marketing purposes. We only share your personal data with third parties for the business purposes described above, our internal operations, and to comply with our contractual or legal obligations. We share your personal data with the following categories of third parties:
We also may share your information as required by law, to investigate potential illegal activities or violations of our Terms of Service, to protect the security of our business, or as a result of a merger, acquisition, or assignment with a third party.
Storage and Security
We store your personal data for as long as required to provide the Services to you. After the Services are complete, we will retain certain personal data for administrative, legal, and regulatory purposes, such as fraud monitoring, tax, accounting, and financial reporting obligations. Where we retain data, we do so in accordance with any limitation periods and records retention obligations that are imposed by applicable law.
We care about the security of your information and use commercially reasonable physical, administrative, and technological safeguards to preserve the integrity and security of all information we collect and, in some cases, share with our service providers. We restrict access to personal data to our employees and third parties discussed above in this Policy.
While we take reasonable precautions against possible security breaches, no website or internet transmission is completely secure and we cannot guarantee that unauthorized access, hacking, data loss or other breach will never occur. In the event that any information under our control is compromised as a result of a breach of security, we will take reasonable steps to investigate the situation and where appropriate, notify those individuals whose information may have been compromised and take other steps, in accordance with any applicable laws and regulations.
Access, Modify and Delete Your Data
You have control over your personal data. If you would like to access, modify, or delete any of your data, please contact us at [email protected] If you ask that we remove any information we have stored about you on our systems, we will do so within a reasonable time of receiving your request.
Please note that we do not have control over the data that is processed by any financial advisor engaged through our Services. You should request each financial advisor’s own privacy policies prior to engagement and contact the financial advisor regarding any of your personal data they may store or process.
We currently do not accept customers from outside the United States, and we will take reasonable steps to delete any data we receive from outside the United States. If you provide us data from outside the United States, it will necessarily be transferred to the United States for processing and storage.
Third Party Links
The Site may, from time to time, contain links to and from third party websites. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for their policies. Please check the individual policies before you submit any information to those websites.
Minors under 18 are not permitted to use our Site and we do not intentionally collect information from minors under 13. If you believe we have collected any personal information from a child younger than 13 years of age, please notify us immediately at [email protected]
Updates To This Policy
If you have any questions about our privacy practices please contact us at either: My Financial Counsel, Inc. Attn: Privacy, 137 Montague St, Ste. 149, Brooklyn, NY 11201 or [email protected]
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