PORTFOLIO INSIGHT, LLC (hereinafter known as “Provider,” “us” or “we”) currently owns and operates this website (the “Site”). To better protect your privacy we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used. To make this notice easy to find, we make it available on our homepage and at every point where personally identifiable information may be requested.
We are committed to protecting your privacy and committed to developing technology that gives you the most powerful and secure online experience. Billing and personal information is encrypted whenever transmitted or received online. Personal information is accessible only to staff, agents, or contractors of Provider.This privacy statement applies to all Provider-owned web sites and domains.
This privacy statement covers personally identifiable information, anonymous data collection and aggregate reporting. Personally identifiable information is any information that is associated with your name or personal identity.
What we collect
During the registration process, the types of personal information you provide to us may include, name, address, phone, fax, email address, social security number, license number, date of birth, username and password, billing information, transaction, and credit card information.
We may also collect non-personal information, such as your occupation, zip code, area code, etc. so we may better understand our Site users to improve the services and products we offer.
How we use it
We use your personal information for the following purposes:
• To make the site easier for you to use by not making you enter your personal information more than once.
• To deliver services that you request or purchase.
• To help us create and publish content most relevant to you.
• To alert you of product upgrades, special offers, updated information and other new services provided from Provider.
• To provide feedback in an online survey
• To participate in promotional offers. Note: You will be given the opportunity to notify us of your desire to not receive these offers by sending us an email request at contact us.
• To request assistance or fill out support requests.
Who we share it with
We never sell or rent your personal information. Provider may disclose your personal information if required to do so by law (for example, a subpoena) or regulation, or in good faith to (a) comply with legal processes served on the site, or (b) protect the rights and property of Provider, or (c) where our records indicate fraudulent activity or other deceptive practices that a governmental agency should be made aware of, or (d) where your communication suggests possible harm to others.Provider may transfer information about Users if Provider is acquired by or merged with another company. Provider is not responsible for notifying User of such changes.When you register, Provider will not share your information with third parties without your permission, other than for the limited exceptions already listed. It will only be used for the purposes stated above. We use personal information to reply to inquiries, handle complaints, provide operational notices, keep records up to date to notify you via periodic e-mails of technical service issues, specials, or other related product/service information. Your information may be shared with agents or contractors of Provider for the purpose of performing service for Provider.
The online registration at Provider is designed to give you options concerning the privacy of your credit card information, name, address, e-mail and any other information you provide us. Provider is committed to data security with respect to information collected on our site. We offer the industry standard security measures available through your browser called SSL encryption.
Security of your Personal Information
Provider strictly protects the security of your personal information. We carefully protect your data from loss, misuse, unauthorized access or disclosure, alteration, or destruction.
Provider will store user name, email and “user application data” on secure servers in a third-party datacenterUser application data may include the securities and number of securities a user owns as well as a name identifying their brokerage account(s). Provider does not store brokerage account numbers, passwords, user names, or other sensitive account data.
Your personal information is never shared outside the company without your permission, except under conditions explained above. Inside the company, data is stored in password-controlled servers with limited access.
You also have a significant role in protecting your information. No one can see or edit your personal information without knowing your username and password, so do not share these with others.
We use SSL encryption when collecting or transferring sensitive data such as credit card and personal information. Credit card numbers are only used for processing payment and are not used for other purposes. Our efforts to protect credit card fraud help protect your financial data security.Access to your Personal Information
We will provide you with the means to ensure that your personal information is correct and current. You may review and update this information at any time by logging into your account.
To protect your privacy and security, we will also take reasonable steps to verify your identity, such as password and username, before granting access to your data.
Provider Web sites use "cookies" to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a Web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie to you. You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the Provider services or Web sites you visit.
Use by Children
We do not knowingly collect personal information from children under the age of 13 years, except where authorized by a parent or legal guardian of that child. In the event we are notified or learn that personal information of a child under the age of 13 has been received without the required authorization, we will delete the personal information as soon as possible.
Third party links
Occasionally, at our discretion, we may include or offer third party products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.
Google’s advertising requirements can be summed up by Google’s Advertising Principles. They are put in place to provide a positive experience for users. https://support.google.com/adwordspolicy/answer/1316548?hl=en.
We have not enabled Google AdSense on our site, but we may do so in the future.
We use Google Analytics.
General Data Protection Regulation (GDPR) Compliance
Unfortunately, we are not in a position to accept clients who are not U.S. Citizens. The GDPR regulations, in particular, provide certain rights to their citizens which are not the same as the United States. For this reason, we do not accept referrals from any citizen outside the United States. Our services are specifically designed for United States citizens. We will expunge all European Union Member data to the extent we have been made aware of the same. If you are a citizen of a European Union Member, or any country outside of the United States, please notify us and we will remove and destroy your Personal Information.California Consumer Privacy Act of 2018 (CA AB 375)
Google API Services User Data Policy
Portfolio Insight's use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements.