Privacy Policy

2.1 From You

Account Data:We collect certain information when you open an account such as your email address, password, and photo. Depending on your subscription, we may also collect your physical address, your employer name, your employer's address, your job title and functions, and your signature.

Feedback Data: This consists of information you submit through surveys, reviews, or interactive features.

Payment Information: For paid subscriptions, we collect details like email, billing address, and payment specifics. Payment information is collected by Stripe, Inc., our payment processor.

Sales and Marketing Data: This includes information provided for promotional communications, such as email addresses.

Support Data: When you seek customer support, we collect the information that you provide.

2.2 Automatically

Buttons, Tools, and Content from Other Companies: Our Services may contain links or buttons that lead to third-party services like New York Stock Exchange and NASDAQ Stock Exchange. The use of these features may result in data collection. Engaging with these buttons, tools, or content may automatically send certain browser information to these companies. Please review the privacy statements of these companies for more information.

Cookies and Other Tracking Technologies:We use cookies and similar technologies to provide essential functionality like storing settings and recognizing you while using our Services. See the “Cookies and Other Technologies” section below for more details and control options.

Email Marketing Interactions: Our emails may have web beacons that offer information on your device type, email client, email reception, opens, and link clicks.

Website Usage Data: We automatically log data about your website interactions, including the referring site, date and time of visit, pages viewed, and links clicked.

3.1 Cookies and Other Technologies

A cookie is a small text file that can be stored on and accessed from your device when you visit our Services, to the extent you agree. The other tracking technologies work similarly to cookies and place small data files on your devices or monitor your website activity to enable us to collect information about how you use our Services. This allows our Services to recognize your device from those of other users of the Services. The information provided below about cookies also applies to these other tracking technologies. You can find more useful information about cookies and other similar tracking technologies at www.allaboutcookies.org and www.youronlinechoices.eu.

3.2 How We Use Cookies and Other Tracking Technologies

Like most providers of online services, we use cookies and other tracking Technologies, including first-party cookies (i.e., cookies placed by us when you use the Services) and third-party cookies (as explained below), for a number of reasons, like identifying you, helping us see which features are most popular, counting visitors to a page, understanding how you engage with web content and emails we send, improving our users' experience, keeping the Services secure, tracking and analyzing statistical usage and volume information from our users, providing relevant advertising, and just generally providing you with a better, more intuitive, and satisfying experience.

3.3 Cookies We Use

Depending on the Services, we may use the following types of cookies:

Necessary Necessary cookies help make the Services usable by enabling basic functions like page navigation and access to secure areas of the Services. The Services cannot function properly without these cookies. Disabling these cookies may make the Services unavailable.

Preferences Preference cookies are used by us to remember your settings and preferences and to improve your experience on our Services

AnalyticsAnalytics cookies help us collect information about your use of the Services and enable us to improve the way it works. These cookies give us aggregated information that we use to monitor the Services' performance, count page visits, spot technical errors, see how users reach the Services, and measure the effectiveness of marketing (including emails).

Marketing Marketing cookies are used to show consumers display advertisements across websites, to make them more relevant and meaningful to consumers, and to track the efficiency of our advertising campaigns, both on our services and on other websites or mobile apps. Our third-party advertising partners (as identified above) may use these cookies to build a profile of your interests and deliver relevant advertising on other sites.

3.4 Managing Cookies

If you do not want cookies to be dropped on your device, you can adjust the settings of your Internet browser to reject the setting of all or some cookies and to alert you when a cookie is placed on your device. For further information about how to do so, please see the specific browser procedures below, or see www.allaboutcookies.org. Please note that if you use your browser settings to block all cookies (including strictly Necessary Cookies), you may not be able to access or use all or parts of our Services or specific functionalities.

Chrome

Safari

Safari Mobile (iPhones and iPads)

Firefox

Microsoft Edge

If you want to remove previously stored cookies, you can manually delete the cookies at any time. However, this will not prevent the Services from placing further cookies on your device, unless and until you adjust your Internet browser setting as described above.

You may opt-out of behaviorally targeted ads anytime by clearing your cache of your browser's cookies. Additionally, you may opt out of interest-based advertising from some third-party partners by visiting http://preferences-mgr.truste.com/, http://www.youronlinechoices.eu, or the third-party provider's websites. Please note that opting-out will only prevent targeted ads so you may continue to see generic (non-targeted ads) after you opt-out.

5.1 Service Providers and Third Parties

We may share your Personal Data with third-party vendors that perform tasks on our behalf such as billing and collection, IT services, maintenance and hosting of our Services, payment processors, marketing partners, accounting, auditing, tax, legal, and other professional services. These third-party vendors may use your Personal Data only in connection with the services they perform on our behalf, and they are bound to protect your Personal Data in a manner substantially consistent with our own policies and practices. Depending on your subscription, we may share your Personal Data with national securities exchanges, securities information processors, or our other third-party financial data providers for the purposes described in this Privacy Policy. In addition, you may choose to use certain features on our website for which we partner with other entities. These features are operated by third parties that are not affiliated with us. These third parties may use your Personal Data in accordance with their privacy policies. In the parts of the Services on which these features are offered, the relevant third parties are identified. We strongly suggest you review the third party's privacy policies if you use the relevant features.

5.2 Your Consent

We may share or disclose your Personal Data for other purposes pursuant to your consent or with your further direction.

5.3 De-Identified Data

From time to time, we may share De-Identified Information about use of the Services, such as by publishing a report on usage trends. The sharing and our other use of such data is unrestricted.

5.4 Legal Reasons

We may also disclose your Personal Data when we, in good faith, believe disclosure is appropriate to comply with the law, a court order, or a subpoena. We may also disclose your Personal Data to prevent or investigate a possible crime, such as fraud or identity theft, to protect the security of our Services, to enforce or apply our policies or other agreements, or to protect our own rights or property or the rights, property or safety of our users or others. We will attempt to notify our users about legal demands for their Personal Data when appropriate in our judgment, unless prohibited by law or court order or when the request is an emergency. We may dispute such demands when we believe, in our discretion, that the requests are overbroad, vague, or lack proper authority.

5.5 Business Transfers

We may need to share your personal information in the following situations:

We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

6.1 International Privacy Disclosures

Individuals in the European Economic Area, Switzerland, the United Kingdom, Brazil, and across the globe have certain statutory rights in relation to their Personal Data. Subject to any exemptions as provided by law, you may have certain rights regarding the Personal Data we, acting as the data controller, maintain about you. If you, at any time, wish to exercise your rights, please reach out to us in accordance with the “Privacy Rights Request” section below.

• Right of Access. If you ask us, we will confirm whether we are processing your Personal Data and, if so, provide you with a copy of that Personal Data along with certain other details. If you require additional copies, we may need to charge you a reasonable fee.
• Right to Rectification. If your Personal Data is inaccurate or incomplete, you are entitled to ask that we correct or complete it.
• Right to Erasure. You may ask us to erase your Personal Data in some circumstances, such as where we no longer need it or you withdraw your consent (where applicable) and there is no other legal basis for processing.
• Right to Restrict Processing.You may ask us to restrict or 'block' the processing of your Personal Data in certain circumstances, such as if you contest its accuracy or object to us processing it.
• Right to Data Portability. You have the right to obtain your Personal Data from us that you consented to give us or that was provided to us as necessary in connection with our contract with you, and if the processing is carried out by automated means.
• Right to Object. You may ask us, at any time, to stop processing your Personal Data, and we will do so: (a) if we are relying on a legitimate interest to process your Personal Data, unless we demonstrate compelling legitimate grounds for the processing or your data is needed to establish, exercise, or defend legal claims; or (b) we are processing your Personal Data for direct marketing and, in such case, we may keep minimum information about you (for example, in a suppression list) as necessary for our and your legitimate interest to ensure your opt-out choices are respected in the future and to comply with data protection laws.
• Right to Withdraw Consent. If we rely on your consent to process your Personal Data, you have the right to withdraw that consent at any time, but this will not affect any processing of your data that has already taken place.
• Right to lodge a Complaint. If you have a concern about our privacy practices, including the way we handled your Personal Data, you can report it to the data protection authority that is authorized to hear those concerns.

6.2 U.S. State Privacy Disclosures

If you are a resident of the State of California, Colorado, Connecticut, Utah, or Virginia in the United States, please see below for additional state-specific privacy disclosures. Unless otherwise expressly stated, all terms defined in our Privacy Policy retain the same meaning in these Disclosures.

In addition, we may at times receive or process Personal Data to create de-identified data that can no longer reasonably be used to infer information about, or otherwise be linked to, a particular individual or household. Where we maintain deidentified data, we will maintain and use the data in deidentified form and not attempt to reidentify the data except as required or permitted by law.

Depending on your state of residency and subject to certain legal limitations and exceptions, you may be able to exercise some or all of the following rights:

• Right to Know. If you ask us, we will confirm whether we are processing your Personal Data and, if so, provide you with a copy of that Personal Data along with certain other details. If you require additional copies, we may need to charge you a reasonable fee.
• Right to Access and Portability. The right to obtain access to the Personal Data we have collected about you and, where required by law, the right to obtain a copy of the Personal Data in a portable and, to the extent technically feasible, readily usable format that allows you to transmit the data to another entity without hindrance.
• Right to Correction. The right to correct inaccuracies in your Personal Data, taking into account the nature of the Personal Data and the purposes of the processing of the Personal Data.
• Right to Deletion. The right to have us delete the Personal Data we maintain about you.
• Right to Opt-Out of Sales or Sharing of Personal Data.The right to direct us not to “sell” your Personal Data to third parties for monetary or other valuable consideration, or “share” your Personal Data to third parties for cross-context behavioral advertising purposes and targeted advertising purposes.

Depending on your state of residency, you may also have the right to not receive retaliatory or discriminatory treatment in connection with a request to exercise the above rights. However, the exercise of the rights described above may result in a different price, rate or quality level of product or service where that difference is reasonably related to the impact the right has on our relationship or is otherwise permitted by law.

In addition to the above, residents of the State of California in the United States who have an established business relationship with us have the right to know how their Personal Data is disclosed to third parties for their direct marketing purposes during the preceding year under California's “Shine the Light” law, or the right to opt-out of such practices. California residents may contact us in accordance with the 'Privacy Rights Requests' section below. You will need to attest to the fact that you are a California resident.

If you are a resident of the State of Nevada in the United States, Chapter 603A of the Nevada Revised Statutes permits a Nevada resident to opt-out of potential future sales of certain covered information that a website operator has collected or will collect about the resident. We do not engage in such activity; however, if you are a Nevada resident who has purchased services from us, you may submit a request to opt-out of any potential future sales under Nevada law by contacting us in accordance with the “Privacy Rights Requests” section below. Please note we will take reasonable steps to verify your identity and the authenticity of the request. Once verified, we will maintain your request in the event our practices change.