Privacy Policy

Back Effective Date: March 1, 2026

1. Information We Collect

We collect information you provide directly to us, such as when you create an account, make a transaction, contact customer support, or otherwise communicate with us. This information may include:

• Name, email address, phone number, and mailing address
• Date of birth and Social Security number (for identity verification)
• Financial information including income, net worth, and investment experience
• Government-issued identification documents
• Employment information and investment objectives

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our services, including to:

• Process transactions and send related information
• Verify your identity and prevent fraud
• Send you technical notices, updates, and support messages
• Respond to your comments, questions, and requests
• Comply with legal and regulatory requirements
• Personalize and improve your experience

3. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

• With service providers who perform services on our behalf
• With regulatory authorities as required by law
• With your consent or at your direction
• In connection with a merger, acquisition, or sale of assets

4. Data Security

We implement appropriate technical and organizational measures designed to protect the security of your personal information. This includes encryption of data in transit and at rest, regular security assessments, and strict access controls for our employees and service providers.

5. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, delete, or port your data. You may also have the right to opt out of certain data processing activities. To exercise these rights, please contact us using the information provided below.

6. Cookies and Tracking

We use cookies and similar tracking technologies to collect information about your browsing activities. You can manage your cookie preferences through your browser settings. For more information, please see our Cookie Policy.

7. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

9. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

FirmHarbor Inc.
447 Broadway
New York, NY 10013, USA
Email: privacy@firmharbor.com