PRIVACY NOTICE
STAGING DRAFT: This notice will name the actual hosting, analytics, telephone, payment, support and account providers before public launch.
INFORMATION WE MAY COLLECT
Information may include contact and account details, support communications, call metadata, advisor selection, billing state, promotion eligibility, device/log information and processor-issued payment identifiers.
HOW INFORMATION IS USED
To provide account access, route and support calls, process billing, protect promotion integrity, prevent abuse, improve service quality and comply with law.
LIMITED ACCESS
Advisors receive only the information needed to provide the service. Customer and advisor private telephone numbers remain separated by the platform.