Last Updated: June 15, 2024

Privacy Policy

We take your privacy seriously. This policy explains what information we collect, how we use it, and your choices regarding your data.

1. Information We Collect

At Stockey, we collect several types of information to provide and improve our services:

1.1 Account Information

When you create an account, we collect your name, email address, and other contact details. For paid plans, we collect payment information, which is securely processed by our payment providers.

1.2 Broker Connection Data

When you connect your brokerage accounts, we access your trading data through secure OAuth connections. This includes your portfolio holdings, transaction history, and account balances. We never store your broker credentials.

1.3 Usage Data

We collect information about how you interact with our platform, including features you use, pages you visit, and time spent on the platform. This helps us improve our services and user experience.

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process transactions and send related information
  • Send administrative messages, updates, and security alerts
  • Respond to your comments and questions
  • Analyze usage patterns to improve user experience
  • Prevent fraudulent use of our services

3. Data Sharing and Disclosure

We do not sell, rent, or share your personal information with third parties for their marketing purposes. We may share your information in the following circumstances:

  • With service providers who perform services on our behalf
  • To comply with legal obligations
  • To protect the rights, property, or safety of Stockey, our users, or others
  • In connection with a merger, acquisition, or sale of all or a portion of our assets

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

5. Your Rights and Choices

Depending on your location, you may have the following rights:

  • Access, correct, or delete your personal information
  • Object to or restrict certain processing of your data
  • Data portability (receiving your data in a structured, commonly used format)
  • Withdraw consent where processing is based on consent

To exercise these rights, please contact us at [email protected].

6. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on our website and, where appropriate, by email. Your continued use of our services after such modifications will constitute your acknowledgment of the modified Policy.

Questions about our Privacy Policy?

Our privacy team is here to help.