Privacy Policy

Updated: July 2nd, 2024

At Equity For The Win LLC (EquityFTW), we know that trust and integrity are key to our relationships with you, whether you’re a current or prospective client. We take your privacy seriously and are dedicated to keeping your information safe and secure. We value the info you share with us and promise not to disclose it unless required by law or at your direction. We never sell your personal information. Plus, we’ll send you this privacy statement every year to keep you in the loop.

We want you to know what information we collect, how we use it, and how we keep it safe. We also want to know our privacy policies as it relates to our marketing, website cookie management, other websites, GDPR, and CalOPPA.

Why We Collect Your Information

We collect information about you to:

  • Help design and implement the investment and planning services we provide you.

  • Comply with Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

  • Information from our initial meeting or later consultations about your identity, like your name, address, social security number, date of birth, and financial information.

  • Information that we generate to service your financial needs.

  • Information that we may receive from third parties about your financial profile.

What Information We Disclose

By law, we can disclose nonpublic information about you to unaffiliated third parties in certain situations.

Otherwise, EquityFTW won’t disclose any personal information about you or your accounts unless one of these conditions is met:

  • We get your prior written consent.

  • We have documentation that the recipient is your authorized representative.

  • We are required for compliance with securities rules and regulations or by law to disclose information to the recipient

Any arrangements with companies not affiliated with EquityFTW will be subject to confidentiality agreements.

Marketing

If you sign up for our mailing list, EquityFTW will send you information about products and services of ours that we think you might like.

If you have agreed to receive marketing, you may always opt out at a later date.

You have the right at any time to stop EquityFTW from contacting you for marketing purposes.

Opting out of email messaging

You are not required to subscribe to the mailing list. You can utilize the website without it. Subscribers do get information website users do not have access to.

You can unsubscribe from our email list at any time by clicking on the unsubscribe link in the emails that we send, or by contacting us.

If you no longer wish to be contacted for marketing purposes, please contact us using the information below.

How to manage cookies

You can set your browser not to accept cookies, and the above website tells you how to remove cookies from your browser. However, in a few cases, some website features may not function as a result.

Third party vendors

Though we do not serve ads, third party vendors, including Google, use cookies to serve ads based on a user's prior visits to your website or other websites.

  • Google's use of advertising cookies enables it and its partners to serve ads to your users based on their visit to your sites and/or other sites on the Internet.

  • Users may opt out of personalized advertising by visiting Ads Settings. (Alternatively, you can direct users to opt out of a third-party vendor's use of cookies for personalized advertising by visiting www.aboutads.info.)

Privacy policies of other websites

The EquityFTW website may contain links to other websites. Our privacy policy applies only to our website, so if you click on a link to another website, you should read their privacy policy.

Collecting information from minors

We do not knowingly solicit data from or try to engage children under 18 years of age. By using this website, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor dependent’s use of this website.

If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become aware of any data we have collected from children under age 18, please contact us.

EU General Data Protection Regulation (GDPR)

If you are resident in the European Economic Area and you believe we are unlawfully processing your personal information, you also have the right to complain to your local data protection supervisory authority. You can find their contact details here: http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm.

California Online Privacy Protection Act (CalOPPA)

CalOPPA, permits our users who are California residents to request and obtain from us, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes, and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided below. Though as noted earlier in this privacy policy, your information is not shared with any such third parties in the first place.

If you are under 18 years of age, reside in California, and have a registered account with equityftw.com, you have the right to request removal of unwanted data that you publicly post on the website. To request removal of such data, please contact us using the contact information provided below, and include the email address associated with your account and a statement that you reside in California. We will make sure the data is not publicly displayed on the Services, but please be aware that the data may not be completely or comprehensively removed from our systems.

How We Protect Your Personal Information

Your privacy is important to EquityFTW. We limit access to your information to only those who need it to do their jobs. We also educate our employees about the importance of protecting your information and preventing unauthorized access, disclosure, or use. Every team member must acknowledge their understanding of our privacy policy in writing. We use physical, electronic, and procedural safeguards to keep your confidential personal information safe.

However, please remember that we cannot guarantee that the internet, and specifically your internet connection, is secure. Although we will do our best to protect your personal information, transmission of personal information to and from our website is at your own risk. We recommend that you only access the website within a secure environment.

If you have any questions about EquityFTW’s privacy policy, the data we hold on you, or you would like to exercise one of your data protection rights, please do not hesitate to contact us.

Email us at: team@equityftw.com or using the Contact Us page.

If you wish to contact us by phone or through mail, e-mail us to request that information.