More from your money.

1. Information collected: We may collect information needed to respond to requests or provide financial services, including name, email, phone number, date of birth, address, employment details, income information and selected financial products.

2. Financial information: Depending on the service requested, we may collect information about income, assets, debts, credit history, banking details and other financial information necessary to evaluate applications or provide requested services.

3. Use of information: Information may be used to process applications, provide requested services, verify identity, communicate with you, improve service quality, prevent fraud and meet applicable legal and regulatory requirements.

4. Information from third parties: Where permitted by law, we may receive information from lenders, insurers, financial institutions, credit reporting agencies, identity verification providers and other authorized sources to support requested financial services.

5. Sharing information: We may share information with trusted lenders, insurers, financial institutions, technology providers and service partners when reasonably necessary to provide the requested service, process applications, maintain security or satisfy legal obligations.

6. Data protection: Reasonable administrative, technical and physical safeguards may be used to protect personal information from unauthorized access, disclosure, alteration, loss or misuse. Access to information is limited according to legitimate business and service requirements.

7. Cookies and technology: Websites may use cookies, analytics tools and similar technologies to remember preferences, understand website activity, improve performance, maintain security and provide relevant functionality, subject to applicable privacy laws and available user choices.

8. Data retention: Personal information may be retained for as long as reasonably necessary to provide services, maintain financial and business records, prevent fraud, resolve disputes and comply with applicable federal and state legal or regulatory requirements.

9. Your privacy rights: Depending on your state of residence, you may have rights to access, correct, delete, obtain or request information concerning your personal data. Certain rights may be subject to identity verification, legal exceptions and other applicable limitations.

10. Policy updates: This Privacy Policy may be updated periodically to reflect changes in services, technology, privacy practices, laws or regulatory requirements. Updated provisions will become effective according to the applicable effective date or required notice.

1. Service guidance: Financial information, educational resources and advisor support may be provided to help you understand available financial products. Final approval, pricing, coverage and eligibility depend on applicable provider criteria, verification and regulatory requirements.

2. Eligibility: Access to particular financial products or services may depend on factors such as age, residency, income, credit history, financial circumstances, requested product and other eligibility requirements established by applicable providers.

3. Accuracy: You agree to provide complete, truthful and current information when submitting forms, applications or requests. Incorrect, incomplete or misleading information may affect eligibility, processing, available terms or continued access to certain services.

4. Financial decisions: Financial products may involve interest, fees, premiums, repayments, market fluctuations or other risks. You should carefully review applicable disclosures, agreements, costs, risks and conditions before accepting or using any financial product.

5. No guaranteed outcomes: No particular financial result, investment return, loan approval, insurance coverage, savings amount or other outcome is guaranteed. Financial results may depend on market conditions, individual circumstances, provider decisions and other factors.

6. Third-party providers: Certain financial products or services may be offered, administered or supported by independent lenders, insurers, financial institutions or other providers. Their products may be subject to separate agreements, disclosures, eligibility requirements and privacy practices.

7. User responsibility: You are responsible for reviewing final agreements, rates, fees, repayment obligations, coverage details, investment risks and other applicable terms before making a financial decision or accepting a financial product.

8. Service availability: Services, financial products, rates, features and information may change or become unavailable based on provider requirements, market conditions, technical circumstances, regulatory requirements or other factors outside reasonable control.

9. Regulatory compliance: Financial services may be subject to applicable federal and state laws, licensing requirements, consumer protection rules and regulatory standards. Services may be modified, restricted or discontinued when necessary to comply with applicable requirements.

10. Changes: These terms, services, content and workflows may be updated periodically to reflect changes in products, technology, business practices or applicable laws. Continued use of the services after applicable updates may constitute acceptance of the revised terms.