Last updated June 14, 2023

PLEASE READ THIS PRIVACY POLICY CAREFULLY. BY ACCESSING AND USING THIS WEBSITE OR MOBILE APPLICATION, AS APPLICABLE, YOU AGREE TO BE BOUND BY THIS PRIVACY POLICY IN ITS ENTIRETY. IF YOU DO NOT AGREE WITH THE TERMS OF THIS PRIVACY POLICY, PLEASE DO NOT USE OUR SITE(S).

WealthDocket LLC, together with its directors, employees, agents, suppliers, partners, and content providers (individually and collectively, “WealthDocket”, "we," "us," “our”) prioritizes the protection of your personal and financial information.  This Privacy Policy (the “Policy”) applies to www.wealthdocket.com, including any related subdomain (the “Site”), the WealthDocket website, applications, services, and software provided through or in connection with the service via any means or device (the “Service”), and governs data collection and usage.  For the purposes of this Privacy Policy, unless otherwise noted, all references to WealthDocket LLC include www.wealthdocket.com and WealthDocket.  The WealthDocket website is a fintech platform site.  By using the Site and/or the Service, you consent to the data practices described in this statement.

This Policy together with the Terms of Service (the “Terms”) (collectively, the “Agreement”) constitutes a contract between you and WealthDocket and governs your use of the Site and/or Service.  If you breach any terms of the Agreement, we may terminate your right to use the Site and/or Service.  The Agreement does not govern the practices of companies and other third parties that WealthDocket does not own or control.  WealthDocket reserves the right to use and control the information collected on the Site and/or the Service.  By using the Site and/or the Service, you acknowledge that you have read and understood the Agreement and consent to the practices described in the Agreement.

 

Collection and Use of your Personal Information

In order to better provide you with products and services offered, WealthDocket may collect personally identifiable information, such as your:

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• Name

• Email address

• Home address

• Phone number

• Date of birth

• Social security number and/or tax identification number

• Employer

• Job title

​

 

 

We do not collect any personal information about you unless you voluntarily provide it to us.  However, you may be required to provide certain personal information to us when you elect to use certain services.  We may use this personal information to: (a) establish your account; (b) service and maintain your account; (c) respond to inquiries from you or your representative; (d) develop, offer, and deliver products and services; (e) serve advertisements on the Site; (f) enable our vendors and contractors to provide and assist us in the marketing, operation, troubleshooting and analysis of the Site; (g) to analyze data to send more targeted messages to you or other users of our Site; (h) to conduct research and analyze data to improve our products, services, and the Site; (i) to deliver email messages like special offers, updates, newsletters, customer service, and service announcements; (j) to comply with and meet any regulatory requirements for the offer or sale of securities required by law, rules or regulations to our affiliates or members; (k) to protect the Site or its users; (l) to engage in any other lawful activities we believe are consistent with the foregoing; and (m) when required by law or to protect against legal liability.  If you make an investment in one of the opportunities listed on the Site, you may be asked to provide this and other information, including financial and banking information, to enable WealthDocket or our partners to transfer funds from and to your account.

We may obtain any category of information about you (including personal information and financial data) from a third party in a business transaction such as a merger, acquisition, or asset purchase in which your personal data is transferred to us as a business asset in the transaction.  We may obtain any category of information about you (including demographic and lifestyle information, personal information and financial data) from third parties such as consumer data compilers and other providers of consumer data products and from publicly available sources such as open government databases or other personal information in the public domain.

 

Automatically Collected Information

Information about your computer hardware and software may be automatically collected by WealthDocket.  This information can include: your IP address, browser type, domain names, access times, and referring website addresses.  This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the WealthDocket website.

 

Use of Cookies and Log Files

We collect additional information about your interaction with the Site without identifying you as an individual (“Anonymous Information”) by using cookies and log files on our Site.  For example, we receive certain standard information that your browser sends to every website you visit, such as your IP address, browser type and language, access times and referring website addresses.  We may use Anonymous Information for any purpose in our discretion.  For clarity, Anonymous Information means information that is not associated with or linked to your personal information and does not permit the identification of individual persons.  We also collect additional information about your interactions with us or our representatives at online or in-person events.

You have the ability to accept or decline cookies.  Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer.  If you choose to decline cookies, you may not be able to fully experience the interactive features of the WealthDocket services or websites you visit.

 

Links

This website contains links to other sites.  Please be aware that we are not responsible for the content or privacy practices of such other sites.  We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

 

Security of Your Personal Information

We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information.  Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure.  You acknowledge and agree that: a) there are security and privacy limitations inherent to the Internet which are beyond our control; b) security, integrity, and privacy of any and all information and data exchanged between you and us through this Site cannot be guaranteed; and c) WealthDocket will not be liable for any failure to safeguard personal information.

 

Where You Can View and Correct Your Information

We urge you to review your information regularly to ensure that it is correct and complete.  If you believe that any of your information is incorrect, or if you have any questions regarding this Privacy Policy, please contact us at info@wealthdocket.com.

 

Children’s Privacy

This Site is not intended for, or designed to attract, children under the age of 13 and as such, we do not intentionally gather information from individuals who are under the age of 13.  Upon notification that a child under 13 has provided us with personally identifiable information, we will delete the child’s personally identifiable information from our records.

 

Privacy Rights of California Residents

Under California law, we must provide California residents with a summary of their privacy rights.  California law requires us to inform you, at your request, a) the categories of personal information we collect and the third parties we share that information with; b) the names and addresses of such third parties; and c) examples of the products marketed by such companies.  Additionally, the Act requires us to allow you to control who you do not want us to share that information with.  To obtain this information, please send us your request by email at info@wealthdocket.com or standard mail to: WealthDocket LLC, 532 Marina Bay Drive, Seneca, South Carolina 29672, Attention: Privacy.  When contacting us, please indicate your name, address, email address, and what personal information you do not want us to share.  Your request should be labeled “California Customer Choice Notice,” and 30 days should be allowed for a response.  There is no charge for controlling how your personal information is shared.  If you are a California resident, California law may provide you with additional rights regarding our use of your personal information.  To learn more about your California privacy rights, visit the CCPA Privacy Notice.

 

E-mail Communications

From time to time, WealthDocket may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.

 If you would like to stop receiving marketing or promotional communications via email from WealthDocket, you may opt out of such communications by clicking the "unsubscribe" link in an email and following the instructions on the linked website.

 

External Data Storage Sites

We may store your data on servers provided by third party hosting vendors with whom we have contracted.

 

Changes to This Statement

WealthDocket reserves the right to change this Privacy Policy from time to time.  We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our website, and/or by updating any privacy information.  Your continued use of the Site available after such modifications will constitute your: a) acknowledgment of the modified Privacy Policy; and b) agreement to abide and be bound by that policy.

 

Governing Law

You agree that the Site and the Service shall be deemed based solely in the State of South Carolina and that the Service shall be deemed a passive one that does not give rise to personal jurisdiction over WealthDocket, either specific or general, in jurisdictions other than the State of South Carolina.  This Privacy Policy shall be governed by the internal substantive laws of the State of South Carolina, without respect to conflict of laws principles.

 

Disputes and Waivers

You agree that any claim asserted against WealthDocket, or its directors, officers or employees, or any controversy or claim arising out of or relating to the Services, the Terms of Service, this Privacy Policy, or other operating rules, policies, and procedures that may be published on the Site (including the question of whether any particular matter is arbitrable under this Privacy Policy or concerning the construction, interpretation and effect of this Privacy Policy or any claims in this Privacy Policy, or the rights and liabilities of a user or WealthDocket), or the breach thereof, shall be settled by arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules, and judgment on the award rendered by the arbitrator may be entered in any court having jurisdiction thereof.  The location for any such arbitration shall be in Columbia, South Carolina. Only individuals who are (1) lawyers engaged full-time in the practice and (2) on the AAA register of arbitrators shall be selected as an arbitrator.  There shall be one arbitrator who shall be chosen in accordance with the rules of the AAA. In the event of any claim, controversy or alleged dispute between you and WealthDocket, its members or affiliates you hereby agree to attempt in good faith to amicably resolve any such dispute at least thirty (30) days before instituting any legal proceeding.
You agree that any claim by WealthDocket against a User may be brought pursuant to the rules of the AAA or may be adjudicated by a court of competent jurisdiction, either in Columbia, South Carolina, USA, or where the User is located (either the User’s home address or the address of the User’s principal place of business). With respect to the foregoing, the manner of dispute resolution and its venue is at WealthDocket’s discretion and without reference to the choice of laws provisions of any jurisdiction. The User agrees to submit to the personal jurisdiction of the courts located in Columbia, South Carolina, USA. YOU HEREBY WAIVE TRIAL BY JURY.

You agree to waive all rights to interpose any claims, deductions, setoffs or counterclaims of any nature (other then compulsory counterclaims) in any action or proceeding with respect to this Privacy Policy or any matter arising therefrom or relating hereto or thereto.
Any claim must be brought in the respective party’s individual capacity, and not as a plaintiff in any purported class, collective, representative, multiple plaintiff, or similar proceeding (“Class Action”). The parties expressly waive any ability to maintain any Class Action in any forum. The arbitrator shall not have authority to combine or aggregate similar claims or conduct any Class Action nor make an award to any person or entity not a party to the arbitration. Any claim that all or part of this Class Action Waiver is unenforceable, unconscionable, void, or voidable may be determined only by a court of competent jurisdiction and not by an arbitrator.

 

Contact Information

WealthDocket welcomes your questions or comments regarding this Statement of Privacy.  If you believe that WealthDocket has not adhered to this Privacy Policy, please contact WealthDocket at:
 
WealthDocket LLC
532 Marina Bay Drive
Seneca, South Carolina 29672
 
Email Address:
info@wealthdocket.com
 
Telephone number:
(574) 903-1499