WiseBanyan Privacy Policy

WiseBanyan, Inc. (“WiseBanyan” or “The Firm”) is a registered investment advisor that operates an advisory service which interacts with Users and Clients through the website www.wisebanyan.com and a blog on www.wisebanyan.com/wiseblog. The website and blog, and all content displayed are communally called the “Site.” The Privacy Policy describes how WiseBanyan manages personal information when you use the Site, including information you provide to us as a user (“User”) of the Site and a client (“Client”) of the firm.

The website and blog, and all content displayed are communally called the “Site.” The Privacy Policy describes how WiseBanyan manages personal information when you use the Site, including information you provide to us as a user (“User”) of the Site and a client (“Client”) of the firm.

A User is any individual who accesses the Site, pursuant to WiseBanyan Terms of Use. A client is any individual who opens an investment account with WiseBanyan and its brokerage partner.

Private personal information

WiseBanyan will keep all Users’ and Clients’ non-public information confidential, except as obligated by the full extent of the law or by regulatory authorities. WiseBanyan employees who require Users’ and Clients’ private personal information to maintain and operate the Site maintain restricted access to this information.

WiseBanyan’s servers will process all information you provide to WiseBanyan for the following purposes: displaying and formatting personal information on the Site, delivering related content, and other purposes related to the Site.

WiseBanyan’s Clients may have additional information collected and used to perform trades on their behalves, display investing activity in their accounts, and calculating their portfolio performances.

WiseBanyan’s services are not intended and are prohibited for the use of anyone under the age of 18. If the parent or guardian becomes aware that his or her child under the age of 18 has provided WiseBanyan with personally identifiable information without his or her consent, he or she should contact us at support@wisebanyan.com. We will delete all information given to us by children under the age of 18 as we become aware of such happenings

Site Usage Information

When the public accesses the Site, WiseBanyan automatically records and retains certain information about the public’s usage of the Site through implementation of cookies and other third-party tracking services, such as Google Analytics.

WiseBanyan also holds the right to send you information related to the Firm’s Services, blog, and your account, if you are a Client. If at any time you decide you would no longer wish to receive marketing communications from WiseBanyan, follow the “unsubscribe” steps provided in previous communications. In addition, you may also email us at support@wisebanyan.com to opt out of any future marketing communications.

WiseBanyan reserves the right to include Users and Clients personal information in data analysis, reports, and trend analyses, provided that Users and Clients are protected wherein their personal information will never be individually identifiable without explicit consent. The uses and results of these reports and analyses may be made available to all Users, Clients, or the public at large.

WiseBanyan Client information

To become a WiseBanyan Client, you are required to provide additional identifying and background information including, but not limited to: your full legal name, certain contact information, date of birth, social security number, ID information, current and expected financial status, and other regulatory disclosures that may be necessary. We collect information for the purpose of providing our services in accordance with the rules and regulations of FINRA and the SEC.

The information you provide us to become a Client may be shared with our brokerage partner for the purpose of allowing the aforementioned partner to provide their services to you, the Client.