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Privacy Policy

Last Updated: January 18, 2023

What information do we collect?

We collect information from you when you register on our site, place an order, respond to a survey, fill out a form or provide online banking or investing credentials. When ordering or registering on our site, as appropriate, you may be asked to enter your: name, email address, mailing address, phone number, credit card information or credentials for our online investing or banking accounts. You may, however, visit our site anonymously.

What do we use your information for?

Any of the information we collect from you may be used in one of the following ways: To personalize your experience: Your information permits us to personalize our website with your unique financial information. To improve our website: We continually strive to improve our website offerings based on the information and feedback we receive from you. To improve customer service: Your information helps us to more effectively respond to your customer service requests and support needs. To process transactions: Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested. To administer a contest, promotion, survey or other site feature To send periodic emails: The email address you provide in your profile may be used to send you information and updates pertaining to your SimplyRobo services, or to send you information at the request of other SimplyRobo users to whom you disclose your email address, in addition to receiving occasional company news, updates, related product or service information, etc. Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.

What do we use your information for?

SimplyRobo takes your security seriously. We use secure Web standards (HTTPS, SSL) to keep your confidential information secure between your web browser and our servers. We never store your usernames and passwords for third party sites on our servers, even in encrypted form. We encrypt all other personally identifiable information stored on our servers, including any SimplyRobo credentials, connection information identifying where your information is stored with our third parties, and any transaction information.

Do we use cookies?

Yes. Cookies are small files that a site or its service provider transfers to your computer’s hard drive, through your Web browser. A cookie enables the sites or service providers systems to recognize your browser and capture and remember certain information. We use cookies to help us remember and process your login information, understand and save your preferences for future visits, keep track of advertisements and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may contract with third-party service providers to assist us in better understanding our site visitors. These service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business. If you prefer, you can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies via your browser settings. Like most websites, if you turn your cookies off, some of our services may not function properly. To best use our site, please permit cookies from SimplyRobo.com and *.SimplyRobo.com in your browser settings. We have implemented Google Analytics for Display Advertising on our web site. We will NOT facilitate the merging of personally-identifiable information with non-personally identifiable information previously collected from Display Advertising features that is based on the DoubleClick cookie. You can opt-out of Google Analytics for Display Advertising and customize Google Display Network ads using Ads Settings. You can also use the Google Analytics opt-out browser add-on.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses. Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

Your Consent

By using our site, you consent to our privacy policy. If we decide to change our privacy policy, we will post those changes on this page, send an email notifying you of any changes, and/or update the Privacy Policy modification date.

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