TradeSmith, LLC (“TradeSmith” “we”, “our” and/or “us”) knows that you care about
how information about you is collected, used and shared, and we appreciate your trust that we will
with our website located at http://tradesmith.com/ and any mobile or other website operated by us (the “Websites”),
the software applications made available by us for use on or through computers and mobile devices (the “Apps”),
and our publications, newsletters, research tools, memberships, portfolio solutions, webinars, conference calls,
e-letters, blogs, books, electronic communications, widgets, conferences and events (collectively, the “Services”).
customer service department (“Customer Service”) by emailing email@example.com (any such request must include
Please note that your decision to use the Services and your choice to provide us with your personal information is voluntary.
We indicate the types of personal information we request in our online, mobile and other registration forms and in other places where we request such information.
You may elect not to submit certain personal information requested by us, but that election may limit or prevent our ability to provide certain Services and products to you.
What Personal Information Do We Collect?
TradeSmith collects the personal information you enter on our Websites or give us in any other way, such as via telephone,
email, online or otherwise. For example, this information may be collected when you contact Customer Service for support purposes.
We may also get information from other companies or third parties, such as when you sync a third-party account or service with your TradeSmith Service.
We collect this personal information in order to offer Services you have requested or which we believe are of interest to our customers,
to manage relationships we have with our customers and partners, to perform activities on your behalf, and for the security of TradeSmith,
our Websites, Services and customers.
Contact Information: We collect and retain personally identifiable information that you submit to us voluntarily and this includes,
but is not limited to, your name, postal address (including billing and shipping address), telephone number and email address.
For example, this contact information may be used to communicate with you with respect to transactions relating to the Services we provide.
Additionally, we may collect contact information provided to us during any correspondence or telephonic contact relating to Customer Support,
as well as in connection with the Services we offer and the Websites we operate.
Financial Information: We collect and retain certain financial information from you, such as when you order our Services.
For example, when you sign up for a Service that requires a paid subscription, we require you to provide a form of payment and
certain information such as a credit card number and billing address before we will process that application. We will not sell,
any order for our Services, or as indicated separately at the point of collection of that information.
Demographic Information: We may collect and store demographic information (such as your zip code, income, gender and age)
and use this data to tailor your experience on our Websites, provide content that we think you might be interested in,
perform general improvements to the Websites, and display the content according to your preferences. We may also anonymize this demographic data.
Such demographic information may be shared with partners, market researchers and other third parties on an aggregate, non-personally identifiable basis.
No personally identifiable information will be linked to such aggregated demographic information that is shared with third parties.
Other Information: We collect and store certain types of information whenever you interact with us. For example, our servers track
the type of web browser you are using and the page from which you link. Additionally, we log IP addresses (a unique number assigned to every computer on the Internet)
in order to improve security, analyze trends and administer the Websites. We may track your movement within the Websites, the third-party website pages from which you
were referred, access times and browser types. We use this information to gauge the effectiveness of our Services, track information for statistical purposes and to
improve our Services. We may use such information for marketing purposes, and to provide you with information we believe might be of interest to you.
In addition, such information may be shared with partners, market researchers and other third parties on an aggregate, non-personally identifiable basis.
No personally identifiable information will be linked to such aggregated information that is shared with third parties. We may supplement the information you provide us
by acquiring publicly or commercially available information as is available in the public domain or from third parties, such as data brokers, business partners, payment and
delivery services, and advertising networks, for instance, to verify your address, add a telephone number, or to update your information and to create a profile of your preferences.
We tie your personally identifiable information to information in the profile, in order to improve the content of the Websites for you or to inform you about
Services that we think may be of interest to you. From time to time, we may also ask you to participate in surveys or other communications conducted by us or third parties designed
to help us improve the Websites or the Services we provide.
Cookies: The Websites may use “cookie” technology for such purposes as enhancing your online experience by making it easier
for you to navigate through the Websites and making certain features work better. Cookies are text files which are commonly deposited by websites
on a user’s hard drive when the user visits a website. The file identifies a user’s computer and can record the user’s preferences and other data
about the user’s website visit. Your web browser may enable you to disable cookies, but please note that certain Services may not function correctly
without it and your experience on our Websites may be reduced.
Third-Party Advertising Companies: We may use third-party advertising companies to serve ads on our behalf across the Internet.
These companies may collect and use information about your visits to this Website and other websites and your interaction with our Services in order
to provide advertisements about Services that may be of interest to you. However, we do not provide personally identifiable information
(such as your name, address, email address or telephone number) in connection with third-party advertisements that will be connected with such information.
Such third-party advertising companies may use information about your visits to this Website and other websites to target advertisements for our Services and
they may keep track of user response to each advertisement. These targeted advertisements may appear on our Websites or on other websites that you visit.
The anonymous information is collected through the use of a pixel tag or cookies, which are industry standard technologies used by most major websites.
To learn more about the use of this information or to choose to not have this information used by certain third-party advertising partners, please visit
the Network Advertising Initiative at http://optout.networkadvertising.org/#!/ or go to
https://www.adobe.com/privacy.html. Please note that if you delete your cookies, use a different browser
or buy a new computer, you will need to renew your opt-out choice.
Web Beacons: The Websites may contain electronic images (called a “single-pixel GIF” or a “web beacon”) that allow a website to track
the effectiveness of marketing campaigns. No personally identifiable information will be transmitted via web beacons.
Telephone Recording and Monitoring: To ensure that TradeSmith customers receive quality service, and for other operational and lawful purposes,
we may record and/or monitor customers’ (and potential customers’) calls with our employees or agents. These calls between our customers (or potential customers)
and our employees or agents may be evaluated by supervisors and/or other TradeSmith representatives. This is to ensure that prompt, consistent assistance and accurate
information is delivered in a professional manner and for ongoing compliance purposes. We may also retain and use such recordings where necessary to protect our business,
customers, or Services, or where required by applicable law. In contacting TradeSmith, creating an account with us, or by otherwise utilizing any Service, you hereby consent
to any such call recording and/or monitoring. You should also note that when our Customer Service representative calls a customer (for instance, following a request for a return call),
these outbound calls may also be recorded and monitored.
The following describes the types of personal information we collect:
How We Use and Share Personal Information
We receive and store any personal information you enter on our Websites or give to us voluntarily in any other way, as well as information that we independently
associate with you through publicly or commercially available sources that are available in the public domain or from third parties.
We may use your personal information to contact you from time to time. We may also send you information or offers from time to time to the postal address or email
address we have on file as further described herein.
Your Email Address: From time to time, TradeSmith may use your personal information to contact you by email concerning our Services.
We may also send you promotional materials regarding offerings from affiliates and non-affiliated third parties whose services and products we think may be of interest to you.
These email communications are often intended to inform you of important information regarding your account, or about general services provided by TradeSmith.
If you do not want to receive email from us regarding our Services, please click the “unsubscribe” link which is included at the bottom of any email you receive from us.
However, in order to fulfill our service obligations to you, we will continue to send you emails regarding your account administration, as well as any necessary information,
such as renewal notices and instructions. By providing us with your email address you consent to receiving communications from us electronically and all alerts, notices,
disclosures and other communications that we provide to you electronically satisfy any legal requirement that such communications be in writing.
Your Telephone Number: By registering on a Website or providing your telephone number to us through other methods (for instance, during an inquiry you make
to our Customer Service telephone line), you agree that this action constitutes a purchase, inquiry and/or application for purposes of telemarketing laws. Regardless of the
fact that your telephone and/or mobile number may be listed with the Federal Do-Not-Call Registry or your State Do-Not-Call list, you are providing your express written consent
to receive future information (including telemarketing) about products and services from us, and you hereby agree and consent to our contacting you using the information you have
provided and will provide to us. This means we may contact you by e-mail, phone and/or mobile number (including use of automated dialing equipment and/or pre-recorded calls),
text (SMS) message, social networks or any other means of communication that your wireless or other telecommunications device may be capable of receiving (i.e., video, etc.).
You further acknowledge that you are not required to agree directly or indirectly or enter into an agreement regarding our telemarketing efforts as a condition of purchasing any Services from us.
Promotions: If you provide your name for a promotional offer, or to enter a sweepstakes or contest, and you win a prize, we may post a winner’s list online and/or
offer such a list to those who request it by mail. Your name and city may be listed and we will file your name with governmental agencies if required by law.
Testimonials and Questions from Customers: From time to time we may include customers’ questions (or a summary) and our answers to those questions that we think
may have interest or applicability to others. We will not disclose the customer’s full name but may use an abbreviated form, such as “Julie K.” In addition, we may post customer
testimonials on the Websites, in newsletters, or in other formats. We will not disclose the customer’s full name but may use an abbreviated form as described above; however,
for certain testimonials (e.g., video testimonials) we may disclose the customer’s full name and likeness with the permission of such customer.
Third Parties: We may provide you with promotional materials regarding offerings from affiliates and non-affiliated third parties whose services and products we
think may be of interest to you. If you choose to do business with these affiliated or unaffiliated third parties as a result of such promotions, we may share your personal information with them.
These entities may then send you promotional or administrative communications, by emails or otherwise. If you do not wish to receive those communications, you should contact these entities directly.
If you do not want us to use the information you provide in order to inform you of products and services we think might interest you, or do not want us to provide your information to third-party companies,
between the hours of 9:00 a.m. and 5:00 p.m. ET.
Syncing Your Financial Account or Other Third-Party Services: You may choose to sync certain TradeSmith Services with information from other financial accounts or third-party services.
To sync your financial account information or third-party service, we must access your online account with your financial institution or third-party service provider.
We will request your user name, password, and any other login information that you have set up with your financial institution or third-party service provider to enable access.
We use this information to update and maintain the account and service information you download, to assist with the download process, and to enhance the TradeSmith Services we may provide in the future.
In addition, we may work with other third parties such as our affiliates or non-affiliated companies to offer you products and services and you may choose to sync,
link or connect other such third-party services with your TradeSmith Service. TradeSmith may let you know about a third-party service or product, or another company or third party may
let you know about a TradeSmith service or product. When you elect to accept these services or products, providing your consent to either the third party or to us, we may exchange your information,
including your personal information, as well as information about how you interact with each company’s service or product. This exchange of information is necessary to maintain business operations
and to provide the ongoing service you’ve requested. By requesting or accepting these products or services, you are permitting us to provide your information, including your personal information,
to the other third party.
Agents and Service Providers: We engage other companies, individuals and affiliates of TradeSmith to perform certain functions and/or services for our customers.
Examples may include processing credit card payments, providing marketing assistance and removing repetitive information from customer lists.
Your contact and financial information may either be collected by or shared with such third parties as necessary to fulfill these functions and services, and in some cases,
your information may be retained or used by such third parties to fulfill these functions and services. We contract with service providers to provide us with data collection and reporting services.
When you visit our Websites, those service providers may collect information on our behalf about you in order to provide us with aggregated data about our customers and to assist us in conducting our
business and delivering relevant services to our customers. If you would like to opt-out of the gathering of such information, you can disable your cookies that assist in the gathering of that data,
but please note that certain services and functions of our Websites may not function correctly without cookies.
Service-Related Uses: We may use your personal information to contact you about the Services you have purchased, used or otherwise accessed, or for other purposes in which you have
expressed an interest. For example, we will also provide you with announcements or updates relating to the Services and your account, such as if the delivery of a Service is delayed.
In such an instance, we may send you an email or other message regarding such delay. Generally, you may not opt out of these communications, which are not promotional in nature.
Protection of TradeSmith and Others: We may release account and other personal information when we are required to do so by law, court order,
subpoena or other government or law enforcement authority or regulatory agency, in order to enforce or apply our Agreement or other agreements, or when we believe in good
faith that disclosing this information is necessary or advisable, including for example, to protect the rights, property, or safety of TradeSmith, our customers and users, or others.
This includes exchanging information with other individuals, companies and organizations for fraud protection, credit risk reduction or other similar purposes.
Terms and Conditions/Point of Collection: We may also disclose information about you as otherwise permitted under our Agreement or
as specifically disclosed when we collect information from you.
Change in Business Ownership or Structure
If the ownership of all or substantially all of TradeSmith’s business changes, or we undertake a corporate reorganization (including, but not limited to, a merger or consolidation),
or a potential sale of some or all of our business or assets, or there is an event of insolvency, bankruptcy, receivership or pledging of assets, or there is any other action or transfer between
or among TradeSmith and its affiliates, you expressly consent to TradeSmith transferring your information, including your personal information, to the prospective or actual new owner or successor entity.
Also, information about our customers and users, including personal information, may also need to be disclosed in connection with a commercial transaction seeking financing, investment, support or funding.
Our Websites and Services may contain links to other websites, including those of advertisers. We are not responsible for the claims or representations made by advertisers or third parties.
We also may use service providers and other third parties to serve advertisements regarding goods and services that may be of interest to you when you access and use the Services and other websites
or online services. This practice is based on information relating to your access to and use of the Services and other websites or online services on any of your devices, as well as on information
received from third parties. To do so, these companies may place or recognize a unique cookie on your browser (including through the use of pixel tags). They may also use these technologies,
along with information they collect about your online use, to recognize you across the devices you use, such as a mobile phone and a laptop. If you would like more information about this practice,
please visit http://www.networkadvertising.org/managing/opt_out.asp and
http://www.aboutads.info/. You may download the AppChoices app at www.aboutads.info/appchoices to opt out in mobile apps.
Third-Party Services and Websites
website or providing any product or service, including those to which we may link and those which may link to us. The inclusion of a link on our Websites or Services does not imply endorsement
of the linked website or service by us. We strongly recommend that you review the privacy policies of every online service you use before submitting any personal information and direct any concerns
to the site administrator of that website.
In addition, we are not responsible for the information collection, use, disclosure or security policies or practices of other organizations, such as Facebook, Google, Microsoft, or any other app developer;
app, social media platform, operating system or wireless service provider; or device manufacturer, including with respect to any personal information you disclose to other organizations through or
in connection with any of our software applications made available by us for use on or through computers and mobile devices.
Limitation of Liability
TRADESMITH ASSUMES NO RESPONSIBILITY OR LIABILITY WITH REGARD TO ANY THEFT, LOSS, ALTERATION OR MISUSE OF PERSONAL OR OTHER INFORMATION LAWFULLY PROVIDED BY TRADESMIT TO THIRD PARTIES,
Choices and Opting Out
You may opt out of marketing communications from us by contacting Customer Support or opting out from the opt-out link in any marketing email we send to you.
We give you choices regarding our use and disclosure of your personal information for marketing purposes.
You may opt out from:
Receiving text alerts from us that you previously opted in to receive. You can unsubscribe from delivery of our text alerts by following the instructions in any such text messages.
Our sharing of your personal information with affiliates or unaffiliated third parties for their marketing purposes.
If you prefer that we not share your personal information on a going-forward basis with our affiliates or unaffiliated third parties for their marketing purposes,
or by calling 866-385-2076.
We will try to comply with your request(s) as soon as reasonably practicable.
Please note that if you opt out of receiving marketing-related emails from us, we may still send you important alerts and administrative messages, from which you cannot opt out.
Accessing and Updating Personal Information
TradeSmith gives you the ability to access the personal information you have provided to us for the limited purpose of viewing and, in certain cases, updating that information.
To ensure that the personal information we maintain about you is accurate and up to date, please inform us immediately of any changes by emailing Customer Support at
or by logging in to your account to make any change in your personal information. We may retain your information in our files after you terminate all your Services and/or account
with us in order to resolve disputes, enforce our Agreement, to adhere to the technical and legal requirements and constraints related to the security, integrity and operation of
the Services and our Websites, and to comply with applicable legal requirements such as court orders, subpoenas and other service of process. TradeSmith will maintain your personal
information for as long as it deems necessary in its sole discretion, or as required by applicable laws, regulations, or government orders. Current and former customers may request
of 9:00 a.m. and 5:00 p.m. ET. We will try to comply with your request as soon as reasonably practicable. Please note, however, that no financial information will be provided over the phone,
and in no event will such information be provided without verification.
Data Security and Integrity
TradeSmith has reasonable security policies and procedures in place to protect personal information within our organization from unauthorized loss, misuse, alteration or destruction.
Unfortunately, security cannot be absolutely guaranteed against all threats. Please be advised that we may use third-party cloud service providers that provide hosting,
data storage and other services pursuant to standard terms and conditions that may be non-negotiable; these service providers have informed us or the general public that they apply
security measures they consider adequate for the protection of information within their systems, or they have a general reputation for applying such measures. You can further help
to ensure your security by taking a few simple precautions. Do not include any personal information in any username or password or in any chat group or message board that you access
through the Services. In addition, in order to protect against unauthorized access to your computer and to any TradeSmith username and password, you should sign off when you are finished
using a shared computer, and not share your TradeSmith username and password. If you have reason to believe that your interaction with us is no longer secure, you are required to notify
us in accordance with the “Contacting Us” section below.
Our online services are U.S.-based and are controlled, operated and administered by TradeSmith from its offices within the United States, and are made available to you on an unsolicited basis,
subject to applicable U.S. law. If you decide to continue to access our online services from your location outside the U.S., you hereby agree that your use of those services is subject
Use of Services by Minors
The Services and the Websites are not directed to individuals under the age of thirteen (13). TradeSmith does not knowingly collect personal information from such individuals and we request
that they not provide personal information through the Services or the Websites. If we learn that we have collected or received personal information from a child under 13
without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under the age of 13,
frequently to keep apprised of recent changes. By accessing our Websites or utilizing our Services following these changes, you are deemed to have agreed to our then current
Your California Privacy Rights
Subject to the terms herein regarding a change in business ownership or structure, we do not share personal information (as defined by California Civil Code Section 1798.83)
collected by us for the Services we provide you with third parties for their direct marketing purposes without giving you the opportunity to opt in or opt out as more fully described above in
the “Choices and Opting Out” section. If you are a California resident, you may request information about our compliance with California law by emailing us at firstname.lastname@example.org or by sending
a letter to TradeSmith, P.O. Box 189. Brooksville, FL 34605, Attention: Legal Counsel. Any such request must include “California Privacy Rights Request” in the subject line and include your name,
street address, city, state and ZIP code. Please note that we are only required to respond to one request per customer each year, and we are not required to respond to requests made by means other
than through this designated email address or mailing address.
California Business & Professions Code Section 22575(b) provides that California residents are entitled to know how TradeSmith responds to "Do Not Track" browser settings.
TradeSmith does not currently take actions to respond to Do Not Track signals because a uniform technological standard has not yet been developed. We continue to review new technologies and
may adopt a standard once one is created.
or by calling 866-385-2076 between the hours of 9:00 a.m. and 5:00 p.m. ET.