Tradier privacy & data

Such information may include your name, mailing address, email address, home phone number, mobile phone number, Social Security number, date of birth, and/or your employer's name and address.

the Company may also collect, but is not limited to, your approximate annual income and net worth

Additional demographic information Tradier may collect includes, but is not limited to, the following: gender, education, occupation, trade experience, and investment objectives.

The Company may disclose customer information from its database and admin systems to help the Company analyze and identify the needs of its customer base.

The information the Company gathers is necessary to communicate with you about your account, to process transactions for you, and to comply with federal and state laws, including tax and anti-money laundering laws.

The Company uses cookies for marketing purposes, to collect information about customers' identities as they interact with the website and trading platform, and to manage personalized settings on the website.

Federal law requires Tradier to assess your suitability for trading in a margin account.

The Company may also use demographic information on its customers provided by other third parties in order to develop new products, support new lines of business, and establish new services for customers.

Customers should be aware that there are published regulatory requirements that request that customer information be retained and accessible by broker-dealers for a specified period of time after an account is closed.

You can review, change, or correct any of your PII at any time.

If you opt-opt of marketing emails regarding news about new products and services, Tradier will always honor your request.

Customers may generally disable the cookie feature on their browser without affecting their ability to use Tradier's website

the Company does not sell, license, lease or otherwise disclose your personal information to any third party for any reason other than the purposes described below