We take privacy seriously and aim to provide a client environment built around discretion, secure access, and responsible handling of account-related information.
We may collect information you provide during account registration, onboarding, verification, account activity, and ongoing use of the platform. This can include contact details, account preferences, and information required to support the client experience.
We may also collect limited technical and usage information necessary to maintain platform functionality, security, and account access workflows.
Information is used to support account setup, secure access, client communication, funding workflows, operational updates, and the overall management of the platform experience.
We may also use information to improve functionality, maintain service quality, and support security-related processes.
Access to sensitive account information is intended to be limited to authorized processes and personnel involved in maintaining the client experience and platform operations.
We aim to handle account-related data with a level of care appropriate for a private client environment.
This privacy page may be updated periodically to reflect operational, technical, or legal changes. Continued use of the platform indicates acceptance of the current version of this policy.
This page is provided for general informational purposes and is part of the TrueNorth Capital Group client experience.