Privacy Policy

Updated April 15, 2025Privacy Policy
This Privacy Policy describes how we treat personal information when you use Fida Wealth Inc.’s products and services on its website and related websites. Additional rules may apply to you, as described in this Privacy Policy, if you are a user who is also a client of Fida Wealth Inc. (“Fida” or “Fida Wealth”).Confidentiality
As a User and Client of Fida, you may exchange communication with Fida through means that are not inherently secure, including, but not limited to, e­mail, phone, and SMS (text messaging). Any and all communication between you and Fida, such as emails, text messages, and any attachments to them (the “Communication”), is confidential and is for the use only of the intended recipient. The Communication may contain copyright material of Fida Wealth, or any of its related entities or third parties. If a recipient is not the intended recipient of the Communication, please notify the sender immediately by return email, delete the Communication, and do not read, copy, print, retransmit, store or act in reliance on the Communication. Any views expressed in the Communication are those of the individual sender only, unless expressly stated to be those of Fida. Fida does not guarantee the integrity of the Communication, or that it is free from errors, viruses, or interference.Personal Information
You become a User when you access the Site, pursuant to Fida’s Terms of Use. Except as required by law or requested by regulatory authorities, Fida agrees to maintain your non­public information in the strictest confidence. Fida restricts access to nonpublic personal information about Users to certain qualified Fida employees, who require that information in order to maintain and operate the Site, or partner advisors who require that information to provide you advisory services. You become a Client of Fida when you use Fida’s service of finding you a financial advisor. Fida may ask you for additional personal information when you become a Client, such as your name or picture, in order to provide personalized services to you and to provide the necessary information for financial advisors to service you correctly. Fida stores, processes, and maintains data related to you in order to provide its products and services through the Site. Fida’s uses for this data are described below.When you use the Site, Fida’s servers automatically record certain information about your use of the Site. Similar to other web services, Fida records information such as browsing activity, data displayed or clicked on (such as UI elements and links), and other information (such as browser type, IP address, date and time of access, cookie ID, and referrer URL). Along with cookies, Fida may also use third­ party tracking technology, such as Google Analytics, to record similar information regarding you and your activity on the Site.Fida is not directed to anyone under the age of 18. If a parent or guardian becomes aware that his or her child under the age of 18 has provided us with personally identifiable information without his or her consent, he or she should contact us at [email protected]. If we become aware that a child under the age of 18 has provided us with personally identifiable information, we will delete such information from our files.Use Of Information
Fida maintains and processes your Fida account and its contents to provide Fida’s products and services to you and to improve our services. Fida’s servers process the information you provide to Fida for various purposes, including but not limited to formatting and displaying your information, delivering related content, sharing community information, and other purposes relating to the Site. As a Client, Fida may also process information for directing bill payments, transfers, or account activity, or for reporting your cash flow plan and performance.Fida may contact you via email, phone, or SMS (text message) to provide information related to Fida services, your account, or personalized content and recommendations. These communications may include service-related updates, reminders, surveys, or marketing content, subject to your communication preferences.If you decide at any time that you no longer wish to receive marketing communications from us, including by SMS, you may opt out by following the “unsubscribe” instructions provided in the communication or by replying “STOP” to any SMS message. Please note that opting out of marketing communications does not affect transactional or administrative messages we may send as part of delivering our services.Information Sharing And Onward Transfer
We may share your personal information with any third parties as permitted or required by law, such as when we reasonably believe it is necessary or appropriate to investigate, prevent, or take action regarding illegal activities, suspected fraud, frontrunning or scalping, situations involving potential threats to the physical safety of any person, or violations of our Terms of Use. Fida maintains physical, electronic, and procedural safeguards that comply with federal standards to guard Users’ nonpublic personal information.Special Rules For The Use and Sharing Of Information Of Clients
If you wish to become a Client, we will ask you for certain information, including, but not limited to, your full legal name, contact information, birth date, income, expenses, approximate net worth, and other disclosures that may be necessary. We require such information in order to be able to provide our services to Clients in accordance with the rules of regulatory bodies. You may choose not to provide such information to us, but you will not be able to become a Client. You may decline to provide personal information to Fida. Declining to provide personal information may disqualify you for Fida services and Site features that require certain personal information.We may share your information with third-party service providers or relevant financial advisor matches in our network in order to provide you the advisory services or account-related services. If you choose to unsubscribe from any communication channel, including SMS, please contact us at [email protected] or follow the unsubscribe instructions provided.Changes To This Policy
This Privacy Policy may change from time to time. We will not reduce your rights under this Privacy Policy without your explicit consent, and we expect most changes will be minor. We will post any Privacy Policy changes on this page and, if the changes are substantial, we will provide a more prominent notice (including, for certain services, email or SMS notification of Privacy Policy changes). Each version of this Privacy Policy will be identified at the top of the page by its effective date.If you have questions or comments about this Privacy Policy, please email us at [email protected].