Privacy Policy
LAST UPDATED: Oct 2022
Welcome to TheInvestmentDoctor.com (the “Site”), provided by The Investment Doctor, LLC (“us” or “we”). The Private Policy provided here is defined to help you understand how we collect, use and protect personal information and data provided to us. By using the Site, and all affiliated The Investment Doctor pages, you explicit acknowledge and accept the practices described in this Privacy Policy. If you have any questions or concerns, please contact us at [email protected].
CAREFULLY READ THIS PRIVACY POLICY BECAUSE BY YOUR USE OF THIS SITE AND ITS SERVICES YOU EXPRESSLY ACKNOWLEDGE THAT YOU AGREE TO THIS POLICY AND THAT YOU CONSENT TO THE TERMS OF THIS AGREEMENT, INCLUDING THE USE OF ANY PERSONAL INFORMATION THAT YOU SUPPLY OR THAT IS COLLECTED ABOUT YOU AS DETAILED IN THIS PRIVACY POLICY. IF YOU DO NOT EXPRESSLY AGREE WITH ALL OF THE TERMS OF THIS PRIVACY POLICY YOU SHOULD NOT USE THIS SITE OR ITS SERVICES.
When you visit our Site, we collect two types of information: personal information you actively choose to disclose (“Active Information”) and user information collected, in a way not visible to you, on an aggregate anonymous basis as you and other users browse our site (“Passive Information”).
HOW WE COLLECT MEMBER, VISITOR OR USER INFORMATION
When you visit our Site, we collect two types of information: personal information you actively choose to disclose (“Active Information”) and Use information collected, in a way not visible to you, on an aggregate anonymous basis as you and other users browse our site (“Passive Information”). The information we gather from you falls into two categories:
1. Active Information - Personal information you voluntarily and actively supply to us.
a. Registration
When you register to become a user of our Site and use our products or services, we will collect personally identifiable information such as name, address, email address, and telephone number (“Personally Identifiable Information”). This Personally Identifiable Information is securely stored and may be accessed on our Site. You are assigned a username and select your own password – both are needed to enter the Site and to access your information. Please safeguard your password in a secure location as we are not responsible for breaches into the system when access is willingly provided.
b. Ordering
When you place an order for products or services, we collect Personally Identifiable Information such as name, contact and billing information, credit card, and other transactional information. We use this information to deliver your order, process payment, and to communicate the status of your order.
c. Credit Card Storage
Credit card information collected at registration or for product orders is used only to process payment for the transaction and, generally, is not retained on our Site. However, you may voluntarily elect to securely store multiple credit cards to be used for product or service orders.
d. Surveys and Promotions
Occasionally, you may voluntarily provide Personally Identifiable Information to complete surveys and questionnaires or to participate in user polls. We use this information to improve our products and services and to ensure that we’re providing accurate disclosures. We may also use your Personally Identifiable Information to provide you newsletters and other marketing information that coincide with your preferences. You may customize your marketing preferences, or let us know if you do not wish to receive any promotional materials, by adjusting your subscriptions and email options on the Site.
2. Passive Information
This refers to information that does not, by itself, identify you as a specific individual. Such information or “Data” would include the Uniform Resource Locator (“URL”) of the Site that referred you to our Site, your Internet Protocol (“IP”) address (a number automatically assigned to your computer whenever you surf the web), your operating system and browser type, and any search terms that you enter on our Site. Our web server aggregates this information in order to monitor the level of activity on our Site, evaluate its effectiveness, and improve the content or our Site in order to make your visit an easy and enjoyable experience. We may collect, compile, store, publish, promote, report, or otherwise disclose or use any Aggregate Information, provided that such information does not personally identify you. We do not correlate any Personally Identifiable Information with the Aggregate Information that we collect on our Site. If we do correlate any Aggregate Information to you, it will be protected like any other Personally Identifiable Information under this Privacy Statement.
COOKIES
We use cookies, IP addresses and other technologies to serve our users content and offerings that we think will help educate and entertain them or that we think may interest them.
- What are Cookies?
Cookies are small bits of data or code that we use to track and identify people and their devices that come to our Site, www.theinvestmentdoctor.com. We also use them to remember your preferences and education history with us.
- Why We Use Cookies:
We use cookies to try and offer content relevant to you. For instance, if you told us you were interested in attending a webinar by filling out a form, we will show you content and send you emails and information about that event. If you decided to download a guide about investing we may send you other education and content about saving for retirement and related investing content. Simply put, cookies help track where you are in your educational journey with us. They inform us as to what kind of content we should offer you.
- The Importance of Cookies
Cookies are vital to us running our Site, newsletter and online education offerings. Without them, we wouldn’t be able to properly track your experience on our Site or make improvements to your experience.
How We Use the Information Collected
We use Active Information for purposes of administering our business activities, providing customer support and making available other products or services we think might be of interest to our users. We may use the Active Information or Passive Information you provide to contact you about various changes to our Site, new services, features or products we offer. If at any time you do not wish to receive such information, you may “opt-out” of doing so by adjusting your email settings in the back office of the Site.
We use Passive Information to gather information about our users and to enhance our site to make it easier, faster and friendlier for users. Additionally, cookies help us better understand the usage pattern of the people that visit our site, which helps us improve our services. Passive Information may result in your viewing of particular advertising based on your user habits.
Your Information In Relation to Others We Link To
You might be able to access other websites through our Site via hyperlinks. When you do so, you are subjecting yourself to their privacy policies and data collection. Please read the privacy policies of those sites to ensure you agree with the terms before using such sites.
Sharing Information with Advertisers or Other Third Parties
We may disclose anonymous information about user habits to advertisers on our Site. The parties who perform services for us (credit card processors, merchant bank, Internet Service Provider) may also have access to your information in performing such services. Should we buy or sell assets of our company, another company may need to review our company’s assets, which might include your information, to make business decisions as to whether to acquire such assets.
Sharing Information with the Government or As Otherwise Required by Law
We may be required by subpoena, law or government agency to disclose both Active and Passive Information you have provided to us.
How Do We Secure Active Information and Passive Information?
We secure your personal information submitted by you by using reasonable efforts to prevent unauthorized access or disclosure, or accidental loss of Active Information and Passive Information. Individual postings on this site and other communications to our office via email or standard mail may not be secure unless we advise you that security measures are in place prior to your submission of information. Therefore, if you choose to communicate with us through these means, you are assuming the risk of doing so and we respectfully request that you do not send or post sensitive information through these means.
Accessing and Correcting Your Information
We take reasonable measures to ensure that any Personally Identifiable Information we collect on our Site is accurate, current, complete, and reliable for its intended use. If you wish to update or otherwise correct Personally Identifiable Information provided to us, you may edit your information online.
Protecting Your Information
We acknowledge your trust and are committed to take reasonable steps to protect Personally Identifiable Information provided from loss, misuse, and unauthorized access. We employ physical, electronic, and managerial processes to safeguard and secure your information.
It is your responsibility to safeguard the password you use to access our Site and to promptly advise us if you ever suspect that your password has been compromised. We strongly encourage you to change your password regularly to prevent unauthorized access. Because your identification number and password are specific to you, you acknowledge sole responsibility for any and all use of our Site conducted with your identification number and password.
Links to Other Websites
Links to third-party websites may be provided solely for your information and convenience or to provide additional shopping for various other goods and services through our Merchant and Services Partners. If you use these links, you will leave our Site. This Privacy Statement does not cover the information practices of those websites nor do we control their content or privacy policies. We suggest that you carefully review the privacy policies of each site you visit.
Changes to This Statement
Any updates or changes to the terms of this Privacy Statement will be posted on our Site and the date of the newest version posted below. Please check back frequently, especially before you submit any Personally Identifiable Information at our Site, to see if this Privacy Statement has changed. By using our Site, you acknowledge acceptance of this Privacy Statement in effect at the time of use.
CONTACT INFORMATION
If you have any questions or suggestions regarding our privacy policy, please contact us at:
The Investment Doctor, LLC
Email: [email protected]
P.O. Box 3171, Redmond, WA, 98052
Website: www.theinvestmentdoctor.com