Privacy policy

What we collect

• Account details: name, mobile number, email and role.
• Broker API access you choose to connect, stored encrypted and used only to fetch prices and place your orders.
• Trading data: strategies, orders, positions and settings.
• Advisory data entered by firms: customer profiles, goals, documents, proposals and portfolios.
• Enquiries sent through the contact form, and basic technical logs (IP address, time of access).

How we use it

Only to run the service: sign-in, trading and advisory features, alerts you set up, support, billing and security. We do not sell personal data.

Who can see it

Each account's data is kept separate. Within an agency, each login only sees what its role allows. Data is shared with your broker only to fetch prices and place orders you instruct, and with service providers (hosting, messaging) only as needed to run the service, or when the law requires it.

Security

Passwords are hashed and broker credentials are encrypted. Sessions are protected and access is logged. No system is perfectly secure, so keep your password private.

Your choices

You can ask to see, correct or delete your data by contacting us. Some records may be kept as long as the law or your agency's record-keeping obligations require.

Contact

For privacy questions about Options Desk, use the contact page. If you are a customer of an advisory firm, you can also contact that firm directly.