Privacy Policy

Depending on how you use CGV, we may collect:

• Your name, email address, company name, and account information;
• Information you provide when contacting us, joining our mailing list, or using our services;
• Purchase and transaction information;
• Login and usage information, including IP address, device/browser information, approximate location, pages viewed, links clicked, and login activity; and
• Ticker lists, API usage, or other information you provide in connection with CGV services.

Payments are processed by third-party providers such as Stripe. CGV does not store your full credit card number.

We use information to:

• Provide and improve CGV products and services;
• Process purchases and manage accounts;
• Communicate with you;
• Provide customer support;
• Understand how our website and products are used;
• Maintain security and prevent fraud or unauthorized account sharing; and
• Comply with legal obligations.

For products with limited-user access, we may review login locations, devices, IP addresses, and usage patterns to identify possible widespread account sharing or misuse.

We may share information with service providers that help us operate CGV, such as payment processors, website hosting providers, authentication services, email providers, analytics providers, and other technology vendors.

We may also disclose information when required by law or reasonably necessary to protect CGV, our customers, or our systems.

We do not sell your personal information.

We do not currently share personal information for cross-context behavioral advertising.

CGV may use cookies and similar technologies to keep you logged in, remember preferences, maintain security, process purchases, and understand website usage.

You can control cookies through your browser, although disabling some cookies may prevent certain CGV features from working properly.

CGV provides links to mutual fund companies, ETF sponsors, investment managers, and other third-party websites.

Once you leave CGV, those websites operate under their own privacy policies and practices.

You may contact us to request access to, correction of, or deletion of personal information we maintain about you, subject to applicable legal and recordkeeping requirements.

You may unsubscribe from marketing emails at any time. We may still send necessary account, purchase, or service-related messages.

We use reasonable measures to protect personal information, but no internet service can guarantee absolute security.

We keep information only as long as reasonably necessary to operate CGV, maintain business and transaction records, comply with legal obligations, and protect against fraud or misuse.

We may update this Privacy Policy as CGV or applicable privacy requirements change. The current version will always be posted on our website.

Questions or privacy requests?

mark@capgainsvalet.com