Security

Revised May 27, 2021

Your Online Data Security:

Data security is our highest priority. As a matter of policy, we do not request or hold any of your financial information regarding your brokerage accounts or your credit/debit cards. We provide investment advice only. The responsibility is yours to connect with your brokerage and trade funds according to the conclusions you draw.

When on the website an icon, such as a lock or key, will be displayed in the corner of your browser’s window to let you know that your browser’s encryption is active. Most browsers today utilize an encryption method called Secure Sockets Layer (SSL). SSL is software-based security protocol that encodes data before it is transmitted over the Internet.

Remember, you are the most important key to your own data security.