Privacy Policy

AdvanceNotice, LLC — Effective Date: February 19, 2026

1. Introduction

AdvanceNotice, LLC (“Company,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, store, and protect personal information in connection with the AdvanceNotice platform (“Platform”).

By using the Platform, you consent to the practices described in this Privacy Policy.

2. Information We Collect

A. Information You Provide

• Name
• Email address
• Phone number (if you opt in to SMS alerts)
• Zip code (used to determine your time zone for alert delivery)
• Account credentials
• Portfolio asset identifiers manually entered by you
• Customer support communications

We do not require brokerage login credentials.

B. Automatically Collected Information

When you use the Platform, we may collect:

• IP address
• Device information
• Browser type
• Log data
• Usage patterns
• Access timestamps

This information is collected via cookies or similar technologies.

C. Market and Reference Data

We process market data from third-party providers to analyze assets in portfolios. This data is not personal information but may be linked to your account.

3. How We Use Information

We use collected information to:

• Provide and operate the Platform
• Generate anomaly notifications via email and, if opted in, SMS
• Determine your time zone for timely alert delivery
• Improve system performance
• Respond to user inquiries
• Maintain system security
• Enforce our Terms and Conditions
• Comply with legal obligations

We do not sell or share personal information, including information about your holdings.

4. Data Sharing

We may share personal information only as necessary to operate the Platform, including with:

• Cloud hosting providers that store Platform data
• Email delivery services used to send notifications
• SMS delivery services used to send text message alerts, if you opt in
• Payment processors, if applicable

We do not sell, rent, trade, or broker personal information for advertising or marketing purposes.

We may disclose information when required by law or to protect our legal rights.

5. Cookies and Tracking

We may use:

• Essential cookies
• Analytics cookies
• Security cookies

You may disable cookies through your browser settings, but doing so may limit functionality.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information, including:

• Per-user encryption of portfolio holdings data, so that holdings are encrypted at rest with keys unique to each user;
• Encrypted data transmission via TLS/HTTPS;
• Secure password hashing; and
• Access controls limiting data access to authorized personnel and systems.

However, no method of transmission over the internet is 100% secure. Use of the Platform is at your own risk.

7. Data Retention

We retain personal information:

• For as long as your account is active
• As necessary to provide services
• As required by law
• To resolve disputes or enforce agreements

You may request deletion of your account at any time.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access your personal data
• Correct inaccurate data
• Request deletion
• Request data portability
• Object to certain processing

To exercise rights, contact: [email protected]

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA).

9. Children’s Privacy

The Platform is not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors.

10. Third-Party Links

The Platform may contain links to third-party services. We are not responsible for their privacy practices.

11. Do Not Track

The Platform does not respond to browser “Do Not Track” signals.

12. International Users

The Platform is intended for users in the United States. If you access the Platform from outside the United States, you understand that your information may be transferred to and processed in the United States.

13. Changes to This Policy

We may update this Privacy Policy. We will post the revised version with a new Effective Date. Continued use of the Platform constitutes acceptance.

14. Contact Information

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