1. Information we collect
Account and profile information
When you create or use a ClearMarket account, we may collect your name, email address, password hash, phone number, role, notification preferences, profile details, and security settings. Advisor accounts may include business information such as company name or ARN number.
Research and portfolio information
Depending on how you use the app, we may store watchlists, saved lists, price alerts, holdings, transactions, portfolio records, customer records for advisors, support tickets, and app notifications.
Contact form submissions
When you submit the marketing contact form, we store your name, email, optional phone/company, topic, message, source page, IP address, browser user agent, and timestamps so admins can review and respond.
Usage and analytics information
We may collect page views, link clicks, referrers, page titles, event types, session identifiers, hashed visitor identifiers, hashed IP identifiers, browser user agents, and basic event metadata. If Google Analytics is enabled by an admin, Google may also process analytics information according to Google's terms and privacy policies.
2. How we use information
- To provide the ClearMarket website, app, admin console, support flows, advisor workflows, and account features.
- To secure accounts through authentication, OTPs, password reset, login alerts, 2FA, rate limits, and session controls.
- To maintain and improve product quality, navigation, content, analytics, and workflow design.
- To respond to support tickets, contact form messages, privacy requests, and partnership inquiries.
- To comply with applicable legal obligations and protect ClearMarket, users, and platform integrity.
3. Sharing and disclosure
We do not sell or rent personal information. We may share information only when necessary to operate service providers such as hosting, email delivery, analytics, infrastructure, security tooling, or where required by law, court order, safety concerns, or platform abuse investigations.
4. Retention and security
We keep information for as long as needed to provide the service, maintain records, secure the platform, and satisfy legal or operational requirements. We use technical safeguards such as password hashing, HTTPS, CSRF protection, rate limiting, role-based access, and admin-only management pages.
5. Your choices and rights
You can update account details in settings where available. You may contact us to request access, correction, deletion, or other privacy assistance. Some records may need to be retained for security, legal, audit, or legitimate operational reasons.
6. Changes to this policy
We may update this policy as ClearMarket changes. Material changes may be reflected on this page and, where appropriate, through product or email notifications.