Privacy Policy
This page is a placeholder template, not a finished legal document. It must be reviewed and finalized by qualified legal counsel before this page is relied upon or launched publicly. Bracketed text marks fields that need to be filled in.
Because EDGE operates alongside a registered broker-dealer, customer financial data is also subject to Regulation S-P and the Gramm-Leach-Bliley Act privacy rules — a different, stricter regime than general consumer privacy law. This draft does not yet address those requirements in detail; counsel familiar with broker-dealer compliance should review this section specifically.
Last updated: [Date] · Version 0.1 (draft)
1. Information We Collect
Account information (name, email, phone); identity verification documents, processed through our third-party KYC/AML provider; financial and trading data needed to operate your brokerage account; and device/usage data such as app interactions and crash logs.
2. How We Use Information
To open and operate your account, process trades through our broker-dealer of record, comply with KYC/AML and securities regulations, personalize the Discovery Engine experience, and improve the product.
3. Third Parties We Share Data With
Alpaca Securities LLC (broker-dealer of record, trade execution and custody), Plaid (bank linking and ACH transfers), our identity verification provider (KYC/AML), and standard analytics/infrastructure providers. We do not sell your personal information.
4. Data Security
We use encryption in transit and at rest, role-based access control, and industry-standard security practices. No system is perfectly secure, and we cannot guarantee absolute security.
5. Your Rights
Depending on your jurisdiction, you may have the right to access, correct, or request deletion of your personal information. Certain financial records must be retained for a minimum period under securities and AML regulations regardless of a deletion request.
6. Cookies
Our website uses cookies and similar technologies for essential functionality and basic analytics. You can control cookies through your browser settings.
7. Children's Privacy
EDGE is not directed at, and may not be used by, anyone under the age of 18.
8. Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be communicated through the app or website before they take effect.
9. Contact
Questions about this policy can be sent via our Contact page.