Privacy Policy

Everlong Equities Privacy Policy

 

Last Updated: September 5, 2025

 

Everlong Equities (“we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our services, including our website (www.everlongequities.com), mobile applications, or other services we provide (collectively, the “Services”). By using our Services, you agree to the terms of this

Privacy Policy.

 

1. Information We Collect

We may collect the following types of information:

 

a. Personal Information

•  Identity and Contact Information: Name, address, email address, phone number, date of birth, Social Security number, or other government-issued identification numbers.

•  Financial Information: Bank account details, investment preferences, transaction history, credit or debit card information, and other financial data necessary to provide our Services.

•  Account Information: Login credentials, account preferences, and other information related to your Everlong Equities account.

 

b. Non-Personal Information

•  Usage Data: Information about how you interact with our Services, such as IP address, browser type, device information, pages visited, and time spent on our website.

•  Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to enhance your experience, analyze usage, and deliver personalized content. You can manage cookie preferences through your browser settings.

 

c. Information from Third Parties

We may receive information about you from third parties, such as financial institutions, credit bureaus, or business partners, to verify your identity, assess eligibility for Services, or comply with legal obligations.

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2. How We Use Your Information

We use your information to:

•  Provide, manage, and improve our Services, including processing transactions and managing your investments.

•  Verify your identity and prevent fraud or unauthorized activity.

•  Communicate with you about your account, updates, or promotional offers (where permitted by law).

•  Comply with legal and regulatory requirements, such as anti-money laundering (AML) and know-your-customer (KYC) obligations.

•  Analyze usage trends to enhance our website and Services.

•  Personalize your experience, such as tailoring investment recommendations.

 

3. How We Share Your Information

We may share your information with:

•  Service Providers: Third-party vendors who perform services on our behalf, such as payment processors, IT providers, or marketing agencies, under strict confidentiality agreements.

•  Financial Institutions: Banks, custodians, or other entities involved in processing your transactions or managing your investments.

•  Legal and Regulatory Authorities: When required by law, such as in response to a subpoena, court order, or regulatory request.

•  Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred to a successor entity.

•  With Your Consent: We may share your information for other purposes if you provide explicit consent.

We do not sell your personal information to third parties for their own marketing purposes.

 

4. Your Choices and Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

•  Access: Request a copy of the personal information we hold about you.

•  Correction: Request corrections to inaccurate or incomplete information.

•  Deletion: Request deletion of your personal information, subject to legal or regulatory requirements.

•  Opt-Out: Opt out of marketing communications or certain data-sharing practices (e.g., under CCPA for California residents).

•  Data Portability: Request a copy of your data in a structured, commonly used format.

•  Restrict Processing: Request that we limit how we use your information.

To exercise these rights, please contact us at privacy@everlongequities.com. We may require verification of your identity before processing your request.

 

5. Data Security

We implement reasonable physical, technical, and administrative measures to protect your information from unauthorized access, loss, or misuse. However, no system is completely secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials.

 

6. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. For example, we may retain financial records to comply with tax or regulatory obligations.

 

7. International Data Transfers

If you are located outside the United States, your information may be transferred to and processed in the United States or other countries where our service providers operate. We ensure appropriate safeguards, such as Standard Contractual Clauses, are in place to protect your data during international transfers.

 

8. Third-Party Links

Our Services may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any personal information.

 

9. Children’s Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected such information, we will take steps to delete it.

 

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our website or through other communication channels.