Website Disclosure
Last updated: 3/26/2021
Integrity Wealth Solutions is an investment advisor registered with the U.S. Securities and Exchange Commission. The website, www.integrity-wealth.com, (“Website”) is owned, operated, and maintained by IWS. Any reference to the advisory services refers to Integrity Wealth Solutions, LLC. Registration as an investment advisor does not imply a certain level of skill or training, nor does it imply endorsement by the U.S. Securities and Exchange Commission or any other regulator. Nothing on this website should be construed as a solicitation, offer, or recommendation to buy or sell any specific security. Investment advisory and financial planning services are only provided to investors who become clients of IWS pursuant to a written Asset Management Agreement or Financial Planning Agreement, which investors are urged to read and carefully consider in determining whether such services are suitable for their individual facts and circumstances.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. FUTHERMORE, ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY. There can be no assurance that if any hypothetical or actual performance shown on the website will lead to the expected results shown or perform in any predictable manner.
Website Privacy Policy
The Website Privacy Policy (“Policy”) is designed to assist you in understanding how we collect, use, and protect the personal information you provide to us through our Website. We may change this Policy from time-to-time. If changes are made, the “Last Updated” date above will reflect the current version of the Policy.
This Policy applies only to the Website operated by IWS and does not apply to the practices of companies that IWS does not own or control, or to individuals that IWS does not employ or manage. Our Website may contain links to other websites. IWS is not responsible for the privacy policies and/or practices on those other websites. When linking to another site, a visitor should read the privacy policy stated on that website.
Collection of Information
When you visit our Website, you may provide us with two types of information: personal information you knowingly choose to disclose that is collected on an individual basis and website use information collected on an aggregate basis as you and others browse our Website.
Personal Information You Choose to Provide
We may collect, maintain, and use non-public and personal information regarding current, prospective, and former clients. Such information may be collected by us through forms, applications, and other documents you complete, in meetings, telephone calls, and communications (e.g., emails), in password-protected portions of our Website and/or through other means.
In addition to providing the foregoing information, if you choose to correspond further with us through email, we may retain the content of your email messages together with your email address and our responses. We provide the same protections for these electronic communications that we employ in the maintenance of information received by mail and telephone.
Web Site Use Information
When you visit our Website, we may collect information sent to us by your computer, mobile phone, or any other device. Our Website utilizes a standard technology called “cookies” (see explanation below). This information may include your IP address, device information including but not limited to operating system, location, mobile network information, the pages you accessed on our Website and any other available information. This information is collected on an aggregate basis and none of this information is associated with you as an individual.
Cookies
Most web browsers are set to accept cookies by default. Like many websites, IWS Website uses cookies and similar technologies to collect additional website usage data to improve our services. A cookie is a feature of web browser software that allows web servers to recognize the computer used to access a website. Cookies are small pieces of data that are stored by a user’s web browser on the user’s hard drive. Cookies can remember what information a user accesses on one web page to simplify subsequent interactions with that website by the same user or to use the information to streamline the user’s transactions on related web pages. This makes it easier for a user to move from web page to web page and to complete commercial transactions over the Internet. Cookies should make your online experience easier and more personalized.
Use of Information Collected from Cookies
We use website browser software tools such as cookies and web server logs to gather information about our Website users’ browsing activities, to constantly improve our Website and better serve our customers. This information assists us to design and arrange our web pages in the most user-friendly manner and to continually improve our Website to better meet the needs of our customers and prospective customers.
Cookies help us collect important business and technical statistics. The information in the cookies lets us trace the paths followed by users to our Website as they move from one page to another. Web server logs allow us to count how many people visit our Website and evaluate our Website’s visitor capacity. We do not use these technologies to capture your individual email address or any personally identifying information about you although they do permit us to send focused online banner advertisements or other such responses to you.
Use of Personal Information Provided through our Website
IWS uses the personal information for purposes of administering our business activities, providing customer service, and making available our services to our customers and prospective customers. IWS collects this information when an individual completes their information on our “Contact Us” web form or completes the “What is your Risk Number?” questionnaire. IWS may also use the information we collect for marketing purposes. For example, IWS may use the information you provide to contact you to further discuss your interest in our services and to send you information regarding IWS, its affiliates, and its partners, such as information about promotions or events.
Protecting your Information
IWS employs reasonable technical, administrative, and physical safeguards to protect the confidentiality and security of the personal information we collect from unauthorized access or disclosure and accidental loss, misuse, unauthorized alteration, or destruction.
Opt-out Policy
You have a choice about how we use your personal information to communicate with you, and you may opt out at any time by sending us an email at info@integrity-wealth.com. You may also opt out of receiving promotional emails from IWS by following the instructions in those emails. If you opt-out of receiving promotional emails or communications, we may still send you non-promotional communications pertaining to your ongoing business relationship with IWS.
Sharing Information
IWS works with authorized services providers that are companies that perform certain services on our behalf. This includes, but is not limited to, financial institutions that are custodians for client accounts. These services may include fulfilling orders, processing reports, delivering packages, providing customer services, business and sales analysis, supporting our Website functionality, and/or other services offered. These service providers may have access to your personal data to the extent necessary to perform their functions, but we do not allow them to share or use any of your personal information for any other purpose.
Compelled Disclosure
We may disclose information when legally compelled to do so, in other words, when we, in good faith, believe that the law requires it or for the protection of our legal rights.
Selling Information to Third Parties
IWS may provide aggregate information about our customers, website traffic patterns and related website information to our affiliates or reputable third parties, but this information will not include personally identifying data, except as otherwise provided in this Privacy Policy. IWS does not sell your personal information in personally identifiable form to any third party.
Linked Websites
We are not responsible for the practices employed by websites linked to or from our Website nor the information or content contained therein.