
Full name
Email address
Phone number
Company name
Financial readiness information (non-account numbers)
Application and qualification responses
Communication records
IP address
Browser type and device information
Pages visited and time spent on site
Cookies and tracking data
Brokerage login credentials
Bank account numbers
Social Security numbers
Credit card details (payments handled by third-party processors)
Evaluate partnership eligibility
Process applications and onboarding
Communicate regarding services, coaching, and operations
Provide dashboards, playbooks, and support
Improve our website and systems
Meet legal and regulatory requirements
Analyze website performance
Improve user experience
Track conversions and traffic sources
Service providers supporting operations (CRM, analytics, communications, payment processors)
Funding and compliance partners (only with your consent)
Legal or regulatory authorities when required by law
Encrypted storage
Restricted access controls
Secure servers and systems
Request access to your information
Request corrections
Request deletion (subject to legal and operational obligations)
Opt out of non-essential communications