Privacy Policy

1. Introduction

Autopilot Advisers, LLC and its parent company, Autopilot Holdings Corporation (“Autopilot,” "we," "us," or"our") is committed to safeguarding the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our investment advisory services. By using our services, you consent to the practices outlined in this policy.

2. Information We Collect

We collect various types of information to provide, maintain, and improve our investment advisory services. The information we collect may include:

  • Personal Identification Information: Includes but is not limited to your full name, residential address, mailing address, email address, phone numbers, Social Security number, and date of birth.
  • Financial Information: Includes bank account numbers, credit card information, income details, investment holdings, and account balances.
  • Investment Preferences and Risk Tolerance: Includes your investment objectives, risk tolerance, asset allocation preferences, and investment strategies.
  • Transactional Information: Details of transactions executed on your behalf, including trade confirmations, transaction history, account statements, and communications related to transactions.
  • Communications: Includes records of communications between you and us, including emails, phone calls, and any other correspondence related to your accounts and investments.
  • Online and Technical Data: Includes IP addresses, browser types, operating systems, usage data, cookies, and other tracking technologies related to your interaction with our website and online platforms.

3. How We Use Your Information

We use the information we collect to achieve the following purposes:

  • Service Provision and Management: To deliver and manage investment advisory services, including account management, investment recommendations, trade execution, and performance monitoring.
  • Personalization: To customize our services and communications according to your preferences and financial needs.
  • Compliance and Legal Obligations: To comply with applicable laws, regulations, and industry standards, including anti-money laundering (AML) and fraud prevention measures.
  • Communication: To send you account statements, transaction confirmations, investment updates, market insights, and other relevant communications.
  • Business Operations: To enhance our services, conduct research and analysis, improve customer experience, and for internal auditing and quality control purposes.

4. Information Sharing and Disclosure

We limit the disclosure of your personal information to situations where it is necessary to fulfill our obligations to you or as required by law:

  • With Service Providers: We may share your information with third-party service providers who assist us in delivering our services. These providers are contractually obligated to protect your information and use it only for the purposes for which it was disclosed. Examples include custodians, technology vendors, compliance consultants, and auditors.
  • Regulatory and Legal Requirements: We may disclose your information to regulators, law enforcement agencies, or other authorities if required by law, regulation, or legal process.
  • Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our business, your information may be transferred as part of the transaction. We will ensure that any successor entity is bound by appropriate confidentiality obligations.
  • With Your Consent: We may disclose your information with your explicit consent or at your direction, such as when you authorize us to share information with other financial institutions or service providers.

5. Data Security

We employ a variety of security measures to protect your personal information:

  • Encryption: We use encryption technologies to protect data transmitted over the internet and stored in our systems.
  • Access Controls: We implement strict access controls to limit access to your information to authorized personnel only. Access is granted based on role and need.
  • Security Audits: Regular security audits and assessments are conducted to identify and address potential vulnerabilities and ensure our security measures are effective.
  • Data Backup: Regular backups of critical data are performed to ensure data integrity and availability in case of a system failure or data loss.

6. Your Choices and Rights

You have several rights regarding your personal information:

  • Access: You have the right to request access to the personal information we hold about you.
  • Correction: You can request correction or update of any inaccurate or incomplete information.
  • Deletion: You may request the deletion of your personal information, subject to legal and regulatory requirements that may require us to retain certain data.
  • Opt-Out: You can opt out of receiving marketing communications from us. However, you may still receive important updates related to your accounts and transactions.
  • Data Portability: You may request a copy of your personal information in a structured, commonly used, and machine-readable format for your own purposes or to transfer to another organization.

To exercise these rights or if you have questions about your personal information, please contact us at legal@joinautopilot.com.

7. Cookies and Tracking Technologies

We use cookies and other tracking technologies to enhance your experience on our website and analyze usage patterns:

  • Cookies: Small data files stored on your device that help us remember your preferences and improve site functionality. You can manage your cookie preferences through your browser settings.
  • Analytics: We use analytics tools to gather information about how our website is used, which helps us improve our services and user experience.
  • Do Not Track: Some browsers may offer a "Do Not Track" feature. Please note that our website may not respond to "Do Not Track" requests at this time.

8. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. The retention period may vary depending on the type of information and applicable legal requirements.

9. Third-Party Links

Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website and, if appropriate, by direct communication. Please review this policy periodically for any updates.

11. Contact Us

If you have any questions, concerns, or complaints about this Privacy Policy or our privacy practices, please contact us:

‍
Autopilot Advisers, LLC
575 Lexington Avenue, Ste. 1400
New York City, NY 10022
646-574-4316
legal@joinautopilot.com
www.joinautopilot.com

12. Governing Law

This Privacy Policy is governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of laws principles. Any disputes arising from or related to this Privacy Policy shall be resolved in the courts of New York County, New York.

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Disclaimer
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Important Information
The information provided on this website and the Autopilot app is for informational purposes only. Autopilot Holdings Corporation ("Autopilot Holdings") is not an investment adviser and does not provide investment advice. Advice provided on this website and through the Autopilot app is generated and managed by Autopilot Advisers, LLC ("Autopilot Advisers"; together with Autopilot Holdings, "Autopilot"), which is an investment adviser registered with the Securities and Exchange Commission (SEC).

Investment Advice
‍Any investment advice, strategies, or recommendations presented on this website or through the Autopilot app are provided solely by Autopilot Advisers. Autopilot Holdings does not provide investment advice and is not responsible for the accuracy, completeness, or timeliness of any investment advice given by Autopilot Advisers.

Investment Risks
‍Investing in securities involves significant risk, including the risk of loss of principal. Past performance does not guarantee future results, and there can be no assurance that any investment strategy or security will meet its objectives or achieve any specific financial outcome. You should only invest risk capital that you can afford to lose without impacting your financial stability. Carefully consider your individual financial situation, investment goals, and risk tolerance before making any investment decisions.

Consult with Professionals
You should consult with a qualified financial advisor, attorney, or tax professional regarding your personal financial situation, investment objectives, and any potential legal or tax implications before making any investment decisions. Autopilot does not provide legal or tax advice.

Limitation of Liability
Autopilot, its affiliates, and employees disclaim any and all liability for any losses or damages arising from actions taken or reliance placed on the information provided on this website or through the Autopilot app. This includes, but is not limited to, losses related to the purchase or sale of securities or other financial instruments, changes in market conditions, or any other investment outcomes.

No Guarantees
No representation is made that any investment strategy, security, or financial product discussed on this website or through the Autopilot app will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.

Disclosure of Affiliations
Autopilot may have affiliations with other financial institutions or services, which may affect the content presented or recommendations provided by Autopilot Advisers. Please review Autopilot Advisers's Form ADV Part 2A, available here, for detailed information about their services, fees, and potential conflicts of interest. For more information about Autopilot Advisers, view our SEC registration documents here.