TRADEway Privacy

Suggested text Good afternoon.. Press tab to insert.None selected Skip to content Using investage.com Mail with screen readers 1 of 10,504 TE privacy Inbox Rance Masheck Attachments 11:51 AM (9 minutes ago) to me Rance Masheck iVest Plus, Inc. rance@investage.com rance@ivestplus.com 646-217-4348 office 561-441-4594 cell One attachment • Scanned by Gmail

Rev 10/2019

FACTS

What does TRADEway do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

Name and address
Phone and Email
Financial Information

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons TRADEway chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does TRADEway share?	Can you limit this sharing?
For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or at your request to other service providers you identify to us acting on your behalf.	Yes	No
For our marketing purposes— to offer our products and services to you	Yes	No
For joint marketing with other financial companies	Yes	No
For our affiliates' everyday business purposes— information about your transactions and experiences	Yes	No
For our affiliates' everyday business purposes— information about your creditworthiness	No	We don't share
For our affiliates to market to you	Yes	Yes
For non-affiliates to market to you	No	We don't share

To limit
our sharing

Visit: https://www.tradeway.com/opt-out

Please note:

If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Questions?

Call 1-877-777-0703

Who we are

Who is providing this notice?

This privacy notice is being provided by TRADEway, a DBA (doing business as) of Designer Technologies, Inc. -- a Texas C Corp. founded by the Mitchell family in 1999.

What we do

How does TRADEway protect my personal information?	To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does TRADEway collect my personal information?	We collect your personal information, for example, when you: Fill out a form or application Purchase a product or service Give us your contact information
Why can't I limit all sharing?	Federal law gives you the right to limit only: sharing for affiliates' everyday business purposes—information about your creditworthiness affiliates from using your information to market to you sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly with someone else?	Your choices will apply to everyone on your account.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

Our affiliates include Exos Aerospace Systems & Technologies, Inc. (Exos Aerospace); E. G. Hall Oil Company, Inc.; and Petracorp

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

TRADEway does not share with non-affiliates so they can market to you.

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

TRADEway's joint marketing partners include software companies and brokerage firms

Information for Vermont, California and Nevada Customers

In response to a Vermont regulation, if we disclose personal information about you to non-affiliated third parties with whom we have joint marketing agreements, we will only disclose your name, address, other contact information, and information about our transactions or experiences with you.

In response to a California law, we automatically treat accounts with California billing addresses as if you do not want to disclose personal information about you to non-affiliated third parties except as permitted by the applicable California law. We will also limit the sharing of personal information about you with our affiliates to comply with all California privacy laws that apply to us.

Nevada law requires us to disclose that you may request to be placed on our "do not call" list at any time by calling 1-877-777-0703. To obtain further information, contact the Bureau of Consumer Protection, Office of the Nevada Attorney General at 555 E. Washington Ave., Suite 3900, Las Vegas, NV 88101; phone 1-702-486-3132; email DCPINFO@ag.stat.nv.us.