Privacy Policy

AUGUST 2016 v.101a




This IVEZT, LLC (iVEZT) Privacy Policy (“Privacy Policy”) sets forth how personal information is collected and used that is provided on the Internet website located at www.iVEZT.com as operated and maintained by iVEZT. By using www.iVEZT.com you agree to be bound by the terms and conditions of this Privacy Policy, as they may be amended from time to time in the future.


In this Policy we use the term “Personal Information” to describe information that can be associated with an individual and can be used to identify that individual. We do not consider Personal Information to include information that has been anonymized or aggregated so that it does not identify an individual.  You represent that if you give us Personal Information on behalf of someone else, the person providing the Personal Information to you gave you consent to provide their individual information to iVEZT. If someone else gives us Personal Information on your behalf, you represent that you gave that person consent to provide your Personal Information to iVEZT.

The Privacy Policy applies when you:

iVEZT stresses its privacy and security standards to guard against identity theft and provide security for your personal information. We regularly re-evaluate our privacy and security policies and adapt them as necessary to deal with new challenges.

Terms and Conditions

By entering into this Privacy Policy, you represent that you have read, understood and accepted iVEZT’s Terms and Conditions, which are available at www.iVEZT.com.

Personal Information We Collect

We collect information from you, including Personal Information, when you voluntarily provide information to us. Examples of instances when we collect Personal Information from you include when you register to open an Account, answer questions on our Site or in our Application to determine what kind of portfolio we might recommend to you, complete a survey or otherwise provide feedback regarding the Services, and contact us with questions.

We collect the following Personal Information from you:

Contact Information such as name, email address, mailing address, and phone number; Billing Information such as bank account, debit or credit card number; Social Security Number; Driver's License Information; Date of birth; Citizenship; Marital status; Employment information; Investment objective and experience; Annual income; Risk tolerance; Unique identifiers such as user name and passwords; and other information that may be required under Federal and certain state laws.

How We Use the Information We Collect

iVEZT stores, processes, and maintains data related to you in order to provide support, offer new products and services.

iVEZT uses and discloses your personal information only as follows:

iVEZT may use your Personal Information to communicate with you regarding the Service or to email you about services that we believe may be of interest to you. If you decide at any time that you no longer wish to receive marketing emails from us, please follow the “unsubscribe” instructions provided in the emails. Please note that you cannot opt out of administrative emails necessary for iVEZT to perform its functions of the Program.

You also authorize iVEZT and the Custodian (as that terms is defined in the iVEZT Program Agreement) to use information about you that is publicly available or available directly or indirectly from credit reporting agencies in verifying your identity, performing background checks, investigating suspicious activity, or for any other purpose for so long as your Program Account is open or any amount is owed to IVEZT or the Custodian. You authorize iVEZT and the Custodian to obtain consumer credit and other reports from any consumer reporting agency or provider of publicly available background to gather information necessary in the sole discretion of iVEZT and the Custodian.

How We Share Your Information

We may share the following information required to participate in the Program with your Financial Advisor (Advisor) or an Advisor assigned to the employer solely for the purpose of providing services to you:

We will not sell, rent, or trade your Personal Information to any third parties, and will not otherwise disclose your Personal Information to unaffiliated third parties except as required by law, such as to comply with a subpoena, or similar legal process and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.

There are certain circumstances, outlined below, in which we may share your Personal Information without further disclosure to you. From time-to-time, we hire other companies to perform certain business and technology related functions (e.g., database maintenance and payment processing). In the case we hire another company to perform a function of this kind, we only provide them with the minimum information they need to perform their specific function. iVEZT maintains physical, electronic, and procedural safeguards that comply with applicable federal laws, rules, and regulations to guard your Non-Public Personal Information.

If iVEZT is involved in a merger, acquisition, or sale of all or a portion of its assets, you will be notified via email and/or a prominent notice on our Site of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information.

User Access and Choice

If the Personal Information on file for you changes, or if you no longer desire our Service, you may correct, update, amend, delete/remove, or deactivate it by emailing Customer Support [email protected]

We will retain your Personal Information for as long as your account is active or as needed to provide you Services. We will continue to retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

You may decline to provide Personal Information to iVEZT. Declining to provide Personal Information may, however, disqualify you for Services and Site and Application features that require certain Personal Information.

Cookies / Tracking Technologies

A cookie is a small text file that is stored on a user’s computer for record-keeping purposes. We use cookies on the Site, but we do not link the information we store in cookies to any Personal Information you submit while on our Site.

We use both session ID cookies and persistent cookies. A session ID cookie expires when you close your browser. A persistent cookie remains on your hard drive for an extended period of time. You can remove persistent cookies by following directions provided in your Internet browser’s “help” directory. If you reject cookies, you may still use our site, but your ability to use some areas of our site, such as contests or surveys, will be limited.

The use of cookies by our partners, affiliates, tracking utility company, service providers is not covered by our Privacy Policy. We do not have access or control over these cookies. Our partners, affiliates, tracking utility or analytics company, and third party service providers may use session ID cookies to make it easier for you to navigate our Site.


The security of your Personal Information is important to us. You acknowledge that, to the extent described in this Privacy Policy, iVEZT and any of our approved third party providers use authentication and encryption to protect the Websites, the Application, and your information. When you enter sensitive information, on our forms, we encrypt the transmission of that information using transport layer security (TLS).

We follow generally accepted standards to protect the Personal Information submitted to us, both during transmission and once we receive it. No Internet, email, or electronic operating system that enables the transmission of data is ever fully secure or error free, however, so please take special care in deciding what information you send to us in this manner. We do not warrant or guarantee secure access to the Site or Application.

Changes to this Privacy Policy

We may update this Privacy Policy to reflect changes to our information practices. We encourage you to periodically review this page for the latest information on our privacy practices.

Contact Us

If you have any questions about our Privacy Policy, please contact us on the information below.

711 S. Osprey Ave., Suite 2
Sarasota, FL 34236

[email protected] 


Other important information

California Residents:  Other than for our everyday business purposes or our marketing purposes, we will not share your personal information with our affiliates without first giving you additional privacy choices.

Nevada Residents:  For more information regarding any opt-out choices, you may contact us at the number or address listed. You may also contact the Nevada Attorney General’s Office, Bureau of Consumer Protection, by writing to 555 E. Washington Avenue, Suite 3900, Las Vegas, NV 89101, or by calling 702-486-3420.

Vermont Residents:  We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be www.ivezt.com.


Important Privacy Choices for Consumers

You have the right to control whether we share some of your personal information.
Please read the following information carefully before you make your choice below.

Your Rights

You have the following rights to restrict the sharing of personal and financial information with our affiliates (companies we own or control). Nothing in this form prohibits the sharing of information necessary for us to follow the law, as permitted by law, or to give you the best service on your accounts with us. This includes sending you information about some other products or services.

Your Choices

Restrict Information Sharing With Companies We own or Control (Affiliates): Unless you say “No,” we may share personal and financial information about you with our affiliated companies.

(_) NO, please do not share personal and financial information with your affiliated companies.


Time Sensitive Reply

You may make your privacy choice at any time. Your choice marked here will remain unless you state otherwise. However, if we do not hear from you we may share some of your information with affiliated companies.

Name: ______________________________ 

Account or Number(s):____________________________________

Signature: ___________________________________________________ 

To exercise your choices do the following:  Reply electronically by emailing us at [email protected].

Vermont Authorization

By completing the information and signing below, I authorize iVEZT, LLC (“iVEZT”) to disclose personal information about my creditworthiness to its affiliates.  If I have a joint account, this authorization applies only to the disclosure of my personal information.

I understand that this authorization will remain in effect until I subsequently revoke or modify it. I also understand that I may revoke my authorization at any time by emailing [email protected].

Print Name: ______________________________

Sign Name:  ______________________________

Date:  ___________

Account Number: __________________________

Address:  _________________________________

Please note that if you do not provide your name and account information, we will not be able to locate your account.

This form may be returned by [email protected]

Please use the appropriate language and information above when sending your request to iVEZT.

Please keep a copy of this authorization for your records.