AskMyAdvisor® operates with transparency and trust. For real-time security and compliance updates, visit our Trust Center.

At AskMyAdvisor®, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services. By accessing or using our services, you agree to the terms of this Privacy Policy.

1. Information We Collect

• Account Information: Name, email address, and other contact details when you sign up.

• Payment Information: Processed via trusted third-party services. We do not store full payment card details.

• Usage Data: IP address, browser type, operating system, referral URLs, and interaction data.

• Support Communications: If you contact support, we may retain those records.

2. How We Use Your Information

• Provide, maintain, and improve our services

• Communicate with you (service updates, announcements)

• Monitor usage and improve user experience

• Protect against fraud, abuse, and unauthorized access

3. Sharing and Disclosure of Information

• We do not sell your personal data.

• With Service Providers: For payment processing, infrastructure, and support

• For Legal Reasons: If required by law or necessary to protect rights or users

• During Business Transfers: Such as mergers, acquisitions, or asset sales

4. Data Retention
We retain your personal data as long as necessary for service delivery, legal compliance, and dispute resolution. When no longer needed, your data is deleted or anonymized in accordance with legal standards.

5. Security Measures
We use industry-standard security practices to protect your data. However, no method is completely secure. While we strive to safeguard your information, absolute security cannot be guaranteed.

6. Your Choices and Rights
Depending on your location, you may have rights to:

• Access the data we hold

• Correct or update your information

• Request data deletion

• Object to or restrict how your data is processed

7. Changes to This Privacy Policy
We may update this policy periodically. Any changes will be reflected by the most recent revision date. Please review this policy regularly.

For real-time updates on our security and compliance status, visit our Trust Center.

By accessing or using AskMyAdvisor®, you agree to follow these Terms of Service. If you don’t agree, do not use the service.

1. Our Services
AskMyAdvisor® provides software tools to help trusted advisors simplify referrals and client onboarding. We may update, change, or discontinue any part of the service at any time.

2. User Responsibilities

• Use AskMyAdvisor® only for lawful purposes.

• Do not attempt to hack, reverse engineer, or misuse the platform.

• You are responsible for maintaining your account confidentiality.

3. Intellectual Property
All content, code, logos, and trademarks are the property of AskMyAdvisor® or its licensors. Do not copy or use without permission.

4. No Guarantees
We do not guarantee uninterrupted or error-free service. Use is at your own risk.

5. Limitation of Liability
We are not liable for indirect or consequential damages. Total liability is limited to what you paid in the last 12 months.

6. Termination
We may suspend or terminate your account at any time if these terms are violated.

7. Governing Law
These terms are governed by the laws of Washington State.

These terms may be updated periodically. Continued use constitutes acceptance.

AskMyAdvisor® is a software platform designed to help trusted advisors streamline referrals and client onboarding. We do not provide legal, financial, investment, tax, or other professional advice. All content, tools, templates, or materials offered through our platform are for informational and operational purposes only.

We make no guarantees regarding results or outcomes from using the platform. By using AskMyAdvisor®, you agree to the following:

1. No Professional Advice
AskMyAdvisor® does not offer legal, tax, investment, medical, or any other professional advice. Users should always consult with qualified professionals before making decisions.

2. Informational Use Only
All materials on our site or platform are for general informational purposes only and are not a substitute for professional guidance.

3. No Client-Advisor Relationship
Use of AskMyAdvisor® does not establish a client, legal, or fiduciary relationship with AskMyAdvisor®.

4. No Endorsement or Guarantee
We do not endorse or guarantee any outcomes, services, or third parties mentioned through the platform.

5. User Responsibility
Users are solely responsible for how they use the platform, any content they share, and all actions taken based on information obtained through AskMyAdvisor®.

6. Platform Availability
The platform is provided “as-is” and “as-available.” We do not guarantee uninterrupted access or freedom from errors or bugs.

7. Trust & Compliance
We are committed to high standards of data security and compliance. Visit our Trust Center for real-time updates on our security posture and SOC 2 progress.

AskMyAdvisor® uses enterprise-grade infrastructure and follows industry best practices in security. We are actively pursuing SOC 2 Type 2 compliance. Our system includes encryption, access control, secure cloud architecture, and continuous monitoring.

Learn more at our Trust Center.

Accessibility Statement

AskMyAdvisor® is committed to providing a digital experience that is accessible to everyone. If you encounter any accessibility barriers while using our website or platform, email [email protected]. We’ll acknowledge and address accessibility issues in accordance with our support policies.

Risk Disclosure

Any investment-related content provided on AskMyAdvisor® is for informational purposes only. We do not offer, solicit, or sell securities. All investing involves risk, including the potential loss of principal. You should seek guidance from a qualified professional before making any investment decision.

CCPA / Cookie / Data Use

AskMyAdvisor® complies with the California Consumer Privacy Act (CCPA). We do not sell your personal data. You may request access to, correction of, or deletion of your data at any time by contacting [email protected].

We use cookies to improve performance, analyze traffic, and enhance user experience. You can manage cookie preferences in your browser settings or request opt-out directly via email.

We do not use cookies for advertising or retargeting.

Do Not Sell My Personal Info

AskMyAdvisor® does not and will not sell your personal information. To confirm your opt-out under the CCPA, email [email protected] with the subject line “CCPA Opt-Out Request.”

Responsible Disclosure Policy

If you believe you’ve discovered a security vulnerability or bug in our platform, we encourage you to report it responsibly. Please email [email protected] with full details. We appreciate ethical research and will review all reports promptly.

Service Level Agreement (SLA)

AskMyAdvisor® is hosted on enterprise-grade infrastructure designed for reliability and performance. While we do not guarantee specific uptime in standard plans, enterprise clients may request a custom SLA defining uptime targets, response times, and escalation protocols.