Last Update 03/18/2025This Privacy Policy
applies to your access and use of all products and services that are made
available by DashFox, Inc. (“DashFox”) through its website including
but not limited to www.dashfox.com (collectively, the “Site”). This Privacy
Policy describes the information that we gather from you, how we use and
disclose your information, and the steps we take to protect your
information. By using the Services, you consent to the privacy practices
described in this policy.
This Privacy Policy is incorporated
into and is subject to the DashFox Terms of Service located at
https://www.dashfox.com/terms-of-service. Your use of the Services and any personal information you provide in
connection with your use of the Services remains subject to the terms of
this Privacy Policy and our Terms of Service. Capitalized terms that are not
defined in the Privacy Policy have the meaning given to them in the Terms of
Service.
The information that we collect:
Personal Information. When you establish a DashFox account, we ask you for personal information,
which may include your name, address, email address, credit card
information, phone numbers and other personal information provided by you.
We use the data you enter to provide the Services to you and develop
personalization of the Services. We also analyze all of our customer data in
aggregate to understand more about the average DashFox user.
Contact Information. You may be asked for your email address or other personal contact
information, which we will not share or sell to third parties.
Cookies.
When you visit the DashFox website, we send one or more cookies to your
computer or other device. We use cookies to improve the quality of the
Services, store user preferences and track user trends.
Log Information. When you access the Services, our servers automatically record certain
information in an industry-standard way. These logs may include information
such as your web request, your interaction with a service, Internet Protocol
address, browser type, browser language, the date and time of your request
and one or more cookies that may uniquely identify your browser or your
account. We use logs to improve the quality of our services, debug problems,
and track user trends.
User Communications. Any messages, email or communications that you send to DashFox or through
the DashFox Platform may be retained so that we can process your inquiries,
respond to your requests or improve the quality of our services. We may use
your email address and other personal contact information to communicate
with you about our services
Information from Other Sources. We may also obtain information about you from third party sources, such as
our partners or advertisers. We may also, at your direction, receive
information from consumer reporting agencies (such as credit scores) or
third party services that provide a mechanism to share information you have
provided to the third party through the use of an application program
interface (API), such as Facebook Connect or the Twitter API. If we combine
or associate information from other sources with your information that we
collect through the Services, we will treat the combined information in
accordance with this Privacy Policy, the Terms, and applicable law.
Client Information. When your clients or prospective clients (collectively, "Clients") use the
Services, they may provide certain personally identifying information as
well as financial information including financial account information,
investments, income, expenses, investable assets, investing risk tolerance,
and other similar types of information.
How we use the information we collectYour information is an integral part of our operations, and we
use it in a variety of ways in providing the Services and operating our
business.
For example:
We use the information that you
provide to operate, maintain, enhance and provide all of the features of the
Services and to enable third parties to provide additional services to
you.
We use the information that you provide to understand
and analyze the usage trends and preferences of our users, to improve the
Services, to create new features and functionality, and to improve fraud
detection and information security.
We may use your e-mail
address or other Personal Information (a) to contact you for administrative
purposes such as customer service, (b) to address intellectual property,
right of privacy or defamation issues related to content you have posted on
the Services.
You can opt-out of receiving promotional
communications, through links provided in the messages, by updating your
account preferences through the Services, or by contacting us directly at
hello@dashfox.com.
We may use Cookies Information and
Automatically Collected Information to: (a) personalize our services, such
as remembering your information so that you will not have to re-enter it
during your visit or the next time you visit the Services; (b) provide
customized advertisements, content, and information; (c) monitor and analyze
the effectiveness of Services and third party marketing activities; and (d)
monitor aggregate site usage metrics such as total number of visitors and
pages viewed.
We may use Client Information to (a) identify and
highlight topics and planning services ("Potential Planning Ideas") that
could potentially be of interest to your Clients (b) suggest and deliver
follow-up messages and content related to Potential Planning Ideas to
clients, on your behalf and only with your permission.
Data retention and deletion
We will retain your personal information, client information, and other
forms of information for the length of time needed to fulfill the purposes
outlined in this privacy policy unless a longer retention period is required
or permitted by law.
If you have been a user of the Services, you
may request that your data be permanently deleted by sending a request to
support@dashfox.com.
When we disclose informationYour information, including emails and phone numbers, will not
be shared with 3rd parties for the purposes of marketing. We may disclose
your information in connection with providing the Services and the operation
of our business.
For example:
We may share Personal
Information with certain of our third party partners to verify your identity
in connection with your use of certain aspects of the Services.
We may
share Personal Information with third party service providers in connection
with your use of specific aspects of the Services.
Some examples
include but are not limited to:
By submitting a request through our
Services, you consent to the disclosure of your information to third parties
in order for us to carry out your request. The collection and use of your
information by third parties is subject to each third party’s specific
privacy policy and terms of use. DashFox has no control over the means by
which third parties further use or disclose your information.
We
work with third party service providers to provide website, application
development, hosting, data storage, maintenance, and other services for us.
To the extent it is necessary for these third party service providers to
complete their contractual obligations to us, these third parties may have
access to or process your information.
We make certain
information available to third parties, to: (i) comply with various
reporting obligations; or (ii) to assist such parties in understanding our
users’ interests, habits, and usage patterns for certain programs, content,
services, advertisements, promotions, and/or functionality available through
the Services. When possible, we provide this information in a de-identified
way.
We may disclose your information if required to do so by law
or in the good-faith belief that such action is necessary to comply with
state and federal laws (such as copyright law), in response to a court
order, judicial or other government subpoena or warrant, or to otherwise
cooperate with law enforcement activity.
We reserve the right to
disclose your information when we have a good faith belief that doing so is
appropriate or necessary to take precautions against liability; to protect
DashFox from fraudulent, abusive, or unlawful uses or activity; to
investigate and defend ourselves against any third party claims or
allegations; to assist government enforcement agencies; to protect the
security or integrity of the Services; or to protect the rights, property,
or personal safety of DashFox, our users, or others.Additional Limits on Use
of Your Google User DataIn some cases, you will have the option to provide
the app access to your Google Account. DashFox’s use of information received
from Google APIs will adhere to
Google API Services User Data Policy, including the Limited Use requirements.
Notwithstanding
anything else in this Privacy Policy, if you provide the App access to the
following types of your Google data, the App's use of that data will be
subject to these additional restrictions:
The App will only use
access to read, write, modify or control Gmail message bodies (including
attachments), metadata, headers, and settings to provide a web email client
that allows users to compose, send, read, and process emails and will not
transfer this Gmail data to others unless doing so is necessary to provide
and improve these features, comply with applicable law, or as part of a
merger, acquisition, or sale of assets.
The App will not use this
Gmail data for serving advertisements.The App will not allow humans to read
this data unless we have your affirmative agreement for specific messages,
doing so is necessary for security purposes such as investigating abuse, to
comply with applicable law, or for the App's internal operations and even
then only when the data have been aggregated and anonymized. Your
ChoicesYou may, of course, decline to share certain information with us, in
which case we may not be able to provide to you some of the features and
functionality of the Services.Once you have registered for a DashFox
account, you may update or correct your profile information and preferences
at any time by accessing your account settings through the Site.
If
you do not wish to receive email offers or newsletters from us, you can
opt-out of receiving email information from us (except for emails related to
the completion of your registration, correction of user data, change of
password, and other similar communications essential to your transactions
through the Services) by using the unsubscribe process at the bottom of the
email. Although your changes are reflected promptly in active user
databases, we may retain all information you submit for a variety of
purposes, including backups and archiving, prevention of fraud and abuse,
and analytics.You have the option to refuse any free consultations or offers
for services provided after you submit a request to a third party through
the Services.Our Commitment to Children’s PrivacyProtecting the privacy of
young children is especially important. For that reason, we do not allow
children under 13 years of age to use the Services, we do not knowingly
collect or maintain information from persons under 13 years of age, and no
part of the Services are directed to persons under 13 years of age. If you
are under 13 years of age, then please do not use or access the Services at
any time or in any manner. If we learn that information has been collected
through the Services from persons under 13 years of age and without
verifiable parental consent, then we will take the appropriate steps to
delete this information. If you are a parent or guardian and discover that
your child under 13 years of age has obtained a DashFox account or provided
us with information, please alert us at hello@dashfox.com to request that we
delete the information from our systems.
Our Commitment to Data SecurityWe use certain physical, managerial, and technical safeguards
that are designed to protect the integrity and security of your information.
We cannot, however, ensure or warrant the security of any information you
transmit to us through the Services or store on the Site and you do so at
your own risk. We also cannot guarantee that such information may not be
accessed, disclosed, altered, or destroyed by breach of any of our physical,
technical, or managerial safeguards.
Although we may allow
you to adjust your privacy settings to limit access to your information, no
security measures are perfect or impenetrable. We cannot control the actions
of other users or other third parties with whom you may choose to share your
information. Therefore, we cannot and do not guarantee that information you
post through the Services and on the Site will not be viewed by unauthorized
persons. We are not responsible for circumvention of any privacy settings or
security measures contained on the Site. Even after removal, copies of
information that you have posted may remain viewable in cached and archived
pages or if other users have copied or stored such information.
International VisitorsThe Service is hosted in the United States and is intended
solely for visitors located within the United States. You agree that if you
choose to use the Services from outside the United States, you will be
transferring your information outside of those regions to the United States
for storage and processing.In the Event of Merger or SaleDashFox reserves
the right to transfer or assign the information that we have collected from
users in connection with a corporate transaction, such as a divestiture,
merger, consolidation, or asset sale, or in the unlikely event of
bankruptcy.
Changes and Updates to this Privacy PolicyWe reserve the right to make changes to this Privacy Policy at
any time. We will notify you about material changes in the way we treat your
information, including by placing a prominent notice on the Site or by
sending you an email so that you can choose whether to continue using the
Services. Material modifications are effective 30 calendar days after our
initial notification or upon your acceptance of the modified Terms.
Immaterial modifications are effective upon posting of the updated Privacy
Policy or Terms of Service on the Site. Please revisit this page
periodically to stay aware of any changes to this Privacy Policy. For the
avoidance of doubt, disputes arising hereunder will be resolved in
accordance with the Privacy Policy in effect at the time the dispute
arose.
Do Not Track DisclosuresThird
parties such as advertising networks, analytics providers, and widget
providers may collect information about your online activities over time and
across different websites when you access or use our Services.Currently,
various browsers offer a “Do Not Track” option, but there is no standard for
how DNT should work on commercial websites. Due to lack of such standards,
the Site does not respond to Do Not Track consumer browser settings.
Our Contact InformationPlease contact us with any questions or comments about this
Privacy Policy, your personally identifiable information, our use and
disclosure practices, or your consent choices by e-mail at hello@dashfox.com
