AurumFlow Back to homeAurumFlow Privacy Policy
Effective Date: 06/03/2026
AurumFlow values transparency and privacy. This Privacy Policy explains how AurumFlow collects, uses, stores, shares, and protects information when users access the platform, website, mobile applications, and related services.
1. Scope of This Policy
This Privacy Policy applies to all users of AurumFlow products and services.
2. Information We Collect
We may collect account registration information, contact information, portfolio information, device information, usage data, support communications, and transaction-related metadata.
3. Brokerage Account Data
When users connect investment accounts, AurumFlow may obtain holdings, balances, positions, account identifiers, transaction history, and related portfolio information.
4. SnapTrade and Third-Party Integrations
AurumFlow may utilize SnapTrade and other providers to facilitate brokerage connectivity and account aggregation. Users authorize the retrieval and processing of data necessary to provide platform functionality.
5. How We Use Information
Information may be used to provide services, calculate portfolio metrics, generate Portfolio Health Scores, improve platform functionality, provide customer support, maintain security, and comply with legal obligations.
6. Portfolio Health Score Data Processing
Portfolio information may be analyzed through proprietary methodologies to generate educational metrics and insights.
7. No Sale of Personal Information
AurumFlow does not sell personal information to third parties.
8. Information Sharing
Information may be shared with service providers, infrastructure providers, analytics providers, payment processors, legal authorities when required, and business successors in corporate transactions.
9. Data Security
AurumFlow uses commercially reasonable safeguards designed to protect user information against unauthorized access, alteration, disclosure, or destruction.
10. Data Retention
Information may be retained as necessary to provide services, satisfy legal obligations, resolve disputes, and enforce agreements.
11. Cookies and Tracking Technologies
AurumFlow may use cookies, pixels, local storage, analytics tools, and similar technologies to improve functionality and understand platform usage.
12. Analytics Providers
Third-party analytics providers may collect information regarding usage patterns, device characteristics, and interactions with the platform.
13. Communications
AurumFlow may send transactional, service-related, security, legal, and marketing communications in accordance with applicable law.
14. User Rights
Depending on jurisdiction, users may have rights to access, correct, delete, restrict, or export personal information.
15. California Privacy Rights
California residents may have additional rights under applicable privacy laws, including rights relating to access and deletion requests.
16. International Users
Information may be processed and stored in jurisdictions different from the user's jurisdiction of residence.
17. Children's Privacy
AurumFlow is not intended for individuals under the age of 18.
18. Security Incidents
AurumFlow maintains procedures designed to investigate and respond to suspected security incidents.
19. Third-Party Websites
Links to third-party websites are provided for convenience. AurumFlow is not responsible for third-party privacy practices.
20. Changes to this Privacy Policy
AurumFlow may update this Privacy Policy periodically. Continued use of the platform constitutes acceptance of revisions.
21. Important Investment Disclaimer
AurumFlow is not a registered investment adviser, broker-dealer, financial planner, fiduciary, attorney, accountant, or tax adviser. Information, analytics, Portfolio Health Scores, reports, and insights are educational and informational only.
22. No Recommendations or Advice
AurumFlow does not provide financial advice or investment recommendations and does not recommend buying, selling, holding, or allocating any investment product.
23. No Guaranteed Returns
AurumFlow does not guarantee investment performance, returns, profitability, portfolio growth, risk reduction, or achievement of financial goals.
24. Contact Information
Questions regarding this Privacy Policy may be directed through official AurumFlow support channels.
Questions? Contact us.