Your privacy and data security are our top priorities
Last Updated: September 21, 2025
At Fortemax Invest, we are committed to protecting your privacy and maintaining the security of your personal and financial information. This Privacy Policy explains how we collect, use, share, and protect your information when you use our automated investing platform.
We collect personal information that you provide to us when you:
• Create an account (name, email address, phone number, date of birth)
• Complete identity verification (government ID, address verification)
• Connect your brokerage accounts (account credentials, OAuth tokens)
• Use our Platform (investment preferences, risk tolerance, goals)
• Contact customer support (communication records, feedback)
To provide our investment services, we collect:
• Brokerage account information and holdings
• Investment transactions and trading history
• Portfolio performance and analytics data
• Banking information for account funding
• Tax information for reporting purposes
We automatically collect technical information including:
• IP address, browser type, and device information
• Platform usage patterns and feature interactions
• Log files and error reports
• Cookies and similar tracking technologies
• API usage and integration data
| Purpose | Data Used | Legal Basis |
|---|---|---|
| Provide investment services | Account info, financial data, preferences | Contract performance |
| Identity verification (KYC/AML) | Personal info, government ID | Legal compliance |
| Portfolio management | Holdings, transactions, preferences | Contract performance |
| Customer support | Contact info, account data | Legitimate interest |
| Platform improvement | Usage data, analytics | Legitimate interest |
| Marketing communications | Contact info, preferences | Consent |
We share information with trusted service providers who help us operate our Platform:
• Alpaca Markets: Brokerage services and trade execution
• Cloud providers: Data hosting and infrastructure
• Analytics services: Platform performance and usage analysis
• Identity verification: KYC/AML compliance services
• Communication services: Email and notification delivery
We may disclose your information when required by law or to:
• Comply with legal processes, subpoenas, or court orders
• Respond to regulatory inquiries or investigations
• Protect our rights, property, or safety
• Prevent fraud or illegal activities
• Meet anti-money laundering (AML) requirements
In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity as part of the transaction.
We implement comprehensive security measures to protect your information:
• Encryption: Data encrypted in transit and at rest using industry-standard protocols
• Access controls: Role-based access and multi-factor authentication
• Regular audits: Security assessments and penetration testing
• OAuth integration: Secure token-based broker connectivity
• Monitoring: 24/7 security monitoring and incident response
We use cookies and similar technologies to:
• Maintain your login session and platform preferences
• Analyze Platform usage and performance
• Provide personalized content and recommendations
• Ensure Platform security and prevent fraud
You can control cookie settings through your browser, but disabling certain cookies may affect Platform functionality.
We retain your information for as long as necessary to:
• Provide our services and maintain your account
• Comply with legal and regulatory requirements
• Resolve disputes and enforce our agreements
• Maintain records for tax and audit purposes
Financial records may be retained for up to 7 years as required by applicable regulations.
Depending on your location, you may have the following rights:
• Access: Request a copy of your personal information
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your personal information (subject to legal requirements)
• Portability: Request your data in a machine-readable format
• Objection: Object to certain processing activities
• Withdraw consent: Withdraw consent for marketing communications
California residents have additional rights under the California Consumer Privacy Act:
• Right to know what personal information is collected and how it's used
• Right to delete personal information (subject to exceptions)
• Right to opt-out of sale of personal information (we do not sell personal information)
• Right to non-discrimination for exercising privacy rights
If you are located outside the United States, your information may be transferred to and processed in the United States where our servers are located. We ensure appropriate safeguards are in place for international transfers.
Our Platform is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If we become aware that we have collected such information, we will promptly delete it.
We may update this Privacy Policy from time to time. We will notify you of material changes by:
• Posting the updated policy on our Platform
• Sending email notifications to registered users
• Displaying prominent notices on the Platform
If you have questions about this Privacy Policy or our data practices, please contact us:
Fortemax Technologies LLC
Email: privacy@fortemax.com
Phone: 1-800-FORTEMAX
Address: [Your Company Address]
Data Protection Officer:
Email: dpo@fortemax.com
We are committed to maintaining your trust by protecting your privacy and being transparent about our data practices. If you have any concerns about how we handle your information, please don't hesitate to contact us.