Privacy at Acceptus
Trust
Earning your trust drives us every day. We've designed our privacy policy to explain how we manage your personal information.
Security
We regularly review and update our security measures and provide options to help further safeguard your information.
Choice
We realize that everyone is different. That's why we give you options when it comes to your privacy preferences.
Discover Our Privacy Resources – Your Security, Your Control
At Acceptus Capital Corp., your privacy and security are our top priorities. We’re committed to keeping your personal information safe while providing you with the transparency you deserve.
Understanding Our Privacy Practices
If you’re a client of our retail brokerage or mutual fund services, we encourage you to review our privacy resources:
- Privacy Policy – Learn how we collect, use, and protect your personal data. Our policy also includes important details for California residents under the California Consumer Privacy Act (CCPA).
- Privacy Notice – Designed for individuals seeking, applying for, or using our financial products and services, this notice outlines your rights and our obligations under federal law.
Please note that if you have relationships with other Acceptus Capital Corp. businesses, their specific privacy policies may apply. Additionally, some of our specialized products and services may have unique privacy guidelines.
Your Security Matters
We go the extra mile to safeguard your information with advanced security measures, including:
- Strong encryption & firewalls
- 24/7 system monitoring
- Multi-factor authentication for secure access
- Money transfer lockdown & security alerts
- Voice biometrics for enhanced identity verification
Your trust is invaluable to us, and we’re dedicated to keeping your data and assets secure.
Acceptus Investments and Acceptus Funds privacy policy
Our Commitment to Your Privacy
At Acceptus Capital Corp., we understand that your personal information is more than just data—it’s your trust in us. Protecting that trust is our top priority.
This Privacy Policy outlines how we collect, use, and safeguard the personal information of our current and prospective clients. “Acceptus” refers to Acceptus Brokerage Services LLC and our affiliated companies offering financial products and services through our website and mobile applications.
We may provide additional privacy policies tailored to specific products, services, or digital offerings you choose to use. Certain services on our digital platforms may also have supplemental policies specific to those offerings.
For the purposes of this policy, “personal information” refers to any data collected or maintained for business purposes that can identify an individual. Information that is anonymized, de-identified, or aggregated does not fall under this definition and is not subject to this policy.
The details of this policy may vary depending on your relationship with us—whether you work with an investment professional, invest with us directly, or access our services through your employer or plan sponsor.
We review and update this policy annually to ensure it remains aligned with regulatory requirements and best practices. Your privacy matters, and we remain committed to protecting it every step of the way.
Your Digital Privacy Matters to Us
At Acceptus Investments, we prioritize your privacy and security when you interact with us through our websites, online platforms, mobile apps, or electronic communications. We are committed to handling your personal information with the utmost care, following industry best practices and stringent safeguards.
How We Use Your Information
When you visit or engage with our digital platforms, we (or our trusted service providers) may automatically collect certain technical details—such as your device type, browser, IP address, and browsing patterns. This helps us:
- Ensure a secure and seamless user experience
- Enhance site functionality and navigation
- Personalize your interactions with our digital services
Cookies & Smart Technologies
To improve your experience, we use cookies and similar technologies that help us:
- Remember your preferences and optimize performance
- Secure your sessions and protect your data
- Provide relevant content tailored to your needs
While most browsers and mobile devices allow you to manage cookie settings, disabling them may limit your access to some features of our digital services.
We also leverage trusted analytics tools like Google Analytics to better understand user trends and enhance our offerings.
At Acceptus Investments, your trust is our priority. We are dedicated to keeping your online experience secure, seamless, and personalized.
Would you like to discuss how we protect your digital privacy in more detail? Feel free to reach out!
Acceptus Capital Corporation , All Rights Reserved
Brokerage and investment advisory products and services, are offered through Acceptus Capital Corp, a member of FINRA and SIPC. Insurance products are made available through, ACC General Agency, a licensed insurance agency. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.
The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Prior to making any investment or financial decision, an investor should seek advice from a financial, legal, tax and other professional that consider all of the particular facts and circumstances of an investor’s situation. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.
Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.
Securities offered through Acceptus Capital Corporation, a registered Broker/Dealer. Member: FINRA/SIPC | Investment advisory services offered through Acceptus Capital Corporation, an SEC Registered Investment Advisor.