Privacy Policy
Last updated: December 2023

Our Commitment to Privacy

Green Pier Fintech recognizes the importance of maintaining the privacy of your personal information.

This Privacy Policy explains how we collect, use and disclose personal information and other information about you in connection with your use of The Greens (this “Website”) and any The Greens® branded application, product or service (collectively, “Services”) that may be available to you on this Website. This Website and the Services are intended for use only by persons located in the United States.

As used in this Privacy Policy, Personal Information means information about an individual that is collected or maintained for business purposes and by which the individual can be identified. Please note that information by which an individual cannot be identified (e.g., anonymous, de-identified, or aggregate information) is not considered personal information and therefore is not subject to this policy.

This Privacy Policy applies only to this Website and the Services. If you use other websites and/or other products or services offered by us or any other Fidelity company, please review the applicable privacy policy (or policies) associated with those websites, products, and services.

Please note that certain details of this policy may depend on whether you deal with us as an individual, as a representative of an investment advisory firm or broker dealer, or as a customer of an investment advisory firm or broker dealer.


How and why we obtain and use personal information

We may collect personal information and other information when you use this Website or any of the Services, and when you interact with us or our service providers regarding this Website or any of the Services. We or our service providers may collect certain information from You through any of the following sources, and the information we or they receive from a particular source may be linked or combined with information from other sources. Some examples include:

  • inquiry and/or account opening forms;

  • automatically, via technologies such as cookies, when you interact with our Website;

  • if You sign up for or participate in a program or event that we make available;

  • if you request information from us or about our products and services or otherwise communicate with us;

  • participate in our surveys, questionnaires, research or evaluations; or

  • otherwise interact with us.

We also may obtain personal information about You from other sources. For example, we may obtain personal information about You from the following sources:

  • Your Firm;

  • our corporate affiliates;

  • publicly available sources ;

  • other third-party sources (for example, social networks, data brokers, etc.);

  • third parties that perform services for us or on our behalf; or

  • other sources with Your consent.

The types of Personal Information we obtain

The personal information we obtain may include:

  • contact information (such as name, title, email address(es), telephone number(s), postal or other physical address(es)) for You or for others (e.g., principals in your business or billing contacts);

  • IP address and location data (such as data derived from your IP address, country and zip code);

  • clickstream data and other information about your online activities on our Website (such as information about your devices, browsing actions and usage patterns while on our Website) that we obtain through the use of cookies, web beacons and similar technologies as further described in the section below entitled of “Cookies and Similar Technologies”);

  • information related to Your visit of our offices and facilities or Your attendance at our programs or events;

  • information that we obtain from publicly available sources (such as social media channels);

  • information necessary to provide training and support in connection with Your access and use of our Website and/or Services;

  • information contained in content You submit to us (such as through a “Contact Us” feature); and

  • other information we obtain through our Business Offerings.

We may use the information we or our service providers collect:

  • to allow you to use this Website and the Services, and to facilitate and personalize your interactions and experiences with us;

  • to respond to inquiries from you and fulfill requests from you;

  • to conduct advertising, marketing and sales activities to You or Your Firm (including sending You or Your Firm promotional materials);

  • to provide and improve this Website and the Services, and develop, offer, and deliver other products and services;

  • for our internal business purposes, such as reporting, planning and analytical purposes, and training and quality control purposes;

  • to detect and prevent fraudulent, malicious, or illegal activity, for risk control and mitigation purposes, and to fulfill legal, judicial, contractual, and regulatory requirements; and

  • in connection with corporate business transactions, such as a merger, joint venture, corporate reorganization, or sale of a business.

  • to service, maintain, and protect your user account associated with this Website or any of the Services, including verifying your identity;

How we protect information about you

We employ physical, administrative, and technical measures designed to protect personal information, and we regularly adapt these controls to respond to changing requirements and advances in technology.

How long we hold your information

We will retain your personal information in accordance with our data retention obligations, policies, and any applicable legal or regulatory obligations or for the period of time permitted by local laws.

How we share information about you

We may share certain information, including your personal information, with the following entities:

  • Other Fidelity companies, in connection with the provision of the Website and the Services, for the purposes described above, or in an aggregated form (such that you cannot be uniquely identified), that are providing services to us, such as administrative, business and data processing services;

  • Unaffiliated service providers and other third parties with which we have a business relationship, for example aggregated data (that would not uniquely identify you), for conducting research or performing academic or similar activities;

  • Government agencies, other regulatory bodies, and law enforcement;

  • Other third parties, as directed by you; and

  • Other organizations as permitted or required by law (e.g., for fraud prevention or to respond to a subpoena).

Our unaffiliated service providers and other unaffiliated entities that are performing services for us are obligated to keep the information we share with them confidential and use it only to provide the services specified by us. In addition, if you choose to use or indicate your interest in using a product or service that is offered by a third party and made available through The Greens®, we may share personal information with that third party in connection with your use or interest of that product or service.

We may also transfer any and all information that we collect about you to third parties in the event of any merger, sale, joint venture, assignment, transfer or other disposition of all or any portion of our assets or stock (including without limitation in connection with any bankruptcy or similar proceedings).

Privacy Online

Privacy, security, and service in our online operations are just as critical as in the rest of our business. We use firewall barriers, encryption techniques and authentication procedures, among other controls, to maintain security and protect our applications from unauthorized access.

When you visit our Website or use our Services, we may collect technical and navigational information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on the Website. We use this information for a variety of purposes, such as maintaining the security of your online session, facilitating site navigation, improving our website design and functionality, and to personalize your experience. Additionally, the following policies and practices apply when you are online.

Cookies and similar technologies

Fidelity and our third-party service providers may use cookies and similar technologies (“cookies”) to support the operation of and maintain our digital offerings. By using or logging into the Website you consent to the use of cookies. Cookies are small amounts of data that a website or online service exchanges with a web browser or application on a visitor’s device (e.g., computer, tablet, or mobile phone). Cookies help us to collect information about users of our digital offerings, including date and time of visits, pages viewed, amount of time spent using our digital offerings, or general information about the device used to access our digital offerings. Fidelity cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

Both Fidelity and third-party service providers we hire may use cookies and other technologies, such as web beacons, pixel tags, or mobile device ID, in online advertising as described below. Most browsers and mobile devices offer their own settings to manage cookies. If you use those settings to refuse or delete cookies it may negatively impact your experience using our digital offerings, as some features and services on our digital offerings may not work properly. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device, or your online preferences. Depending on your device and operating system, you may not be able to delete or block all cookies.

We may collect analytics data or use third-party analytics tools such as Google Analytics to help us measure traffic and usage trends for our digital offerings and to understand more about the demographics of our users. You can learn more about Google’s practices with Google Analytics by visiting Google’s privacy policy. You can also view Google’s currently available opt-out options. 

Third Party websites, online service, and content

 Our Website may contain links to third party websites and online services and may include embedded content that is hosted by third parties. This privacy policy does not address the privacy, security, cookie policy and settings, or other practices of the third parties that provide such websites, online services, or content, and we are not responsible for the privacy practices or the content of these other websites, online services, or content providers. If you use a link to another website or online service or view third party content (e.g., an embedded video), please consult the privacy policy for that website/or online service for additional information on their privacy practices and advertising opt-out instructions.

Protecting children’s privacy online

Our website(s) or applications are not directed to individuals under the age of thirteen (13). We do not intentionally collect information from those we know are under 13, and we request that these individuals do not provide us with any information.

Updates to this Privacy Policy

We may change this Privacy Policy at any time, and without notice to you, by posting an updated Privacy Policy on this Website or otherwise providing you with a copy of the updated Privacy Policy. When we make changes to this Privacy Policy, we will change the “Last Updated” date specified at the beginning of this Privacy Policy. All changes shall be effective from the date the updated Privacy Policy is published, unless otherwise specifically stated in the updated Privacy Policy. We encourage you to review this Privacy Policy on a regular basis so that you will be aware of any changes to it.

Additional information

If you have questions or concerns about this Privacy Policy, please contact us at: info@greenpier.com

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