FideliTrade Incorporated is committed to safeguarding company and/or personal information provided to us.  This Privacy Policy describes how we and our affiliates handle and protect information we collect about companies and individuals who apply for or receive our services.  The provisions of this notice apply to former customers as well as our current customers.

Why and How We Collect Information

When you apply for or maintain an account with FideliTrade, we collect information strictly for business purposes, such as evaluating your needs, processing your requests and transactions, ensuring you receive information about your account and/or our services, informing you about our goods or services that may be of interest to you, providing customer service, improving the quality of our services and complying with applicable laws and regulations.  The information we collect about you includes:

  • Information you provide to us on applications and other forms;
  • Information about your transactions with us and with our affiliates;
  • Information related to your account(s) we receive from other individuals or entities not affiliated with FideliTrade; and
  • Information you provide to us to verify your identity.

How We Protect Information

We limit access to your information to our employees on a “need to know” basis in order to conduct our business, service your account, and help you accomplish your objectives.  Our employees are required to maintain and protect the confidentiality of your information and must follow established procedures and a code of ethics to do so.  Departure from these procedures may subject an employee to discipline, including and up to termination of employment. We maintain physical, electronic and procedural safeguards to protect your information.  We do not rent or sell your name or information to anyone.

Sharing Information With Our Affiliates

We may share information described above with our affiliates for business purposes, such as to perform our services for us or on our behalf, and as permitted by applicable law.

Disclosure to Non-Affiliated Third Parties

In order to support the services that we provide to you, certain vendors, such as third-party data security providers, may have access to your information, but only to the extent necessary to accomplish their objectives. These non-affiliated third parties acting on our behalf are required to keep your information confidential. We may also disclose information with non-affiliated companies and regulatory authorities as permitted or required by applicable law. For example, we may disclose information to cooperate with regulatory authorities and law enforcement agencies to comply with subpoenas, warrants, court orders or other official requests, and as necessary to protect our rights or property. We may disclose and/or transfer information to a purchaser or a prospective purchaser relating to a merger, acquisition, or sale of our business (including liquidation or dissolution proceedings).

Accessing and Revisiting Your Information

We endeavor to keep our customer files complete and accurate.  We will give you reasonable access to the information we have about you.  Most of this information is contained in account statements that you receive from us and applications that you submit to obtain our services.  We encourage you to review this information and notify us if you believe any information should be corrected or updated.

Our website is not intended for children under 13 years of age. We do not knowingly solicit information online from, or market online to, children under 13 years of age.

Contact Us

If you have a question or concern about your information or this privacy notice, or general compliance with state or federal law (including the California Consumer Protection Act), please contact FideliTrade via telephone at: (302) 762-6200 or via email at: info@fidelitrade.com.

This Privacy Policy may change from time to time. Please take the time to visit the FideliTrade.com web site on a periodic basis to view the current Privacy Policy.

FideliTrade® is a registered trademark of FideliTrade Incorporated.

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