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Privacy Policy

Your privacy is fundamental to how we operate. This policy explains what data we collect, why we collect it, and the controls you have over your information.

Effective date: December 1, 2024 · Version 3.2

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Information We Collect

We collect information you provide directly and information generated by your use of Nexus AI services.

Account DataName, email, phone number, government-issued ID for KYC/AML compliance, Social Security Number (U.S. residents), date of birth.
Financial DataBank account details, brokerage account information, transaction history, portfolio holdings, trading activity.
Usage DataIP address, device identifiers, browser type, pages visited, features used, time spent, clickstream data.
AI Interaction DataQueries submitted to Nexus Copilot, agent run history, signal preferences, feedback on AI recommendations.
CommunicationsSupport tickets, emails, chat messages with our team.
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How We Use Information

We use your information to provide, improve, and personalize Nexus AI services.

  • check_circleExecute transactions and maintain your brokerage account
  • check_circleGenerate personalized AI investment signals calibrated to your risk profile
  • check_circleTrain and improve our AI models (using anonymized, aggregated data only)
  • check_circleSend account alerts, research reports, and transaction confirmations
  • check_circleComply with legal obligations including KYC, AML, and tax reporting
  • check_circleDetect and prevent fraud, unauthorized access, and market manipulation
  • check_circleConduct market research and analytics to improve the platform
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Information Sharing

We do not sell your personal information. We share data only as described below.

Service Providers

Cloud hosting, payment processors, KYC verification services, and customer support tools. All bound by strict data processing agreements.

Regulators

FINRA, SEC, IRS, and other regulators as required by law. We comply with all lawful subpoenas and regulatory inquiries.

Clearing Firms

Our clearing broker receives trade data necessary to settle your transactions.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your data may be transferred with appropriate notice.

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Data Security

We implement institutional-grade security controls to protect your data.

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AES-256 Encryption

At rest and in transit

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Multi-Factor Auth

Required for all accounts

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Zero-Knowledge

Staff cannot read your data

We conduct annual third-party penetration tests and maintain SOC 2 Type II certification. In the event of a data breach affecting your personal information, we will notify you within 72 hours as required by applicable law.

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Cookies & Tracking

We use cookies and similar technologies to operate and improve Nexus AI.

EssentialRequired

Required for authentication, security, and core platform functionality. Cannot be disabled.

AnalyticsOptional

Help us understand how users navigate the platform so we can improve the experience.

PreferencesOptional

Remember your settings, layout preferences, and watchlist configurations.

MarketingOptional

Used to deliver relevant advertising on third-party platforms. Opt-out available.

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Data Retention

We retain your data for as long as necessary to provide services and meet legal obligations.

Account Records7 years after account closure (FINRA Rule 4511)
Trade Confirmations6 years (SEC Rule 17a-4)
Usage & Analytics24 months, then aggregated and anonymized
Support Conversations3 years from last interaction
Marketing DataUntil you opt out, then deleted within 30 days
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Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal data.

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Access

Request a copy of all personal data we hold about you.

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Correction

Update inaccurate or incomplete information.

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Deletion

Request deletion, subject to regulatory retention requirements.

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Portability

Export your data in a machine-readable format.

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Objection

Object to processing for marketing or profiling purposes.

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Restriction

Restrict processing while a dispute is being resolved.

To exercise any of these rights, submit a request to privacy@nexus-ai.com. We will respond within 30 days.

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California Privacy Rights (CCPA)

California residents have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).

  • chevron_rightRight to Know: You may request disclosure of categories and specific pieces of personal information we have collected about you in the past 12 months.
  • chevron_rightDo Not Sell or Share: We do not sell or share personal information with third parties for cross-context behavioral advertising. You may still submit an opt-out request via our privacy preference center.
  • chevron_rightNon-Discrimination: We will not discriminate against you for exercising your CCPA rights.
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Privacy Officer Contact

For privacy-related inquiries, contact our Data Protection Officer:
Email: privacy@nexus-ai.com
Mail: Nexus AI Privacy Office, 1 Market St, Suite 3600, San Francisco, CA 94105