Privacy Policy

Your privacy is important to us. This policy explains how RIA Pro Support collects, uses, and protects your information.

Last Updated: January 27, 2025

Information We Collect

Personal Information

We collect information you provide directly to us, including:

  • Name, email address, and phone number
  • Company information and job title
  • Contact preferences and communication history

Client Data

When providing services, we may process client data on your behalf, including:

  • Investment account information
  • Financial planning documents
  • Regulatory compliance records

Usage Information

We automatically collect information about how you use our website and services:

  • IP address and device information
  • Browser type and operating system
  • Pages visited and time spent on our site

How We Use Your Information

We use the information we collect to:

  • Provide and maintain our virtual assistant services
  • Communicate with you about our services and updates
  • Process transactions and manage client relationships
  • Ensure regulatory compliance and security
  • Improve our services and develop new features
  • Respond to legal requests and prevent fraud

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share information only in the following circumstances:

Service Providers

We may share information with trusted third-party service providers who assist in our operations, subject to confidentiality agreements.

Legal Requirements

We may disclose information when required by law, regulation, or legal process, or to protect our rights and safety.

Business Transfers

Information may be transferred in connection with a merger, acquisition, or sale of assets, with appropriate safeguards.

Data Security

We implement appropriate technical and organizational measures to protect your information:

  • Encryption of data in transit and at rest
  • Regular security assessments and updates
  • Access controls and employee training
  • SOC 2 Type II compliance standards
  • Secure backup and disaster recovery procedures

While we strive to protect your information, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security.

Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request copies of your personal information
  • Correction: Request correction of inaccurate information
  • Deletion: Request deletion of your personal information
  • Portability: Request transfer of your data to another service
  • Objection: Object to processing of your personal information
  • Restriction: Request restriction of processing

To exercise these rights, please contact us at privacy@riaprosupport.com.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience:

Essential Cookies

Required for the website to function properly and cannot be disabled.

Analytics Cookies

Help us understand how visitors interact with our website to improve our services.

Marketing Cookies

Used to deliver relevant advertisements and track campaign effectiveness.

You can control cookie preferences through your browser settings.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Phone

858-367-3673

Mail

RIA Pro Support
9245 Twin Trails Drive Unit 720243
San Diego, CA 92129

Response Time

We will respond to privacy inquiries within 30 days.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make material changes:

  • We will post the updated policy on this page
  • We will update the "Last Updated" date
  • We may notify you via email or website notice
  • Continued use of our services constitutes acceptance of changes

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.