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Privacy Policy

As an investor with Optimize Inc., you have entrusted to our care your personal and financial data. We recognize that your relationship with us is based on trust, and that you expect us to act responsibly and in your best interests. Because your personal and financial data are your private information, we hold ourselves to the highest standards in their safekeeping and use. We use your information primarily to fulfill regulatory requirements, aid in managing your investments, and to make you aware of other financial products, investments, and services that we are aware of which can be of benefit to you.

In addition to personal information you provide to us, we may receive information about you that you authorize third parties to provide to us. We also may obtain personal information from third parties in order to verify your identity, to prevent fraud, or to help us identify investments, funds, products and services that may benefit you. Personal information collected from any source may include, among other things, your name and address, Social Insurance Number, taxpayer identification number, date of birth, assets, income, account balances, investment activity, and accounts at other institutions. If you post any information on our website or through our website, you should be aware that any information you submit there can be read, collected, or used by other users and could be used to send you unsolicited messages. We are not responsible for the personal information you choose to submit in these forums.

Our company uses and discloses your personal information to deliver to you any administrative notices and communications relevant to you, for market research, project planning, troubleshooting problems, detecting and protecting against error, fraud or other criminal activity; to enforce our website’s Terms of Use; and as otherwise set forth in this privacy policy. In certain instances, we may contract with affiliated and non-affiliated companies. Where necessary, we will disclose information we have about you to these third parties. And we require these third parties to treat your private information with the same high degree of confidentiality that we do. Finally, we will release information about you if you direct us to do so, if we are compelled by law to do so, or in other legally limited circumstances (for example, to prevent fraud or other illegal activities).

Within our company, we restrict access to information about you to those employees who need to know the information in order to perform their jobs, such as managing your investments, servicing your account or notifying you of available products and services. To protect your personal information, we maintain physical, electronic, and procedural safeguards in keeping with industry standards and practices, and we review and adjust these safeguards regularly in response to advances in technology. For your protection, we strongly recommend that you do not provide your personal information or passwords to anyone. We also recommend that you change your passwords periodically. If you believe that any of your personal information has been stolen or been made known to others, you must contact us immediately, but in any event you should change your password immediately. We are not responsible if someone else accesses your personal information through information they have obtained from you or through a violation by you of this privacy policy or our Terms of Use. As required by federal law, we will notify you of our privacy policy annually which we will do on our website. We reserve the right to modify this policy at any time, and if we do change our policy, we will update it on the website promptly. If you have questions or concerns you may contact us through