Privacy Policy

Effective Date: May 8th, 2025

Master Trade Tools, Inc., a Kansas corporation ("we", "us", or "our"), doing business occasionally and/or running products referred to as "StocksBot" and "StocksBot.net", is committed to protecting your privacy and handling your data in accordance with applicable laws, including the California Consumer Privacy Act (CCPA) and financial regulatory requirements set by the U.S. Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

This Privacy Policy explains how we collect, use, and share your information through our websites, platforms, and services (collectively, the “Services”). By using the Services, you consent to this Privacy Policy and agree to our Binding Arbitration and Dispute Resolution Agreement, referenced in our Terms of Service.

1. Information We Collect

• Personally Identifiable Information (PII)
  • Full name, date of birth, government ID (as required for KYC)
  • Email address, phone number, mailing address
  • Employment status and investment suitability information
• Financial and Investment Data
  • Portfolio details, asset allocations, risk tolerance
  • Trading history and account activity
  • Identity verification data for SEC/FINRA KYC/AML compliance
• Device and Usage Data
  • IP address, device identifiers, operating system, and browser type
  • Log files, clickstream data, cookies, and usage analytics

2. Use of Your Information

• Comply with SEC and FINRA regulations related to KYC, AML, and investor suitability
• Provide personalized investment advisory and portfolio services
• Verify your identity and eligibility under regulatory requirements
• Send marketing, service, and transactional communications
• Analyze usage patterns to improve functionality and user experience

3. How We Share Your Information

• Fulfill legal obligations under federal and state securities laws
• Cooperate with lawful requests from the SEC, FINRA, and other regulators
• Operate with service providers who assist with cloud hosting, analytics, marketing, and communications—bound by confidentiality and data protection obligations
• We do not sell your personal financial data. We may share email addresses and marketing preferences with trusted vendors for analytics and promotional purposes. You may opt out at any time.

4. CCPA Disclosures (For California Residents)

Under the California Consumer Privacy Act, California residents have the right to:

• Know what personal information we collect and how it's used
• Request access to or deletion of personal data (subject to SEC recordkeeping rules)
• Opt out of the sale of personal information (we do not sell PII)
• Not be discriminated against for exercising your CCPA rights

You may submit CCPA-related requests by emailing: stocksbot@mastertradetools.com with “CCPA” in the email title.

5. Data Retention

We retain personal and financial data in accordance with SEC Rule 17a-4 and other applicable recordkeeping laws, including retention requirements for up to 6 years for regulated communications and transactional records.

6. Security Measures

We implement commercially reasonable security practices to protect your data from unauthorized access, disclosure, or destruction, including encryption and access controls.

7. Arbitration and Dispute Resolution

By using our Services, you agree to resolve any disputes through binding arbitration as detailed in our Terms of Service. This includes waiving your right to a jury trial or class action unless otherwise prohibited by law.

8. Children’s Privacy

Our Services are not directed to children under 18. We do not knowingly collect or process data from minors.

9. Changes to This Policy

We reserve the right to revise this Privacy Policy at any time. Material changes will be communicated through our platform or by email.

10. Severability

If any provision of this Privacy Policy is found unlawful, void, or unenforceable under applicable law, that provision shall be deemed severable from the rest and shall not affect the validity or enforceability of the remaining provisions.

11. Contact Us