Privacy Policy

FIXnotes, LLC (the "Company") values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you access FIXnotes.com (the "Website"), including our marketplace, educational platform, booking system, and related services.

1. Information We Collect

1.1 Information You Provide

When you interact with the Website, we may collect:

• Account registration: Name, email address, and password
• Booking system: Name, email, phone number, investing goals, challenges, and scheduling preferences when you use our Book a Call feature
• Contact forms: Any information you submit through forms on the Website
• Offer submissions: Information provided when submitting offers on assets

1.2 Information Collected Automatically

When you visit the Website, we automatically collect:

• IP address, browser type, operating system, and device information
• Pages viewed, time spent, referring URLs, and navigation patterns
• Information collected through cookies and similar technologies (see Section 4)

2. How We Use Your Information

We use your information to:

• Provide, maintain, and improve the Website and its Features
• Process bookings and facilitate consulting sessions
• Respond to inquiries and provide customer support
• Send updates, newsletters, and information about our services
• Personalize your experience on the Website
• Analyze usage trends and improve Website performance
• Comply with legal obligations

3. Third-Party Services & Data Sharing

3.1 GoHighLevel (CRM)

When you use our Book a Call feature, your contact information (name, email, phone) and form responses are transmitted to GoHighLevel, our customer relationship management platform, for scheduling, follow-up, and communication purposes. This data is tagged with the source "FIXnotes.com Booking Wizard" and the type of call requested.

3.2 Analytics

We use Vercel Analytics to understand how visitors interact with the Website. Vercel Analytics is a privacy-friendly, cookie-free analytics service that collects anonymized page view and visitor data. No personally identifiable information is stored by Vercel Analytics. For more information, see Vercel's analytics privacy policy.

3.3 Payment Processors

Payment processing is handled by third-party processors (including Stripe). We do not store credit card numbers on our servers. Payment processors have their own privacy policies governing your data.

3.4 Other Disclosures

We may disclose your information:

• To comply with applicable laws, regulations, or legal processes
• To enforce our Terms of Service
• To protect the rights, property, or safety of the Company or others
• In connection with a merger, acquisition, or sale of the Company

4. Cookies

We use cookies to enhance your experience. Types of cookies used:

• Strictly Necessary: Essential for Website operation (navigation, secure access). No consent required.
• Performance & Analytics: Vercel Analytics (cookie-free) to understand usage patterns. Information is aggregated and anonymized.
• Functional: Remember your preferences and settings.

You can manage cookies through your browser settings. Disabling cookies may affect Website functionality.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law. You may request deletion of your data at any time by contacting us.

6. Your Rights

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

• Access, correct, or delete your personal information
• Opt out of certain data processing activities
• Withdraw consent at any time
• Request information about what personal data we collect and how it is used
• Request portability of your data

6.1 California Residents (CCPA/CPRA)

California residents have the right to request disclosure of the categories of personal information collected, the purposes for which it is used, and the categories of third parties with whom it is shared. You may also request deletion of your personal information. To exercise these rights, contact us at support@fixnotes.com.

6.2 European Residents (GDPR)

If you are located in the European Economic Area, you have rights under the GDPR including access, rectification, erasure, restriction, data portability, and the right to object. Contact us to exercise these rights.

7. Children's Privacy

The Website is not intended for individuals under 16. We do not knowingly collect personal information from children. If you believe we have collected information from a child, contact us immediately and we will remove it.

8. Security

We implement reasonable security measures to protect your information. However, no method of transmission over the Internet is 100% secure. You are responsible for maintaining the confidentiality of your Account credentials.

9. Contact

For questions, concerns, or requests regarding this Privacy Policy:
support@fixnotes.com
FIXnotes, LLC, ATTN: LEGAL, 2001 Market Street, Suite 2500, Philadelphia, PA 19103

10. Changes

We may update this Privacy Policy from time to time. The revised version will be posted on this page with an updated effective date. Continued use of the Website after changes constitutes acceptance.