LEGAL

Privacy Policy

Effective Date: October 28, 2026

At Tradewell Strategies LLC (“Tradewell,” “we,” “us,” or “our”), we value your privacy and are committed to safeguarding your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your data when you use our website and services. By using our services, you agree to the terms outlined in this policy.

Information We Collect

We collect the following types of information from users of our services:

Personal identification information: Your name, email address, phone number, billing address, and other contact details you give us when you book a call, sign up, onboard, or contact our support team.
Account information: The details needed to connect your brokerage account to the strategies you choose, such as your broker and account number, along with your package, strategy selections, performance data, and related information needed to provide our services. We do not ask for or store your brokerage password.
Payment information: Payment details, such as card information, are collected and processed by third-party payment processors when you pay our fees.
Usage data: We may collect information about how you use our website and services, such as IP addresses, device information, browser types, pages viewed, and other diagnostic data.
Call recordings: We record sales and support calls for training purposes. Recordings are for internal use only.

How We Use Your Information

We use the information we collect for the following purposes:

To provide and maintain our services, including onboarding, connecting your account to strategies, and performance tracking.
To process payments and manage your subscription.
To communicate with you, respond to inquiries, and provide customer support.
To send you important updates and notifications, and promotional materials only if you’ve opted in.
If you give us a testimonial, to publish it, unless you tell us in writing that you do not want it used.
To monitor, analyze, and improve our website and services.
To comply with legal obligations and regulatory requirements.

How We Protect Your Information

We take your privacy and security seriously. We use industry-standard security measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure payment processing, and regular system updates.

Despite our efforts, no method of transmission over the internet is 100% secure, and we cannot guarantee the absolute security of your data.

Sharing Your Information

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

Strategy Providers and brokers: We share the account details needed to connect your account to the strategies you choose, and to calculate the profit share, with the Strategy Providers and your broker.
Service providers: We may share your information with third-party service providers that help us deliver our services, such as payment processors, hosting providers, scheduling, email and call-recording tools, and customer support tools.
Legal compliance: We may disclose your personal information if required to do so by law, in response to a legal request or subpoena, or to protect our legal rights.
Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

SMS and Mobile Information

Mobile information and SMS opt-in data will not be sold, rented, or shared with third parties or affiliates for marketing or promotional purposes. All of the categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you opt in to receive text messages from Tradewell, you can opt out at any time by replying STOP, or reply HELP for help. Message frequency varies. Message and data rates may apply. See our Terms of Service for full SMS messaging terms.

Data Retention

We retain your personal information for as long as necessary to provide our services to you and to comply with legal obligations. If you wish to delete your account or request the removal of your data, please contact us at [email protected]. We will process your request in accordance with applicable law.

Your Privacy Rights

Depending on your location and applicable laws, you may have certain rights regarding your personal data, including:

The right to access your personal information.
The right to correct or update your data.
The right to delete your data or restrict its use.
The right to object to the processing of your personal data for marketing purposes.

If you wish to exercise any of these rights, please contact us at [email protected].

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website and understand how it is used. You can control the use of cookies through your browser settings. Disabling cookies may affect how our website works.

Third-Party Links

Our website and services may contain links to third-party websites or services, including your broker’s. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Your continued use of our services after an update means you accept the revised policy.

Contact Us

If you have any questions or concerns about this Privacy Policy, or if you wish to exercise your privacy rights, please contact us at [email protected].