Summary. We collect only what we need to run TradePilot and talk to you. We don't sell your personal information, we don't use advertising or tracking cookies on this website, and we never take custody of your funds. You can ask to access, correct or delete your data at any time.
1. Who we are
This Privacy Policy applies to Trade Pilot AI Inc ("TradePilot", "we", "us" or "our"), and to our website, software platform, educational content and related services (together, the "Services"). Trade Pilot AI Inc is the controller of the personal information described in this policy.
TradePilot is a software and education company. We are not a broker-dealer, investment adviser or financial institution, and we do not hold, manage or have custody of customer funds.
Trade Pilot AI Inc is a corporation incorporated in the State of Florida, United States. Business address: 2125 Biscayne Blvd, Ste 204 #27121, Miami, FL 33137, United States.
2. Information we collect
2.1 Information you give us
- Contact and onboarding application details: your name, email address, trading experience level, the topic and content of your message, and your marketing preferences.
- Billing information: if you buy a membership, your billing name, address and payment details. Card details are processed by our third-party payment processor.
- Account information (when the platform is available): login credentials for your TradePilot account, profile details, and preferences.
- Community content: anything you choose to post or share, such as comments, insights or strategy descriptions.
- Support communications: messages, feedback and survey responses you send us.
2.2 Information from your connected brokerage
If you choose to connect a third-party brokerage account, we receive information that you authorize the brokerage to share with us. Depending on the brokerage, this can include account identifiers, balances, positions, order and trade history, and authorization tokens. Where the brokerage supports it, we use secure authorization methods it provides (such as OAuth or scoped API keys). We do not ask for, and you should not send us, your brokerage password. You can revoke our access at any time from your TradePilot settings or directly with your brokerage.
2.3 Information collected automatically
- Technical data: when you visit the website, our hosting provider may automatically log standard information such as your IP address, browser type, device type, pages requested and the date and time of the request. These logs are used for security and to keep the site running.
- Usage data (platform): how you use features, used to keep the Services working, secure and improving.
This website does not use analytics, advertising pixels, or third-party tracking cookies, and it does not load third-party fonts or scripts.
2.4 Sensitive information
We do not intentionally collect sensitive personal information such as government ID numbers, health information or biometric data through this website. Please don't include it in messages to us. If identity verification is needed for a legal or regulatory reason, we'll tell you at that time what is needed and why.
3. How we use information
- To provide, operate and maintain the Services, including connecting to your brokerage at your direction and running automation you set up.
- To respond to your enquiries and give onboarding and customer support.
- To review onboarding applications, manage memberships, and process payments and cancellations.
- To send product news and educational content if you have opted in (you can opt out anytime).
- To keep the Services secure, and to detect, prevent and respond to fraud, abuse and technical problems.
- To improve and develop our Services and educational materials.
- To comply with legal obligations, enforce our terms, and protect the rights, property and safety of our users, TradePilot and others.
We don't use your personal information to make decisions that produce legal or similarly significant effects about you based solely on automated processing.
4. Legal bases for processing (EEA, UK and Switzerland)
If data protection laws in the European Economic Area, the United Kingdom or Switzerland apply to you, we rely on the following legal bases:
| Purpose | Legal basis |
|---|---|
| Providing the Services and support you request | Performance of a contract, or steps taken at your request before entering into one |
| Replying to contact form and onboarding applications | Legitimate interests (responding to you) and/or your consent |
| Marketing emails | Your consent, which you can withdraw at any time |
| Security, fraud prevention and service improvement | Legitimate interests |
| Meeting legal and regulatory obligations | Legal obligation |
5. How we share information
We share personal information only as described here:
- Service providers who process data on our behalf under contract, such as website hosting, form processing, payment processing, email delivery, cloud infrastructure and customer support tools. They may use your information only to provide services to us.
- Brokerages you connect, to carry out the instructions and automations you set up. Each brokerage handles your data under its own privacy policy.
- Other users, but only content you choose to make public in community features (for example, a public profile or shared track record).
- Legal and safety: when we believe in good faith that disclosure is required by law, regulation, subpoena or court order, or is needed to protect the rights, property or safety of any person.
- Business transfers: in connection with a merger, acquisition, financing, or sale of assets, subject to standard confidentiality protections. We'll notify you if your information becomes subject to a different privacy policy.
- With your consent or at your direction.
6. No sale of personal information
We do not sell your personal information, and we do not "share" it for cross-context behavioral advertising (as those terms are defined under California law). We have not done so in the preceding 12 months.
7. Cookies and browser storage
This website uses only essential browser storage (localStorage) to remember your cookie preference. We do not use advertising, analytics or third-party tracking cookies. We honor Global Privacy Control (GPC) signals as an opt-out request. For details, see our Cookie Policy.
8. Data retention
We keep personal information only for as long as we need it for the purposes in this policy, unless the law requires or permits us to keep it longer. In general:
- Contact form messages: up to 24 months after our last communication with you.
- Onboarding applications: up to 24 months, or until you ask us to delete them.
- Billing records: as long as required by tax and accounting laws.
- Account data: for as long as your account is active, and afterwards for as long as needed to meet legal, tax, accounting or dispute-resolution obligations.
- Server logs: typically no longer than 90 days, unless needed to investigate a security incident.
9. Security
We use reasonable administrative, technical and physical safeguards to protect personal information, including encryption in transit, access controls and least-privilege access to brokerage authorizations. No method of transmission or storage is completely secure, and we can't guarantee absolute security. If we learn of a data breach that affects you, we'll notify you and the relevant authorities as required by law.
10. Your privacy rights
Depending on where you live, you may have the right to:
- Access the personal information we hold about you and get a copy of it;
- Correct information that is inaccurate or incomplete;
- Delete your personal information;
- Data portability: receive your information in a portable format;
- Object to or restrict certain processing;
- Withdraw consent where we rely on it, without affecting processing that has already taken place;
- Opt out of marketing communications;
- Complain to your local data protection authority.
To make a request, email support@thetradepilot.ai, or use the contact form and choose "Privacy request". We'll need to verify your identity before acting on certain requests, and we'll respond within the time limits set by applicable law. You may use an authorized agent to make a request on your behalf where the law allows it. We will not discriminate against you for exercising any of these rights.
11. U.S. state privacy rights
Residents of California and certain other U.S. states (such as Colorado, Connecticut, Virginia, Utah, Texas and Oregon) may have additional rights under state law, including the right to know what categories of personal information we collect, use and disclose, the right to delete and correct it, and the right to opt out of its sale, sharing for targeted advertising, or use for profiling.
In the preceding 12 months we have collected these categories of personal information: identifiers (such as name and email), billing information (members only), internet or network activity (such as server logs), commercial or financial information you authorize from a connected brokerage (platform users only), and any information you include in messages to us. We collect it from you, your device and, with your authorization, your brokerage. We use it for the business purposes described in Section 3, and disclose it only as described in Section 5.
If we deny your request, you may appeal by replying to our decision or emailing support@thetradepilot.ai with the subject "Privacy appeal".
12. International transfers
We are based in the United States, and our service providers may process information in the United States and other countries. Where required, we use appropriate safeguards for international transfers, such as the European Commission's Standard Contractual Clauses or the UK International Data Transfer Addendum.
13. Children
The Services are not directed to, and are not intended for, anyone under 18. We do not knowingly collect personal information from children. If you believe a child has given us personal information, please contact us and we'll delete it.
14. Marketing communications
We'll send marketing emails only if you've opted in or if applicable law otherwise allows it. Every marketing email includes an unsubscribe link, and you can also opt out by contacting us. Even if you opt out, we may still send you service-related or transactional messages.
15. Changes to this policy
We may update this Privacy Policy from time to time. When we do, we'll change the "Last updated" date above. If the changes are material, we'll give you more prominent notice, such as an email or a notice on the website, before they take effect.
16. Contact us
If you have questions about this Privacy Policy or how we handle your information, contact:
Trade Pilot AI Inc
Attn: Privacy
2125 Biscayne Blvd, Ste 204 #27121
Miami, FL 33137
United States
Email: support@thetradepilot.ai