Effective Date: March 7, 2023
This policy applies to all employees, contractors, and vendors while doing business with OneWealth Technologies Inc. (dba “OneVest”) and others who have access to personally-identifiable data (“PII”) in connection with OneVest’s operating activities.
Cookies are small text files sent by us to your computer or mobile device, which enable OneVest features and functionality. They are unique to your account or your browser. Session-based cookies last only while your browser is open and are automatically deleted when you close your browser. Persistent cookies last until you or your browser delete them or until they expire.
Some cookies are associated with your account and personal information to remember that you are logged in and which workspaces you are logged into. Other cookies are not tied to your account but are unique and allow us to carry out analytics and customization, among other similar things.
Cookies can be used to recognize you when you visit a Site or use our Services, remember your preferences, and give you a personalized experience that is consistent with your settings. Cookies also make your interactions faster and more secure.
Categories of use:
You can find a list of the third-party cookies that OneVest uses on our sites along with other relevant information in Schedule A. OneVest does its best to keep this table updated, but please note that the number and names of cookies, pixels, and other technologies may change from time to time.
Cookies identify when you visit specific OneVest pages and may be shared with third parties. You can of course visit our website without revealing any information about yourself. However, if you do give us any personal information about yourself or others, we promise to treat it securely, fairly and lawfully. We collect information on you to deliver services you request, display targeted and relevant advertising, provide more relevant content to you and to learn how we can better meet your needs.
OV may share information with employees, agents and service providers, who are required to maintain the confidentiality of the information. We may also share information with government agencies, public bodies, regulators, or other entities where permitted or required by law.
Cookies and other ad technology such as beacons, pixels, and tags help OneVest market more effectively to users that may be interested in the Services. They also help with aggregated auditing, research, and reporting.
You have the option to disable and delete cookies that may not be necessary for the basic functionality of our website. Please note, blocking categories may impact your experience on our website. You may access the Cookie Manager at any time in the footer of our website.
The Sites and Services do not collect personal information about your online activities over time and across third-party websites or online services. Therefore, “do not track” signals transmitted from web browsers do not apply to the Sites or Services, and OneVest does not alter any data collection and use practices upon receipt of such a signal.
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but that will cause some parts of the site to not work. These cookies do not store any personally identifiable information.
These cookies (OneVest uses Google Analytics and Hotjar) allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. If you do not allow these cookies we will not know when you have visited our site and will not be able to monitor its performance.
To view an overview of the privacy of your Google Analytics cookies please go here: https://support.google.com/analytics/answer/6004245.
You may install a Google Analytics opt-out browser add-on by going here: https://tools.google.com/dlpage/gaoptout?hl=en-GB.
When using our website, you may be directed to other websites for such activities as surveys, to make payment, for job applications, and to view content hosted on those sites such as an embedded video or news article. These websites may use their own cookies. We do not have control over the placement of cookies by other websites you visit, even if you are directed to them from our website.
Many of the cookies used on our website and through emails can be enabled or disabled through our consent tool or by disabling the cookies through your browser. To disable cookies through your browser, follow the instructions usually located within the “Help,” “Tools” or “Edit” menus in your browser. Please note that disabling a cookie or category of cookies does not delete the cookie from your browser unless manually completed through your browser function.
Collection of your data from our analytics cookies can be deleted. If cookies are deleted, the information collected prior to the preference change may still be used. However, we will stop using the disabled cookie to collect any further information from your user experience. For our marketing cookie, when a user opts out of tracking, a new cookie is placed to prevent users from being tracked.