Uplinq Privacy Policy

Uplinq collects the following information from you (“you” or “user”):

• IP Address
• Contact information: including name, email address, mailing address, and phone number
• Preferences information such as email subscription type preferences and communication preferences
• Information about your business such as company name, company size, and industry
• Demographic information such as region, job title, interests, and zip code
• Only when necessary to determine suitable products and services, may we collect financial information such as bank or brokerage account numbers, types of investments, income, revenue, assets, credits, deductions, expenses, and bank account information
• As is true of most websites, we also automatically gather information about your cookies, as detailed the section regarding Cookies and Other Tracking Technologies

Uplinq uses the information collected to:

• Assess the needs of your business to determine suitable products and services
• Send you requested product or service information
• Send you marketing communications, such as newsletters and blog posts Improve our website and marketing efforts
• Conduct research and analysis
• Display content based upon your interests

Uplinq collects the following additional information from bookkeeping and financial services customers:

• Billing information such as credit card number and billing address
• Financial information such as bank or brokerage account numbers, types of investments, shareholder information such as cap table, income, revenue, assets, credits, deductions, expenses, and bank account information
• Unique identifiers such as user name, account number, and password
• Date of Birth
  

Uplinq uses this information to:

• Establish your identity
• Assess the needs of your business to determine if any suitable products or services are necessary
• Send you requested product or service information
• Send product updates
• Respond to customer service requests
• Administer your account
• Provide requested financial services
• Respond to your questions and concerns