Privacy Policy

Advanta IRA Online Privacy Policy

Advanta IRA oversees our website, (the “Site”), the services underlying the Site, and the content on the Site (collectively, the “Services”). This Online Privacy Policy (“Privacy Policy”) has been established to explain how we collect, use, and share information provided when accessing our website, and it applies to all Site users. You should also read our Terms of Use and Cookie Policy to understand the general rules about using our Site and any additional terms that may apply when accessing services or materials on our Site. For Advanta IRA clients, you should also refer to our Financial Privacy Notice. By using our Site and/or submitting any information to us through the Site, you acknowledge that you consent to the terms of our Privacy Policy and the information handling practices described herein. If you have any questions about our Privacy Policy, please get in touch with us at [email protected].

How and when do we collect your information?

Information is collected when you fill out forms on our Site (including our online application and DocuSign forms), use Live Chat, our online portal, or subscribe to our eNewsletter. Additionally, some information is collected from your browser when you use our Site.

What types of information do we collect? 

When using the Site to open or access your account, pay a bill, register for an event, or conduct research, you may be asked to provide personal information like your name, phone number, email address, mailing address, Social Security number, driver’s license, date of birth, credit card, or other information. We also collect non-personal information, including, but not limited to, your device data, such as the type and version of your web browser, your internet connection, operating system and computer equipment, internet protocol (IP) address, mobile network, and cookie IDs.

How do we use your information?

We may use this personal information to deliver requested materials or content, to invite you to attend or view an event, blog, or podcast, or to send you information regarding your account or our services. We use non-personal information collected by cookies to store your online preferences, which help us improve website navigation and analyze user traffic to improve the content and materials provided on our Site. We also use this information to monitor and prevent fraud and potential violations of our policies,

We may identify you from your personal information and merge personal information and non-personal information for any lawful business purpose. When you provide information on any of our forms, cookies can be used to identify you when you log onto our Site. Except as otherwise stated, we may use the information we collect from you to provide our Services to you.

How do we share your information?

We do not sell, license, or make your information available to marketers or unaffiliated third parties. We may share your information with third parties, including our custodian, Mainstar Trust, who assist us in our operations. We may also disclose information if required by subpoena, judicial order, or otherwise required by law.

How do we protect your information?

The security of your information is of the utmost importance to us, so we employ several tactics to help protect it online and offline. We use Secure Sockets Layer (SSL) encrypted connections (HTTPS) to our Site and on our Services, as well as secure multi-tiered firewalls. Some of your data may also be encrypted on our storage server and secure cloud-based environments. When using our online applications, we require our users to enter a unique username and password each time they access our Site. To protect all transactions on our Site, we only work with credit card processors who maintain ongoing PCI compliance and adhere to stringent industry standards for storing, processing, and transmitting credit card information. We employ additional fraud prevention measures.

Do we collect Cookies?

Yes, we collect cookies on our Site for certain types of non-personal data. Cookies are small data files stored on a Site visitor’s hard drive. We use these cookies to capture and remember certain information that identifies repeat visitors and improves their user experience on our Site. We also use cookies to compile aggregate Site use data and traffic to offer better Site experiences, content, and tools. You can disallow the collection of your cookies, but that may limit your access to some features on our Site. See our cookie policy for more information.

How do we use third-party services and links?

As a service and convenience to our users, our Site contains links to other sites that are not operated by Advanta IRA. Including these links in no way implies endorsement of those linked sites or services offered on those sites. Any information you provide to a third-party site may be collected by and controlled by the privacy policy of that third-party Site. Advanta IRA is not responsible for other sites’ content or privacy practices.

What is our children’s Privacy Policy?

Our Site and services are not intended for children under 13 years of age. Per the Children’s Online Privacy Protection Act (COPPA), Advanta IRA will never knowingly collect, use, or disclose any information from children under 13 through our Site.

What are your California Privacy Rights?

Per California Civil Code Section 1798.83, California residents have the right to request a list of what Personal Information (if any) we have disclosed to third parties in the prior calendar year, the names and addresses of those third parties, and what information was shared. If you are a California resident, you may request this information by emailing [email protected].

What happens if the Privacy Policy changes?

We may update or amend this Privacy Policy without prior notice and at any time by posting an updated version to our Site. Please refer to this Privacy Policy to stay informed about the collection, use, and disclosure of Information on our Site. Your continued use of our Site constitutes your agreement to our Privacy Policy and any updates to it.

How can you contact us?

If you have questions about this Privacy Policy, you may contact us via email at [email protected], phone at 800.425.0653, or by mail at Advanta IRA, 4790 140th Avenue North, Clearwater, FL 33762.