Privacy Policy


Welcome to inVesti! We work hard to protect your personal information and ensure your information is kept private and secure. The following privacy policy outlines the types of personal information that inVestiFin LLC and our mobile service protects and explains why we collect this information and how we use it.

Privacy is important to inVesti. We will never rent or sell your information to anyone. If you have any questions or if you believe that inVesti has not adhered to this privacy policy, please send us a note at

Why We Collect Information

In order to provide a high-quality service, inVesti collects various types of information when you visit the website or mobile, sign-up as a customer, or otherwise engage with inVesti.

Visitor Information

We collect various types of anonymous information about visitors to inVesti, such as device-related information (including browser, version, and IP address) and server log information (including the date and time of day of your visit, average time spent on the inVesti site, browsing activity, and any site that referred you to inVesti). We also collect information that you input into our website, e.g., by beginning the account application process or by commenting on the inVesti blog. We use this information to better understand our visitors and our business, facilitate site navigation, provide the services or information you request, and enhance the inVesti service.

Customer Information

When you choose to create a inVesti Account, we will also collect certain personal information, including your full legal name, email address, permanent address, date of birth, social security number and information about financial status. We are required by law to collect this information to provide you with financial services. If you do not wish to provide this information, you cannot become an inVesti customer.

If you use the Plaid service to link a bank account when signing up for an inVesti account, inVesti will collect information about the cash flows into and out of that bank account. You acknowledge and agree that the information you provide to inVesti through Plaid will be treated by Plaid in accordance with their respective privacy policies (which are located at:

Retirement Plan Sponsor and Participant Information

When a company creates an account with inVesti as a retirement plan sponsor, we will collect information on both the company and its employees as plan participants, including but not limited to, the company’s name, the company’s employer identification number, details about the company’s existing retirement plans, an email address of the company’s contact person and other relevant plan information. We will also collect certain personal and financial information about the plan participants, including, but not limited to, names, social security numbers, dates of birth, annual incomes, addresses, length of service with the company, gender, marital status, dates of hire, email addresses and other contact information, occupation, industry, personal interests, bank account balance, salary information, contribution rates and tax bracket.

Additionally, as part of the account opening process we collect information from visitors to the site and various other types of personal information if you or a friend engages with inVesti. We collect your email address as part of our customer referral service or if you subscribe to the inVesti blog. We may also collect personal information if you enter it into our live chat program or contact us or otherwise give it to us (e.g., in an email, phone call, or live chat with a member of our customer support team). Further, we may collect information regarding your browsing activity when you visit inVesti’s websites and actions you take within your inVesti account while logged in to that account.

The Use of Cookies:

Cookies are small pieces of data that are stored on your computer or mobile device and used to access the internet. Pixels are small code blocks on a website that allow for another server to measure viewing of a webpage and often are used in connection with cookies.

We use these technologies to improve your experience with the Platform. Cookies may store anonymous information, such as whether you viewed the site from your computer and/or your mobile device. We only use this technology for marketing and user experience to better enhance our service quality.

Advertising Companies

inVesti advertises our services on websites not affiliated with inVesti, and we contract with third-party advertising companies to display these ads. These third-party advertising companies, along with data exchanges and similar providers, may use cookies and similar technologies to collect technical and web navigational information, such as device type, browser type, IP address, and pages visited. We do not provide any information to these advertising companies that could personally identify our users or clients, and they do not collect such information for us.

inVesti and third-party advertising companies may use the data collected to provide you with ads relevant to you and personalized content while you are on inVesti or other sites. If you prefer to not receive targeted advertising, you can opt out of some network advertising programs that use your information by visiting the opt-out function. Please note that even if you choose to remove your information by opting out, you will still see advertisements while you are browsing online.

Additionally, many network advertising programs allow you to view and manage the interest categories they have compiled from your online browsing activities. These interest categories help determine the types of targeted advertisements you may receive.

Because mobile devices may vary in how they operate and may not use cookies, the choice management options listed above may not work for all mobile devices and mobile apps.

Use of Personal Information

inVesti uses your personal information to enhance your customer experience, provide customer support, operate and maintain your account in accordance with US law, investigate and understand how inVesti is used, monitor and protect the security and integrity of inVesti, and better market and advertise inVesti’s services. You understand and agree that inVesti will compare your identifying information with government-provided lists of suspected terrorists or financial crime lists.

As part of this process, we may from time to time include, compile, or aggregate some of your personal information in certain data analysis, reports, or other interpretations of investment trends for both internal and external purposes. When including, compiling, or aggregating personal information for such purposes, we make sure that the information is anonymized such that it is not identifiable to any particular customer.

Additionally, we may use your personal information to contact you regarding our own services, resources, or inVesti job openings that we think may be of interest to you. If you no longer wish to receive such marketing communications from inVesti, please click the “unsubscribe” link that can be found at the bottom of each such email message. Please note that if you hold an account with inVesti, you cannot opt-out of certain communications related to the administration of your account, including communications related to billing, statement and trade confirmation delivery or certain regulatory matters.

How We Share Your Information

We do not sell, rent, or trade your personal information with any third parties other than with your consent or as required by law.

In order to provide financial services and in connection with our everyday business purposes and activities, we may share your personal information with third parties who perform services on our behalf. Examples of these third parties and services include consumer identification verification services, public accounting firms and other professional firms, and certain other vendors and service providers who perform marketing, advertising, research and analytics services on our behalf. We have entered into agreements that require that these third parties keep this information confidential. We may also disclose your information to other third-party financial institutions, e.g., if you ask to transfer assets from inVesti to such financial institutions. If you choose to use inVesti’s charitable giving feature, we will share your name and email address with the recipient charity, which the recipient charity may use to contact you.

We may also disclose personal information in response to service of legal process, such as a court order, summons, or subpoena, or as permitted or required by law when we reasonably believe it is necessary or appropriate to investigate, prevent, or take action regarding illegal activities, suspected fraud (including identity theft), front running or scalping, situations involving potential threats to the physical safety of any person, or suspected violations of our Terms of Service or customer agreements.

Furthermore, we may disclose personal information in specific other cases with your consent.

In order to provide workplace services to employers or plan sponsors, such as retirement contributions plan services we may exchange any information received in connection with such services with the employer or plan sponsor or others they may authorize.

How Your Personal Information is Protected

inVesti works diligently to protect and to safeguard your personal information. We employ several physical and electronic safeguards to keep your information safe. We use the strongest available browser encryption, store all of our data on servers in secure facilities, and implement systematic processes and procedures for securing and storing data. We limit access to your personal and financial information to only those employees with authorized access who need to know the information in order to perform their jobs, and we require third parties who perform services for inVesti to agree to keep your information confidential. Furthermore, if you choose to close your account or your account is terminated with us, we will continue to adhere to the privacy policies and practices outlined here. If you maintain an inVesti account that you access through our website or mobile apps, you are responsible for protecting and maintaining the confidentiality of your account and password and restricting access to your computer.

Changing Your Personal Information

Once you have registered with inVesti, you can access your profile, review the information that is stored, and revise that information. If you have any problems, you may also contact us at Due to US regulatory requirements, we do not delete residual copies of outdated information and must preserve all customer data for a minimum of three years.

Other Important Information

Former Customers

If you are a former customer, these policies also apply to you; we treat your information with the same care as we do information about current customers.

How We Respond to Do Not Track Signals

Online tracking is the collection of data about an individual’s Internet activity used to deliver targeted advertisements and for other purposes. Customers using certain modern browsers have the ability to activate a “Do Not Track” signal. inVesti does not currently respond to the “Do Not Track” signal.

How You Accept This Policy

By using and continuing to use the inVesti websites, mobile and/or services, or otherwise providing us with personal information (such as an email address) you agree to the terms and conditions of this privacy policy and any updates thereto. This policy may change from time to time. This is our entire and exclusive privacy policy and it supersedes any earlier version. Our terms and conditions take precedence over any conflicting privacy policy provision.

Changes to the Policy

inVesti may modify this privacy policy over time without prior notice by posting a new version of this privacy policy, which is your responsibility to review. Any changes to the privacy policy will be reflected on this page and will become effective immediately upon posting. We encourage you to periodically review this privacy policy to stay informed about how we are protecting the personally identifiable information we collect. If changes to the privacy policy are material, we will do our best to notify you via email or through a notification on the site or app. Please check the effective date below to determine if there have been any changes since you have last reviewed the inVesti privacy policy.


The inVesti contributions service is not directed towards anyone under the age of 18. If a parent or guardian becomes aware that his or her child under the age of 18 has created an account with inVesti and/or provided us with personally identifiable information, please contact us at Additionally, if we become aware at any point that a child under the age of 18 is using our service, we will terminate his or her account.

Your Rights as a Vermont Resident

We do not share nonpublic personal financial information we collect about Vermont residents to non-affiliated third parties except for our everyday business purposes or as otherwise permitted by law. If you wish to revoke any authorization to share your nonpublic personal financial information, which you have provided to us by entering into our Customer Agreement please contact us at Also, please note that we will not be able to provide you with services through inVesti without the ability to share this financial information.

Your Rights as a California Resident

Residents of California have the right to request from us certain information with respect to the types of personal information we share with third parties for those third parties’ direct marketing purposes and the identities of the third parties with whom the business has shared such information during the immediately preceding calendar year. To exercise your rights, you may make one request each year by emailing us at Your request should specify your full name and the email address you used when submitting personal information to us.

International Visitors

This Service is hosted in the United States. If you are an international visitor, you should note that by providing your personal information, you are: (i) permitting the transfer of your personal information to the United States which may not have the same data protection laws as the country in which you reside; and (ii) permitting the use of your personal information in accordance with this privacy policy. Questions

If you have any questions on the privacy policy, please contact us at:

inVestiFin LLC.
1117 US-70 Suite 202
Arlington, TN 38002