LiveOffice Privacy Statement

At LiveOffice, we dedicate ourselves to revolutionizing the way individuals and small businesses manage their financial lives. In that effort, we respect and protect the privacy of those who visit or use our Web sites. We want you to know how your information is used. To demonstrate our commitment to fair information practices, we have adopted leading industry privacy guidelines. This privacy statement defines privacy aspects specific to the AdvisorSquare.com Web site and affiliated LiveOffice Web servers (referred to as the "AdvisorSquare Web sites"). It serves as an adjunct to the LiveOffice Online Privacy Policy, which represents our general privacy philosophy and governs all of our Web sites. The AdvisorSquare Web sites' privacy practices are consistent and compliant with that policy. Because of the financial nature of our business, our Web sites are not designed to appeal to children under the age of 13. Therefore, we don't knowingly attempt to solicit or receive any information from children. Our Philosophy and Practices We want to give you the comfort and confidence you need to fully participate in our online offerings so that we can better serve your needs. Therefore, here are the principles governing our information practices and other privacy aspects of our Web site: We provide you notice of our Web site information practices. We give you choices about how the personally identifiable information that you provide us may be used. We let you update or correct the personally identifiable information that you provide us. We work to protect personally identifiable information from loss, misuse and unauthorized alteration. We provide various ways for you to contact us about our information practices and other aspects of privacy. We provide you notice of our Web site information practices. To maximize the value of our services, we may request information from you when you visit our Web sites. When we collect information from you, we'll tell you what is being collected, how it is collected, by whom it is being collected, why it is being collected and to whom it may be disclosed. Here is how and why we collect and use information from you: Newsletters. We provide you the opportunity to subscribe to e-mail newsletters and other e-mail communications. You may unsubscribe at the subscription center or by following the instructions provided in each e-mail newsletter. When sending you email we may automatically collect technical information that allows us to format messages to best align with your computer's capabilities. This data is used solely to enhance the presentation of the content you receive. Customer Service/Support. In order to provide you with customer service, we ask for your name, phone number, and e-mail address. We may use your contact information in order to contact you regarding service updates or specific support questions and may contact you for additional opportunities to provide feedback on our products and services. Contests and Surveys. From time to time, we may offer you the option to participate in contests or surveys. If you would like to participate, we may ask you for contact information, preferences, or other information. This information may be used to conduct research, improve our offerings, or award prizes. Our contests may have separate rules and we will identify how the information that you supply will be used in each case. Mandatory and Optional Information. We identify the information that is necessary to fulfill your request. Whenever we ask for additional or optional information, we identify those fields appropriately so that you know what is required to provide the requested service.  How we use Web technology: Here is how and why we use some common Web technologies to help manage our Web sites: Cookies. A "cookie" is a small piece of information that our Web site may provide to your browser while you are at our sites. The AdvisorSquare Web sites supply your browser with cookies that contain a unique identifier used to better understand Web site usage in the aggregate so that we know what areas of our site users prefer (e.g., based on the number of visits to those areas). These cookies are not linked to the personally identifiable information that you provide us elsewhere on the site. If you are a registered user on the AdvisorSquare Web sites, you will receive an additional cookie when you login. This cookie is maintained by your browser and contains your identifier. This cookie is also used to authenticate your identity and provide you with access to areas of our Web site that are limited to registered users, such as those that allow you to view and manage your portfolio or accounts. You do not have to accept cookies from our site. Only the areas that require registration require cookies. Should you decide that you would like to register and login to special areas of the Web site and you have modified your browser settings not to accept cookies, you will need to re-set your browser to accept the cookies that we send it. Otherwise, we will not be able to let you participate in certain areas of the Web sites. Most browsers are defaulted to accept and maintain cookies. Web Site Usage Data. With or without cookies, our Web site keeps track of usage data, such as the source address that a page request is coming from, your IP address or domain name, the date and time of the page request, the referring Web site (if any) and other parameters in the URL. We use this data to better understand Web site usage in the aggregate so that we know what areas of our Web site users prefer. This information is stored in log files and is used for aggregated and statistical reporting. This log information is not linked to personally identifiable information gathered elsewhere on the site. Co-branded and Third-Party Sites. Our co-branded sites are clearly identified by both an LiveOffice and a partner's logo. The AdvisorSquare Web sites may provide links to third-party Web sites, such as those of our business partners. On these sites either LiveOffice or its partners may collect information about you. LiveOffice is not responsible for the actions of these third parties. We encourage you to review their privacy policies to learn more about what, why and how they collect and use personally identifiable information. If we plan to make significant changes to any of our privacy policies or practices with respect to how we use personally identifiable information, we'll post those changes to this privacy statement 30 days before they take effect. In some cases we may be required to disclose certain information to comply with a legal process, such as a court order, subpoena or search warrant. We give you choices about how the personally identifiable information that you provide us may be used. We give you the opportunity to keep us from using or sharing the personally identifiable information that you have provided to us for purposes other than to fulfill your request. We will provide you the opportunity to opt-out of secondary uses of personally identifiable information you provide us, whenever we gather it. Simply notify us during the information collection process or contact us at privacy@LiveOffice.com. We let you update or correct the personally identifiable information that you provide us. At our Web site, we provide you the opportunity to update or correct your contact, account, portfolio, and banking, investing and credit card statement download information. You may review and update your bill payment and viewing services information by phoning View & Pay Bills Customer Support. We work to protect personally identifiable information from loss, misuse and unauthorized alteration. We employ industry recognized security safeguards to help protect the personally identifiable information that you have provided to us from loss, misuse and unauthorized alteration. Whenever you transmit sensitive information, such as a credit card number, to us through our Web site, we provide you access to our server that allows encryption of your data as it travels across the Internet. We work to protect personally identifiable information stored on the sites' servers from unauthorized access using commercially available computer security products, such as firewalls, as well as carefully developed security procedures and practices. All employees must review and sign these practices which include limiting access to sensitive information only to those employees who require the information and enforcing strict password protocols for all employees. In addition, a username and password are required for you to use, view or change application or interview information. We use both internal and external resources to review the adequacy of our security measures on a regular basis. We provide various ways for you to contact us about our information practices and other aspects of privacy Questions regarding the AdvisorSquare Web sites' privacy statement, our online privacy policy, our information practices or other aspects of privacy on our Web sites should be directed to us at privacy@LiveOffice.com.