Privacy Policy

Information Collected

The types of personal information we collect are limited to what is provided on our intake form or during client sessions. We specifically limit our data collection to:

• Account balances and investment holdings
• Names of financial institutions used for banking and investing
• Employment information (employer, salary, benefits)
• Age, investment experience, and risk tolerance
• Financial goals and preferences

We do not collect or store:

• Account numbers or login credentials
• Social Security numbers
• Dates of birth or other personally identifiable information
• Passwords or PINs

When you are no longer our client, we maintain this limited information unless you specifically request its deletion.

Information Sharing

DIYFi Advisors LLC does not share your information with any third parties.

Information Protection

To protect your limited personal information from unauthorized access and use, DIYFi implements several security measures:

• Client information is stored in encrypted, password-protected files and folders
• We do not store sensitive personally identifiable information
• Client data is only accessed by authorized personnel within the firm
• Upon client request, all stored information can be permanently deleted

If you wish to have your information removed from our records after our engagement concludes, please contact us and we will delete it promptly.

Policy Updates

We may update this privacy policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify current clients of any material changes.

Contact Us

If you have any questions about our privacy practices or wish to request deletion of your information, please contact us: