Privacy Policy

Flow to Funds
Effective Date: September 3, 2026

Flow to Funds respects your privacy and is committed to protecting the personal information you provide through our website, forms, communications, and services.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including:

• First and last name
• Email address
• Telephone number
• Mailing address
• Appointment information
• Service inquiries
• Information submitted through forms
• Information necessary to provide requested services

We may also automatically collect certain technical information when you use our website, including IP address, browser type, device information, referring website, pages visited, and website interaction information.

2. How We Use Your Information

We may use collected information to:

• Respond to inquiries
• Schedule and manage appointments
• Provide requested services
• Communicate with customers and prospective customers
• Manage customer relationships
• Provide customer support
• Maintain business records
• Improve our website and services
• Prevent fraud or misuse
• Comply with applicable legal obligations

3. SMS and Mobile Messaging Privacy

If you voluntarily provide your mobile telephone number and separately consent to receive text messages from Flow to Funds, we may use your mobile number to send communications associated with the specific messaging program to which you agreed.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

Information may be shared with service providers that assist us in delivering customer communications, but only to the extent necessary to provide those services on our behalf.

All categories of information described in this Privacy Policy exclude text messaging originator opt-in data and consent. SMS opt-in information and consent will not be sold, rented, transferred, or shared with third parties or affiliates for their own marketing or promotional purposes.

Consent to receive SMS messages is not a condition of purchasing any product or service.

Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of SMS communications or HELP for assistance.

4. Information Sharing

We may share information with vendors and service providers that assist us with legitimate business operations, including:

• Website hosting
• Customer relationship management systems
• Email providers
• Communication platforms
• Appointment scheduling systems
• Analytics providers
• Payment processing providers
• Customer support providers

These providers may process information only as reasonably necessary to perform services on our behalf.

We may also disclose information when required by law, legal process, governmental request, or when reasonably necessary to protect our legal rights, customers, business, or the public.

5. Sale of Personal Information

Flow to Funds does not sell personal information for monetary compensation. We do not sell mobile telephone numbers or SMS consent information.

6. Cookies and Tracking Technologies

Our website may use cookies, analytics tools, and similar technologies to operate the website, improve performance, understand website usage, maintain security, and remember user preferences.

You may control certain cookies through your web browser settings.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, misuse, alteration, loss, or disclosure.

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

8. Data Retention

We may retain personal information for as long as reasonably necessary to provide services, fulfill business purposes, comply with legal obligations, resolve disputes, prevent fraud, and enforce agreements.

9. Your Privacy Choices

You may contact us to request access to, correction of, or deletion of certain personal information, subject to applicable legal and recordkeeping requirements.

You may unsubscribe from marketing emails using the unsubscribe option contained within applicable messages.

To stop SMS communications, reply STOP.

10. Third-Party Websites

Our website may contain links to websites or services operated by third parties. Flow to Funds is not responsible for the privacy practices, security, or content of third-party websites or services.

11. Children's Privacy

Our services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children under 13.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any revised version will be posted on this page with an updated effective date.

13. Contact Us