Privacy Policy

Rollover Boost Financial & Insurance services is an independent, privately held company in California which works with multiple financial and insurance institutions in the United States.

Rollover Boost LLC, (“Rollover Boost”, “us”, “we”, or “our”) operates Rollover Boost (the “Site”). This page informs you of our policies regarding the collection, use and disclosure of information we collect on the Site or any offline location that makes this Privacy Policy available to you.

By using the Site or interacting with us offline, you agree to our Terms and Conditions and our collection, disclosure, and use of information in accordance with this policy, and other activities as described in this Privacy Policy. If you do not agree and consent, discontinue use of the Site.

If you have any questions or wish to exercise your rights and choices, please contact us as set out in the “Contact Us” section. If you are a Nevada or California resident, please see the additional disclosures at the end of this Privacy Policy.

Information Collection

A. Information You Provide

While using our Site, we may ask you to provide us with certain information, including information you provide when you register an account, update your profile, access our content, make a purchase, or contact customer support. The categories of information we collect includes:

• Contact Data, including your first and last name, email address, postal address, and phone number.
• Site Account Information, including your Site username, password, password hints, and information for authentication and account access.
• Financial Information, as required to provide the services on the Site, such as retirement account information. This may include details such as account numbers, balances, other attributes, and credentials to financial accounts. We only collect and use this information, including the information made available to us through such access, at your direction to complete your transactions, to update your contact details as necessary to complete your transactions, or if otherwise directed by you.
• Demographic Data, including your age, gender, and country.
• Profile Data, including your interests, inferences, preferences, and favorites.
• Content, including content within any messages you send to us (such as feedback, special instructions you provide, and questions to customer support). We also collect content within any messages you exchange with us through our chat functionality on the Site.
• Employment Data, including the retirement plans used by your former and current employer, and other employment and education history, transcript, writing samples, and references as necessary to consider your job application for open positions.

You may choose to voluntarily provide other information to us that we do not request, and, in such instances, you are solely responsible for such information.

B. Information Collected Automatically

In addition, we automatically collect information when you use the Site. The categories of information we automatically collect include:

• Service Use Data, including data about features you use, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics, emails and advertisements you view, products and services you view and purchase, and your referring and exiting pages.
• Device Data, including your computer’s Internet Protocol (“IP”) address, browser or device type, browser or device version, your internet service provider, and your device’s regional and language settings.
• Location Data, including imprecise location data (such as location derived from an IP address or data that indicates a city or postal code level).

The types of tracking technologies we use to automatically collect information include:

• Log Files, which are files that record events that occur in connection with your use of the Site.
• Cookies are files with small amounts of data stored on your device that act as a unique tag to identify your browser. We use two types of cookies: session cookies and persistent cookies. Session cookies make it easier for you to navigate our website and expire when you close your browser. Persistent cookies help with personalizing your experience, remembering your preferences, and supporting security features. Additionally, persistent cookies allow us to bring you advertising both on and off the Service. Persistent cookies may remain on your device for extended periods of time, and generally may be controlled through your browser settings.
• Pixels (also known as web beacons), which is code embedded in a website, video, email, or advertisement that sends information about your use to a server. There are various types of pixels, including image pixels (which are small graphic images) and JavaScript pixels (which contains JavaScript code). When you access a website, video, email, or advertisement that contains a pixel, the pixel may permit us or a separate entity to drop or read cookies on your browser. Pixels are used in combination with cookies to track activity by a particular browser on a particular device. We may incorporate pixels from separate entities, including TikTok, that allow us to track our conversions, bring you advertising off the Site, and provide you with additional functionality, such as the ability to connect our Site with your social media account.
• App Technologies, which are technologies included in our apps that are not browser-based like cookies and cannot be controlled by browser settings. For example, our apps may include SDKs, which is code that sends information about your use to a server. These SDKs allow us to track our conversions, bring you advertising both on and off the Site, and provide you with additional functionality.

For further information on how we use tracking technologies for analytics and advertising, and your rights and choices regarding them, see the “Analytics and Advertising” and “Your Rights and Choices” sections below.

C. Information from Other Sources

We also collect information from other sources. The categories of sources from which we collect information include:

• Data brokers from which we purchase data to supplement the data we collect.
• Other entities with which you interact in order to use the Site. For example, we collect information from the Plaid service in order to assist you with establishing your retirement account(s) with the requested financial institution. This requires that you use Plaid to link your financial account to Plaid, in order to send your financial information to the Site. We strongly encourage you to review Plaid’s privacy policy. We are not responsible for Plaid’s privacy practices. Plaid will provide the Site with an access token related to your financial information to facilitate the services requested by you.
• Social networks with which you interact.
• Partners that offer co-branded services, products, or programs.
• Publicly available sources, including data in the public domain.

USE OF INFORMATION

We collect and use information for business and commercial purposes in accordance with the practices described in this Privacy Policy. Our business purposes for collecting and using information include:

• Operating and managing our Site.
• Performing services requested by you, such as helping facilitate any transactions where we act as an agent on your behalf, responding to your comments, questions, and requests, and providing customer service.
• Sending you technical notices, updates, security alerts, information regarding changes to our policies, and support and administrative messages.
• Preventing and addressing fraud, breach of policies or terms, and threats or harm.
• Monitoring and analyzing trends, usage, and activities.
• Conducting research, including focus groups and surveys.
• Improving the Site and other Rollover Boost websites, apps, marketing efforts, products, and services.
• Developing and sending newsletters, advertising, direct marketing, and communications about our and other entities’ products, offers, promotions, rewards, events, and services.
• Conducting promotions, including verifying your eligibility and delivering prizes connected with your entries.
• Fulfilling any other purpose at your direction.
• With notice to you and your consent.

Notwithstanding the above, we may use information that does not identify you (including information that has been aggregated or de-identified) for any purpose except as prohibited by applicable law. For information on your rights and choices regarding how we use information about you, please see the “Your Rights and Choices” section below.