Privacy Policy

Privacy Matters

Moneyskope’s number one priority is your trust. Your privacy is essential to earning and keeping that trust. To that end, we will never sell or rent your information, and we will work hard to protect your personal information and ensure your information is kept private and secure.

Our privacy policy (the "Privacy Policy") describes the information Moneyskope, LLC ("Moneyskope," "we," "us," or "our") collects when you register for, use, access, or otherwise interact with any of our applications, products, or services (collectively, the "Services"), why we collect it, how we use and share the information that we collect and receive, and the choices we offer.

Information We Collect and Why

Visitor Information

We collect various types of anonymous information about visitors to Moneyskope, such as device-related information (including browser type and IP address) and server log information (including the date and time of day of your visit, average time spent on the Moneyskope site, browsing activity, and any site that referred you to Moneyskope). We also collect information that you input into our website, e.g., by beginning the account application process or by commenting on the Moneyskope 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 Moneyskope service.

Client Information

When you register for an account with Moneyskope or use our Services, we may ask you to provide us with certain information such as: (1) information that could reasonably be used to identify you personally, such as your name, address, email address, date of birth, or phone number ("Personal Information"); and (2) other information such as your income, assets, or financial account information and credentials. We may also collect Personal Information or other information directly from you through various other forms and places throughout the Services or when you otherwise interact with us to provide or enhance our Services. If you do not wish to provide this information, you cannot become a Moneyskope client.

The Services are operated in the United States and intended for users located in the United States.

The Services are not intended for anyone under the age of 18. We do not knowingly collect any Personal Information from children younger than the age of 18. If you are a parent or guardian of a child under the age of 18 and believe he or she has disclosed Personal Information or other information to us, please contact us at [email protected] via email.

How We Use Your Personal Information

Moneyskope uses your personal information to provide financial advice and other financial services; enhance your customer experience; improve our products and features; provide customer support; open, operate, and maintain your account in accordance with US law; investigate and understand how Moneyskope is used; monitor and protect the security and integrity of Moneyskope; and better market and advertise Moneyskope’s services.

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 Moneyskope job openings that we think may be of interest to you. If you no longer wish to receive such marketing communications from Moneyskope, 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 Moneyskope, 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 You Can Access or Change Your Personal Information That We Have Collected

Once you have registered with Moneyskope, 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 [email protected].

Other Ways We Collect Information

Cookies and Pixels

Cookies are small pieces of data that are stored on your computer, mobile phone or any other device 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 customize Moneyskope and improve your experience with the site. Cookies store anonymous information, such as whether you viewed the site from your mobile device. We may store some personal information in a cookie and/or pixel, such as the site that you visited immediately prior to visiting Moneyskope and relevant financial information that allows us to enhance your user experience and for marketing purposes. Additionally, we may use a cookie and/or pixel that only stores anonymous information to track visitors across websites or devices to better customize our marketing and advertising campaigns.

Cookies, pixels, and similar technologies are not required for site functionality. You are not required to accept any cookies or pixels to use this site. However, refusing to accept cookies or pixels will make the use of Moneyskope more cumbersome and less accessible.

Analytics Services

We use third-party analytics tools, including “Google Analytics” (such tools collectively referred to as “Analytics Services”) to collect information about the usage of this site. The Analytics Services collect information about how often users visit this site, what pages they visit when they do so, and what other sites they used prior to coming to this site, among other information. We use the information we get from these Analytics Services to improve this site.

These Analytics Services collect the IP address assigned to you on the date you visit this site, along with other anonymized information (e.g., browser type and type of device used to visit the site), but not your name or other personally identifiable information. The Analytics Services’ ability to use and share information about your visits to this site is restricted by their terms of use and privacy policies. We do not combine the information collected through the use of Google Analytics with personally identifiable information.

You can prevent Google Analytics from recognizing you on return visits to this site by disabling cookies on your browser. You can opt-out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on.

Other Important Information

How You Accept This Policy

By using and continuing to use the Moneyskope websites, mobile apps 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

We 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 Moneyskope privacy policy.


Our 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 Moneyskope and/or provided us with personally identifiable information, please contact us at [email protected]. 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 California Resident

California law permits Users and Clients who are California residents to request and obtain from us once a year, free of charge, a list of the third-parties to whom we have disclosed their Personal Information (if any) for their direct marketing purposes in the prior calendar year, as well as the type of Personal Information disclosed to those parties. Moneyskope does not share Personal Information with third-parties for their own marketing purposes.

The California Consumer Privacy Act permits certain Users (users of our financial planning services who have shown no indication of becoming a Client) who are California residents to request and obtain from us twice a year, free of charge, information related to Personal Information we have collected in the 12 months preceding the request. The California Consumer Privacy Act also gives Users the right to request permanent deletion of Personal Information, which Users can do by following the procedure above.

Moneyskope does not sell your data. Moneyskope only discloses Personal Information to unaffiliated Third Parties as set forth in this Policy. You have the right to request information from us regarding whether we share certain categories of your Personal Information with third parties for Moneyskope’s marketing purposes. To the extent we share your Personal Information in this way, you may request information related to (i) the categories of information we disclosed to third parties for such purpose during the 12 months and (ii) the names and addresses of third parties that received such information.

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 [email protected]. Please note, however, that we will not be able to provide you with services through Moneyskope without the ability to share this financial information.

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.


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

Conshohocken, PA
[email protected]

Last Amended Date: July 30th, 2020