Information We Collect

Information we receive from you

The personal information that we receive about you depends on the context of your interactions with Iota, how you configure your account and the choices that you make, including your privacy settings. Personal information that we receive from you may also depend upon what services, functionalities, or experiences you use, your location and applicable law.

This Privacy Statement describes our privacy practices when we process:

  1. Creating an account. We collect information when you (or your organization) create an account, interact with the Iota Platform or activate a subscription. Personal information may include your name, address, phone number and email, country, profile photo, billing information (your payment information), usernames and credentials.

  2. When a business provides it. We collect information when a business you interact with provides us with information about you (for example, when you are a customer contact), including information such as your name, email address and telephone number.

  3. Identification information. We collect information to verify your identity, including your name, social security number, social insurance number, driver’s license numbers, government-issued identification details, for example to verify your identity in order to provide a credit report.

  4. Customer support, product research, training and feedback. We may collect personal information such as your name, email address, telephone number and any other personal information you choose to share when you reach out to us for support, give us feedback, participate in optional surveys, subscribe to marketing, attend our events, participate in product research or training or otherwise interact or communicate with us.

  5. Social and community content. We receive content you post on our social media pages and our community pages.

  6. Online behavioral data. We may automatically collect certain information about your use and interactions with our websites, customers’ websites or e-commerce stores, Platform, social media websites, and marketing campaigns that we or our customers organize, including device information (such as your IP address and unique device IDs), page view information and search results, links and if you are a customer contact, whether or not a campaign presented or sent to you using our offerings has been viewed, delivered, opened, clicked on, whether it has bounced or was treated as spam.

  7. Device information. We may collect information about your device such as Internet Protocol (“IP”) addresses, log information, error messages, device type, and unique device identifiers. For example, we may collect IP addresses from you as part of our sign in and security features.

  8. Business and financial information. We may receive information about your business, your finances, expenses, invoices, financial statements, details of your financial transactions, payroll details, payment details, tax return details, details about your customers or vendors or employees, income and wage information, and/or investment information.

  9. Third-party service content. We receive information about you when you sign into a third-party service with your account or when you connect your account to a third-party service. For example, you may choose to connect your account with your bank accounts or social media platforms. To sync your financial account information, we must access your financial account information.

  10. Usage information. We may collect information about your usage of the Platform, such as the pages you viewed, the services and features you used or interacted with, your browser type and details about any links or communications with which you interacted.

  11. Location information. Certain features in the Iota Platform may collect your precise location information, device motion information, or both, if you grant permission to do so in your device settings. For example, if you use our time-tracking service.

  12. Expert advice. The Iota Platform provides many opportunities for you to connect with live experts, including, for example, financial coaches and health coaches. When you interact with these experts, we may receive information about the questions you ask, the details of your accounts and the guidance provided to you.

  13. Camera and contacts. Certain features may have access to your camera and contacts if you grant permission in your device settings.

  14. Information from cookies and other technologies. Iota and our service providers may use commonly used tools such as cookies, web beacons, pixels, local shared objects and similar technologies (collectively “cookies”) to collect information about you (“Cookie Information”) so we can provide the experiences you request, recognize your visit, track your interactions, and improve your and other customers’ experience. You have control over some of the information we collect from Cookies and how we use it. For full details on how we use cookies and similar technologies please see our Iota Cookies Policy.

  15. Information stored locally. Some of our web-enabled desktop services and offerings synchronize with the information on your computer. In doing so, we may collect information such as device information, product usage, and error reports. We may also store personal information locally on your device.
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