How We Share Your Information

We may share your information in the following circumstances:

With your consent. In accordance with our Data Stewardship Principles, except for as outlined below, we only share your information with third parties when you have directed us to do so.

When you connect with an Iota Platform partner. You may be provided with offers, products, and services from Platform Partners. If you choose to interact with a Platform Partner, apply for their services or offerings or otherwise link or sync your account to a Platform Partner’s product or service, you consent and direct Iota to share your information, including personal information, to the Platform Partner providing the service or offering. For example, when we send your personal information to partners in order to generate offers for you to review, when we send your application information directly to our partners, or when we send you to the partner’s site for you to provide the information directly to them.

In some cases, if you click through to go to a Platform Partner’s site, you will automatically be sending your personal information to that Platform Partner. When this happens, you will still have to submit your application on the Platform Partner’s site. Remember that any information you provide to a Platform Partner, whether through us or on your own, will be subject to their privacy practices and terms and conditions.

For certain product features. We may use third party API services, such as YouTube and Twilio, for certain product features. If you choose to use those features, you acknowledge and agree that you are also bound by the third party’s privacy policy, such as Google’s Privacy Policy for YouTube API services. You may manage your YouTube API data by visiting Google’s security settings page at https://security.google.com/settings/security/permissions. For more information about Twilio’s privacy practices, please visit https://www.twilio.com/legal/privacy.

When you connect to your social media account. Some of our features enable you to connect to a social media account or share information on social media platforms, like Facebook and Twitter. Any information you choose to share on social media may potentially be visible to a global audience and will be subject to the social media provider’s privacy policies (not this Privacy Statement). You should take care only to share information on social media that you are comfortable sharing.

For research. With appropriate controls, we may share information with third-parties, such as academic institutions, government and non-profit organizations, for research purposes or to publish academic or policy-related materials. We only share information in a way that would not allow any individual to be identified.

For joint features, sales, promotions and events. We may share your information with third-parties companies who are jointly providing features, sales initiatives, promotions or events with us.

With financial services providers. In connection with our financial products, we may share personal information with collection agencies, credit bureaus and loan services providers, and payment card association members. We may also share your personal information with other companies, lawyers, credit bureaus, agents, government agencies, and card associations in connection with issues related to fraud, credit, defaults, or debt collection.

When you publicly post the information. We may provide opportunities for you to publicly post reviews, questions, comments, suggestions or other content, which may include personal information, such as your name or user name. Anything you share in a public forum is public, and you should think carefully before you decide to share.

With service providers or agents. We share personal information with our service providers or agents who provide services on our behalf for the purposes described in this Privacy Statement. Service providers or agents are required to implement reasonable privacy and information protection controls to maintain the privacy and security of information provided to them consistent with the privacy practices outlined in this Statement. Service providers or agents may include companies that assist us with our advertising, marketing and sales efforts, help us with our technology offerings (such as a hosting, security or anti-fraud providers) and help us run our business.

For mergers and acquisitions. If we are involved with a merger, asset sale, financing, liquidation, bankruptcy, or the acquisition of all or part of our business to another company, we may share your information with that company and its advisors before and after the transaction date.

No sale of personal information to third parties. We do not and will not sell personal information to third parties. We do share personal information with third parties for the business purposes described in this Statement.

With our affiliates and subsidiaries and your right to limit information sharing. We may share your information with our affiliates and subsidiaries for everyday business purposes as described in this Statement, including for marketing purposes, for improving and developing our offerings and for personalizing your experience on our Platform. Certain laws may provide you with the right to limit our information sharing activities in certain circumstances.

Cookies and other tracking technologies. You can find information on changing your browser settings to opt-out of cookies in your browser settings. In certain countries, you may also be able to make changes to your cookies settings by using our cookie preferences tool. If you disable some or all of the cookies the service, or parts of the service may not work. For more information, please see Iota’s Cookies Policy.

For advertising and analytics. Iota may use advertising networks and other providers to display advertising on our Iota Platform or to manage our advertising on other sites. Our advertising partners may place cookies on unaffiliated websites in order to serve advertisements that may be relevant to you based on your browsing activities and interests and determine the effectiveness of such advertisements.

The Iota Platform is not currently configured to respond to browsers’ “Do Not Track” signals because at this time no formal “Do Not Track” standard has been adopted.

For legal reasons. We may share your information with third-parties for legal reasons without your consent, and as permitted by law, including:

  1. When we reasonably believe disclosure is required in order to comply with a subpoena, court order, or other applicable law, regulation or legal process.
  2. To protect the rights, property, or safety of Iota, TurboTax, the Iota Platform, our customers or others.
  3. To protect or defend against attacks.
  4. To enforce, remedy, or apply our Terms of Service or other agreements.
  5. To prevent fraud, cybersecurity attacks or illegal activity.
  6. For debt collection.
  7. With regulatory agencies, including government tax agencies, as necessary to help detect and combat fraud and/or protect our customers, users and/or the Iota Platform, or in required institutional risk control programs.
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