Privacy Policy

Effective Date: October 10, 2018

At Broker Sumo, we understand the importance of privacy and data security. This privacy policy identifies the types of information that we collect when you use the website, (the “Website”), and describes how we may use the information collected.

Please read this privacy policy carefully. By using this Website, you agree to this privacy policy. If you do not agree with the terms of this policy, you should not use the Website. This policy may change from time to time. Your continued use of this Website after we make changes to the policy is deemed to be acceptance of those changes, so please check the policy periodically for updates.

Information Collected
When you register on the Website, we ask for information such as your name, company name, telephone number, email address, billing address, and credit card information. We also ask you to create a username and a password.

We use this collected information for the following general purposes: providing products and services, billing, user identification and authentication, improving our services, account management, and research.

If you choose to use our Dwolla, our partner application for ACH transfers, then date of birth, social security number, and bank account information will also need to be collected.

Information Sharing

We will not share or sell the collected information to other organizations or third parties for commercial purposes, except when necessary to provide our products and services to you, or when we have your express permission, or under the following circumstances:

- If it becomes necessary to share information in order to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, or as otherwise required by law.

- If Broker Sumo is acquired by or merged with another company. In this event, we will notify you before information is transferred and becomes subject to a different privacy policy.

Data Storage

We use third-party vendors and partners to provide the necessary hardware, software, networking, storage, and related technology required to run our service. Although we own the code, databases, and all rights to the Broker Sumo application, you retain all rights to your data.

We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration and disclosure. We encrypt all information relating to payment transactions using SSL technology.

The safety and security of your information also depends on you. Please keep your username and password confidential.

Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Website. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Website.


A cookie is a small amount of data, which often includes an anonymous unique identifier that is sent to your browser from a website's computer and stored on your computer's hard drive. Cookies are required to use Broker Sumo.

We use cookies to record current session information. You are required to sign in to your Broker Sumo account after a certain period of time has elapsed to protect you against others accidentally accessing your account contents.

Client uses Plaid Technologies, Inc. (“Plaid”) to gather End User’s data from financial institutions. By using our service, you grant Client and Plaid the right, power, and authority to act on your behalf to access and transmit your personal and financial information from the relevant financial institution. You agree to your personal and financial information being transferred, stored, and processed by Plaid in accordance with the Plaid Privacy Policy.


Any questions about this Privacy Policy should be addressed to [email protected]