Legal
Cookie Policy
How the Investor Services website uses cookies and similar technologies, and your choices.
1. About this policy
This Cookie Policy explains how Investor Services uses cookies and similar technologies on the Services and how you can control them. It supplements our Privacy Policy.
2. What cookies are
Cookies are small text files placed on your device. “Similar technologies” include local storage, pixels, and SDKs. Cookies may be “session” (deleted when you close your browser) or “persistent” (remaining until they expire or are deleted), and “first-party” or “third-party.”
3. Categories we use
Strictly necessary — required for the site to function and to keep it secure; these cannot be switched off. Functional — remember preferences (for example, dismissing a notice). Analytics — help us understand usage in aggregate to improve the site. We default to essential-only where feasible and do not use cookies for cross-context behavioral advertising.
4. Cookie details
We use a small number of first-party cookies for security and to remember preferences, and, where enabled, privacy-respecting analytics cookies. We do not use cookies for advertising or cross-context behavioral tracking. A current list of the cookies in use — with provider, purpose, category, and duration — is available on request and through the on-site preference control.
5. Managing cookies
You can control cookies through your browser settings (blocking or deleting cookies) and, where offered, through an on-site preference control. Blocking some cookies may affect functionality. Where required, we present a consent banner and honor your choices.
6. Do Not Track and global signals
Because there is no common standard for “Do Not Track,” we respond to browser signals as described here; where required by law, we treat recognized opt-out preference signals as valid requests to opt out.
7. Changes and contact
We may update this policy with a new effective date. Questions: privacy@investorservices.com.
Educational only. This page is general information, not individualized investment, legal, or tax advice. Rules depend on your account type, transaction, tax year, and circumstances — consult a qualified professional.