U.S. Consumer Privacy Notice

Last updated: March 2022



The types of personal information we collect and share depend on the Services you utilize with us. This information may include:

  • Account balance(s) with brokerage firm(s) and transaction history
  • Investment portfolio assets
  • Investment experience
  • Information listed in the Privacy Policy


Companies may choose how they share certain personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.


We need to share certain of our customers’ personal information as part of our business model. In the table below, we list the reasons why we choose to share our customers’ personal information and whether you can limit this sharing.

Reasons we may share your personal informationDoes Civex share?Can you limit this sharing?
For our everyday business purposesYESNO
For our marketing purposesYESNO
For Joint Marketing with other companiesYESNO
For Non-Affiliates to market to youNON/A

For Questions: Call (860) 631-3108 for assistance 9am to 5pm eastern time.

Please note: If you are a new customer, we can begin sharing your information as soon as the same day that you register for an account.  When you are no longer our customer, we continue to share your information as described in this notice.

Who is Providing This Notice?     Civex LLC.

What We Do

How does Civex protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law and applicable state laws. These measures include computer safeguards and secured files and buildings. To learn more about security at Civex, please visit www.civex.io.

How does Civex collect my personal information?

We collect your personal information, for example, when you (i) open an account; (ii) provide us financial information; or (iii) tell us about your investment portfolio. We also may collect your personal information from other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for Affiliates’ everyday business purposes—information about your creditworthiness.
  • Affiliates from using your information to market to you.
  • Sharing for Non-Affiliates to market to you.

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state laws.


Affiliates: Companies related by common ownership or control.

Currently, Civex does not have any Affiliates.

Non-Affiliates: Companies not related by common ownership or control. Civex shares certain of your personal information with Non-Affiliates.

Joint Marketing: A formal agreement between non-affiliated companies that together market certain products or services to you. Civex engages in Joint Marketing with companies.

Other Important Information

Civex LLC is organized under the laws of the State of Delaware. Any consumer wishing to file a complaint against Civex should contact the Secretary of State of the State of Delaware, Division of Corporations through one of the means indicated below:

  • In Person or by Mail: John G. Townsend Bldg., 401 Federal Street, Suite 4, Dover, DE 19901
  • Telephone: (302) 739-3073
  • Email: corp@delaware.gov 
  • Website: corp.delaware.gov 

California Residents: Please go to www.civex.io to learn more about our Privacy Policy for California residents.

Vermont Residents: In accordance with Vermont law, we will not share information we collect about Vermont residents with companies outside of our corporate family, except as permitted by law, such as with your consent or to service your accounts.

To learn more about our Online Privacy & Tracking practices, please go to www.civex.io

This Notice does not apply to residents outside the United States.

©2022 Civex LLC