Privacy Policy

Effective Date: July 29, 2026

OPTIVEST ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our website, products, and services.

By accessing our website or using any OPTIVEST service, you agree to the practices described in this Privacy Policy.

Information We Collect

Depending on the services you use, we may collect:

Personal Information

  • Name
  • Email address
  • Mobile number
  • Company name (if applicable)
  • Billing information
  • Communication preferences

Account Information

For services such as AutoTradeBot and SmartBell, we may collect:

  • Login credentials (encrypted where applicable)
  • Subscription information
  • Product preferences
  • Usage settings

Technical Information

  • IP address
  • Browser type
  • Device information
  • Operating system
  • Time zone
  • Cookies
  • Session identifiers

Product Usage Information

To improve our services, we may collect information such as:

  • Login activity
  • Error reports
  • Feature usage
  • Performance statistics
  • Visitor logs (SmartBell)
  • Trading configuration settings (AutoTradeBot)

We do not monitor or modify your trading decisions.

Broker Credentials

For AutoTradeBot:

  • We do not request your broker password.
  • Authentication is performed through the broker's approved authentication mechanisms.
  • API credentials are handled securely according to the application's implementation.

How We Use Information

We use your information to:

  • Provide our services
  • Authenticate users
  • Process subscriptions
  • Respond to support requests
  • Improve platform performance
  • Detect fraud or misuse
  • Comply with legal obligations
  • Communicate important product updates

Website Chat Assistant

Our website provides an AI-powered chat assistant. Messages you type are processed by our AI service provider to generate a response.

If — and only if — you tick the optional consent checkbox in the chat window, a copy of that conversation (your messages, the assistant's replies, the page you were on and the time the chat started) is emailed to info@theoptivest.com. We use these transcripts to respond to enquiries and to improve the accuracy of the assistant.

  • Consent is off by default; without it no transcript is sent.
  • Your choice is remembered in your browser and can be changed at any time by unticking the box.
  • Please do not enter passwords, broker credentials or other sensitive data in the chat.
  • You may request deletion of a transcript by emailing info@theoptivest.com.

Cookies

We may use cookies to:

  • Keep you signed in
  • Remember preferences
  • Improve performance
  • Analyze website usage
  • Enhance security

Users may disable cookies through their browser settings, although some features may not function properly.

Sharing Information

We do not sell your personal information.

We may share information only when:

  • Required by law
  • Necessary to provide a requested service (such as payment processing or cloud hosting)
  • Protecting our legal rights
  • With your consent

Data Security

We implement reasonable technical and organizational safeguards to help protect personal information. While we strive to protect your data, no system connected to the internet can guarantee absolute security.

Data Retention

We retain information only as long as necessary to:

  • Provide services
  • Meet legal obligations
  • Resolve disputes
  • Maintain business records

Third-Party Services

Our website or products may integrate with third-party services including:

  • Broker platforms
  • Payment providers
  • Email services
  • Cloud hosting providers
  • Analytics services

Each third party is governed by its own privacy practices.

Your Rights

Subject to applicable law, you may request to:

  • Access your personal information
  • Correct inaccurate information
  • Delete eligible information
  • Withdraw consent where applicable
  • Contact us regarding privacy concerns

Children's Privacy

Our services are not intended for individuals under 18 years of age.

Changes to this Policy

We may update this Privacy Policy periodically. The revised version will be published on this page with an updated effective date.

Contact

For privacy-related enquiries:

Email: info@theoptivest.com