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Cookie Policy

Last updated 18 October 2026

This page lists the cookies and similar technologies Wealthnow uses, why we use them, and what you can do about them. Sign-in data keeps you signed in. Analytics, session recording, and advertising tools also run by default.

Contents
  1. 01.What cookies are
  2. 02.Why we use cookies
  3. 03.What we use
  4. 04.Your choices
  5. 05.Do Not Track and Global Privacy Control
  6. 06.Updates to this policy
  7. 07.Contact

01What cookies are

Cookies are small text files a website asks your browser to store on your device. The Service also uses related technologies, including your browser’s localStorage and sessionStorage, pixel tags, and scripts from analytics and advertising providers. Where this policy says “cookies,” it covers those too.

02Why we use cookies

We use cookies and similar technologies to:

  • keep you signed in across pages and reloads, and renew your session without asking for your password again;
  • remember your interface preferences (such as theme, sidebar state, and dismissed notices);
  • record how you use the Service, including session recordings, so we can see where people get stuck and fix what is broken;
  • measure our advertising with Meta and Google.

03What we use

Sign-in. These are required for the Service to work:

  • Session cookie (sessionId): an HTTP-only cookie that identifies your signed-in session.
  • Access and refresh tokens: kept in your browser’s local storage, not in a cookie, and sent with each request to prove you are signed in. The access token lasts 24 hours; the refresh token renews it and keeps you signed in for up to 30 days after its last renewal.

Preferences. Local storage remembers choices you make, such as theme, language, and notices you dismissed. Clearing it resets those choices.

Analytics and session recording. Our analytics provider records the pages you view, the features you use, clicks, and errors. It also records your sessions. A recording does not include what you type into password and credential fields, such as passwords, one-time codes, card numbers and security codes, and broker API keys and secrets. A value you submit from one of those fields can still appear in a recorded network request, as described below. Everything else is recorded: a recording can include everything else on your screen and everything else you type, including other form fields. Windows embedded from other companies, such as Plaid’s or Stripe’s forms, are not recorded. When the provider’s setting that captures network activity is on, a recording can also include the contents of requests and responses, except that the provider’s software removes sign-in headers and replaces request or response bodies containing words such as “password,” “token,” or “secret.” When you are signed in, this data is linked to your account ID, email address, name, and plan. Our Privacy Policy explains who can see it and how long it is kept.

Advertising (Meta and Google). The Meta Pixel loads on every page of the Service, including pages inside the app. It reports the pages you view and events such as signing up, viewing pricing, connecting a broker, starting checkout, and starting a subscription (with the plan’s price). When you are signed in, it also sends Meta a copy of your email address that your browser hashes first. The Google Ads tag loads with each full page load of wealthnow.io and tells Google that the page was loaded, for ad measurement and remarketing; it is not told about each screen you open inside the app. It also sends Google a conversion event when you sign up, connect a broker, or start a subscription or trial, with the plan’s price when you subscribe. When you arrive from an ad, we also keep the ad click identifier and attach it to your checkout.

Other third parties. When you open content from a third party inside the Service (for example, a broker’s or connection service’s sign-in screen, or our payment processor’s checkout), that third party may set its own cookies under its own policy.

04Your choices

We do not currently show a cookie consent banner. Analytics, session recording, and advertising tools run for every visitor by default.

Every modern browser lets you view, block, or delete cookies and site data, usually under “Settings” → “Privacy and security.” Doing so can stop some of the tools above, but not necessarily all of them. If you block local storage, you will not be able to stay signed in.

05Do Not Track and Global Privacy Control

Browsers can send a Do Not Track header or a Global Privacy Control (GPC) signal. The Service does not currently change what it collects or shares in response to either signal.

06Updates to this policy

We update this Cookie Policy when we add, remove, or change a tool it describes. Before a material change takes effect, we will give you at least 30 days’ advance notice by email and in the app, listing each change, unless the change stops a tool from collecting information. The “Last updated” date at the top shows the latest change.

07Contact

Questions about this Cookie Policy: support@wealthnow.io.

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Legal Disclaimer:
Wealthnow provides software that connects to, automates, and monitors the brokerage and wallet accounts you choose to link. Wealthnow does not take custody of your assets; orders are executed and settled at the venues you connect, and your funds remain in your own accounts. Any trades are placed only with your explicit authorization; Wealthnow executes the trades you approve and never trades on a discretionary basis.
General Disclaimer:
The general information on these public pages is provided for educational purposes. It is not investment, legal, tax, or accounting advice, and it does not take into account your personal objectives, financial situation, or needs. Features inside the app that use your connected accounts and investor profile work differently; our Disclosures explain how. Tax treatment depends on your individual circumstances and may change. Communications with Wealthnow may be recorded or monitored for quality and compliance.
Research:
Analysis, opinion, commentary, model output, and research published on these public pages is general information, not a recommendation to you to buy or sell any security or other asset. Consider whether an investment is suitable for you before acting. Hypothetical or illustrative performance has inherent limitations and is not a guarantee of future results.
Risk Warning:
Investing carries risk, including the possible loss of the money you invest. The value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable indicator of future results.
Availability:
Note: Wealthnow's products and certain marketplace strategies may not be available in every jurisdiction and are offered only where permitted by applicable law.
Trademarks:
Wealthnow and the Wealthnow logo are trademarks of Wealthnow. Other names and logos are the property of their respective owners.

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