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Gridline GLBA Notice

Last Updated: June 25, 2025

FACTS
WHAT DOES GRIDLINE
DO WITH YOUR PERSONAL INFORMATION?
This notice applies to any Gridline customer with a registered account (“Registered Users”) with respect to their use of the Services.
Please see our Privacy Policy for information about Gridline’s other collection and use of personal information.
Why?
Financial companies choose how they share your 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.
What?
In order to create an account on the Services, Registered Users must provide their:
  • Name
  • Date of birth
  • Social security number
  • Postal address
  • Email address
  • Phone number

Registered Users must also choose to provide additional information about their investment profile, such as income level and net worth, investment amounts and return expectations, investment experience and goals, and areas of investment interest.

Registered Users who use our Services to make an investment in our offerings will also be asked to provide certain financial data, including their:
  • Bank account number and bank routing number
  • Payment information
  • Tax Information
  • Entity information & beneficial owners
  • Other information relating to or needed to complete the investment
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons Gridline chooses to share its customers’ personal information, and whether you can limit this sharing.
Reason we can share your personal information
Does Gridline share?
Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes
No
For our marketing purposes – to offer our products and services to you
Yes
Yes
For joint marketing with other financial companies
No
We do not share
For our affiliates’ everyday business purposes – information about your transactions and experiences
Yes
No
For our affiliates’ everyday business purposes – information about your creditworthiness
No
We do not share
For affiliates to market to you
No
We do not share
For nonaffiliates to market to you
No
We do not share
To limit our sharing
Questions?
Who we are
Who is providing this notice?
This privacy policy is being provided by Gridline Holdings, Inc., and its affiliates, including certain affiliates that are registered investment advisers.
What we do
How does Gridline protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with applicable law. These measures include computer safeguards and secured files and buildings.

We use encryption in the transmittal of your sensitive personal information between your systems and ours, as well as at rest, and we use firewalls.
How does Gridline collect my personal information?
We collect your personal information, for example, when you
  • Sign up as a Registered User
  • Make an investment in our offerings
  • Communicate with us through your account
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 nonaffiliates 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 law.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include Gridline Advisors, LLC and other entities under common control of Gridline Holdings, Inc.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • Nonaffiliates we share with include our third-party service providers
Joint marketing
Gridline does not have agreements with nonaffiliated financial companies to market financial products or services to you.
Other important information
NV: If you are consumer with a Nevada mailing address, and you prefer not to receive marketing calls from us, you may be placed on our internal Do Not Call List by contacting us at (470) 795-0282. You may also contact the Nevada Attorney General's office: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; telephone number: 1-702-486-3132; email BCPINFO@ag.state.nv.us or AgInfo@ag.nv.gov.

VT: If you are a consumer with a Vermont mailing address, we will not share information we collect about you with companies outside of Gridline, unless the law allows. For example, we may share information with your consent, to service your accounts, or under joint marketing agreements with other financial institutions with which we have joint marketing agreements. We will not share information about your creditworthiness within our corporate family except with your consent, but we may share information about our transactions or experiences with you within our corporate family without your consent.

CA: If you are a consumer with a California mailing address, we will not share information we collect about you with companies outside of Gridline, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits to which you are entitled.

TX: Texas residents have the right to access, correct, delete, and obtain a copy of their personal data, and to opt out of the sale of personal data and targeted advertising. To exercise these rights, contact info@gridline.co or (470) 795-0282.

If you are a resident of a state with specific privacy rights not listed here, please contact us for more information about your rights under applicable law.