Privacy Policy

Privacy Policy – EverestReserve

Thank you for using EverestReserve! This Privacy Policy (“Policy”) explains the types of personal information we collect from you when you access and use everestreserve.com or any of our related services and offerings (collectively, the “Service”), and how we collect, use, and protect that information. References to “we,” “us,” or “our” mean EverestReserve Inc. References to “you” or “your” mean any user of the Service.

Binding Agreement

Please read this Policy carefully. By accessing or using the Service, you agree to this Policy. If you do not agree with our policies and practices, you may not use the Service.

Changes to This Policy

We may update this Policy from time to time. Continued use of the Service after any changes indicates your acceptance of the updated Policy. The most current version will always be posted on the Service. We encourage you to check periodically for updates. In certain cases, we may notify you of material changes via email or in-service notifications.

Applicability

This Policy applies to personal information we collect on the Service. It does not apply to non-personal information or information collected by third parties. For this Policy, “personal information” means information that can directly or indirectly identify you.

Personal Information We Collect

1. Information You Provide

When you register for an account, we may collect:

• Name, address, email, and phone number

• Date of birth and government-issued ID

• Social security or national ID number

• Bank and employment information

• Financial documents for identity verification

You may also provide personal information when contacting support, subscribing to newsletters, or requesting invitations to the Service.

2. Information From Third Parties

To comply with legal obligations and prevent fraud, we may collect information from public databases or third-party verification providers, including:

• Name, address, and employment role

• Credit history and sanctions status

• Other relevant public or financial data

3. Automatically Collected Information

We may automatically collect:

• Device and browser information

• IP address and geolocation

• Usage data, including pages visited and links clicked

This helps us improve the Service and detect suspicious activity.

How We Use Personal Information

We use your information to:

• Provide and maintain your account and the Service

• Verify your identity for legal and regulatory compliance

• Detect and prevent fraud or illegal activity

• Notify you of Service updates and changes

• Offer products and services you request

• Understand user behavior to improve functionality

With your consent, we may also use your information for marketing and promotional communications.

How We Share Personal Information

We may share your information:

• With service providers for payment processing, marketing, identity verification, and support

• With banking partners for transaction processing

• With a buyer or successor during a merger, sale, or liquidation

• To prevent physical harm or financial loss, investigate illegal activity, or enforce Terms of Service

• With your explicit consent

We may also disclose anonymized, non-personal data without restriction.

Accessing and Correcting Your Information

You are responsible for providing accurate information. You can view or update some information via your account, though we reserve the right to reject inappropriate changes.

Data Security

We use industry-standard measures to protect your information, including encryption and restricted access. However, no online system is completely secure. You are responsible for maintaining the confidentiality of your account credentials.

Data Retention

We retain your information for the longer of:

• Five (5) years

• Required legal, compliance, or fraud prevention periods

• As needed by banking partners

Deleting your account does not automatically remove all retained information.

Automated Data Collection Technologies

We may use cookies, web beacons, and analytics to improve the Service, detect irregular activity, and customize your experience. You may disable cookies, though some features may become inaccessible.

We respect “Do Not Track” signals from browsers and limit unnecessary third-party analytics if you enable DNT.

Third-Party Services

Third-party services integrated with the Service (e.g., Plaid) follow their own privacy policies. By using the Service, you consent to these third parties accessing and processing your data according to their policies.

Restrictions on Use

• Children Under 13: The Service is not intended for children under 13. We do not knowingly collect information from minors.

• Use Outside the United States: If you access the Service from outside the U.S., you acknowledge that data may be stored, transferred, and processed in other countries, including the U.S.

Contact Us

For questions or concerns about this Policy, please contact us at:

Email: support@everestreserve.com
Address: Global Headquarters, North Park, San Diego, CA, USA