Privacy Policy

FACTS: What does SageTrader, LLC do with your 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 to understand what we do.

What? The types of personal information we collect and share depend on the product or service(s) you have with us. This information may include: social security numbers, account balances, income, wire information, financial account numbers, and employment information.

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 SageTrader, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does SageTrader, LLC share?

Can you limit this sharing?

For your everyday business purposes, such as processing your transactions, maintaining your account(s), responding to court orders and legal investigations, or reporting to credit bureaus.



For our marketing purposes: to offer our products and services to you.



For joint marketing with other financial companies.



For our affiliates' everyday business purposes: information about your transactions and experiences.



For affiliates' everyday business purposes: information about your credit.



For non-affiliates to market to you.



Who we are:

Who is providing this notice?

SageTrader, LLC

What do we do?

How does SageTrader, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does SageTrader, LLC collect my personal information?

We collect your personal information when you, for example, open an account, buy or sell securities, make a deposit or withdrawal, or disclose the applicable information.

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. Please refer to your applicable state laws.



Companies related by common ownership or control. They can be financial and non-financial companies. Currently, our only affiliate is:

  • TraderPro Securities


Companies not related by common ownership or control. They can be financial and non-financial companies.

SageTrader, LLC does not share information with non-affiliates except for clearing firms, executing brokers, and technology vendors for everyday business purposes.

Joint Marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

SageTrader does not have joint marketing agreements in place.

Any questions? Please call (415) 994-8900, email , or visit .