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TRUSTe Certified
Website Privacy Policy
Welcome Funds has been awarded TRUSTe's Privacy Seal by generating a privacy policy that properly outlines how we collect and use the data that you provide, as well as your options regarding accessing and updating this information. Please see below for the full Privacy Policy.

Privacy Policy


Effective Date: 08/31/2016

This privacy policy applies to www.welcomefunds.com owned and operated by Welcome Funds Inc. (below as "WFI", "We", "Us"). This privacy policy describes how WFI collects and uses the personal information you provide on our web site, www.welcomefunds.com. It also describes the choices available to you regarding our use of your personal information and how you can access and update this information.

Welcome Funds, Inc. has received TRUSTe’s Privacy Seal signifying that this Privacy Policy and our practices have been reviewed for compliance with the TRUSTe program. In order to view our relationship with TRUSTe please visit the validation page visible by clicking on the TRUSTe seal. The TRUSTe program covers only information that is collected through this Web site, www.welcomefunds.com and does not cover information that may be collected offline or by third party affiliates. If you have questions or complaints regarding our privacy policy or practices, please contact us at info@welcomefunds.com. If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact TRUSTe at https://feedback-form.truste.com/watchdog/request.

1. Information Collection and Use

We collect the following personal information from you on our website:

  • Contact Information such as name, email address, mailing address, phone number
  • Medical Information such as health history and medical conditions
  • Demographic information such as age, gender, marital status and zip code
  • If you are interested in joining our network of advisors, information about your business such as company name and business type

We use this information to:

  • Process your qualification status
  • Fulfill your requests
  • Send you requested service information
  • Respond to customer service requests
  • Send you a newsletter, if opted for
  • Improve our Web site and marketing efforts
  • Conduct research and analysis
  • Display content based upon your interests

2. Information Sharing

We will share your personal information with third parties only in the ways that are described in this privacy policy.

Service Providers

We may provide your personal information to companies that provide services to help us with our business activities such as hosting our Web site and sending emails. These companies are authorized to use your personal information only as necessary to provide these services to us and are contractually obligated to keep your information confidential.

Legal Disclaimer

We may also disclose your personal information:

  • as required by law, such as to comply with a subpoena, bankruptcy proceedings or similar legal process
  • when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request,
  • if WFI is involved in a merger, acquisition, or sale of all or a portion of its assets, you will be notified via email and/or a prominent notice on our Web site of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information,
  • to any other third party with your prior consent to do so

3. User Access and Choice

If your personal information changes, you may ask to have it corrected, updated, amended or removed by emailing our Customer Support at info@welcomefunds.com or by contacting us by telephone or postal mail at the contact information listed below. If you no longer desire our service, please contact us directly. We will respond to your request within 30 days.

We will retain your information for as long as needed to provide you services. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

Opt-out Preferences

If you wish to subscribe to our newsletter, we will use your name and email address to send the newsletter to you. Out of respect for your privacy, you may choose to stop receiving our newsletter or marketing emails by following the unsubscribe instructions included in these emails or you can contact us at info@welcomefunds.com

4. Tracking Technologies / Cookies

Technologies such as: cookies, beacons, tags and scripts are used by WFI and our partners, affiliates, or analytics or service providers such as Google Analytics and Better Business Bureau. These technologies are used in analyzing trends, administering the site, tracking users' movements around the site and to gather demographic information about our user base as a whole.

A cookie is a small text file that is stored on a user's computer for record-keeping purposes. We use cookies on this site. However, we do not link the information we store in cookies to any personally identifiable information you submit while on our site.

We use both session ID cookies and persistent cookies. A session ID cookie expires when you close your browser. A persistent cookie remains on your hard drive for an extended period of time. These cookies are deployed to help streamline the use of our Web site and remember certain information about you to make navigation easier. You can remove persistent cookies by following directions provided in your Internet browser's "help" directory. If you reject cookies, you may still use our site, but your ability to use some areas of our site, such as filling out forms, will be limited.

We use Local Storage Objects (LSOs) such as HTML5 to store [content information and preferences.] Various browsers may offer their own management tools for removing HTML5 LSOs.

Analytics / Log Files

As is true of most web sites, we gather certain information automatically and store it in log files. This information includes internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and clickstream data. We use this information, which does not identify individual users, to analyze trends, to administer the site, to track users' movements around the site and to gather demographic information about our user base as a whole. We do not link this automatically-collected data to personally identifiable information.

Behavioral Targeting / Re-Targeting

We partner with a third party ad network to either display advertising on our Web site or to manage our advertising on other sites. Our ad network partner uses cookies and Web beacons to collect non-personally identifiable information about your activities on this and other Web sites to provide you targeted advertising based upon your interests. If you wish to not have this information used for the purpose of serving you targeted ads, you may opt-out by clicking Here. Please note this does not opt you out of being served advertising. You will continue to receive generic ads.

5. Security

The security of your personal information is important to us. When you enter information on our online forms, we encrypt the transmission of that information using secure socket layer technology (SSL). We follow generally accepted standards to protect the personal information submitted to us, both during transmission and once we receive it. No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, we cannot guarantee its absolute security. If you have any questions about security on our Web site, you can contact us at info@welcomefunds.com

6. Additional Information

Links to 3rd Party Sites

Our Site includes links to other Web sites whose privacy practices may differ from those of WFI. If you submit personal information to any of those sites, your information is governed by their privacy policies. We encourage you to carefully read the privacy policy of any Web site you visit.

Changes To This Policy

We may update this privacy policy to reflect changes to our information practices. If we make any material changes we will notify you by email or by means of a notice on this Site prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.

7. Contact Us

Office Address:
6001 Broken Sound Pkwy
Suite 320
Boca Raton, FL 33487

Phone Numbers:
Toll-Free: 1-877-227-4484
Local Phone: 561-862-0244
Facsimile: 561-862-0242
Client Services - info@welcomefunds.com