Account Deletion and Data Retainment Policy

Account Deletion

You may delete your account and discontinue services from Wallace Finance Co. (“Wallace”) at any time. Below are the methods you may use to delete your account:

Deletion in the mobile application

Navigate to the “Account” tab on the right side of the navigation bar,

Scroll to the section labeled “System”, which is the furthest to the right

Tap the red “Delete Account” button and confirm the deletion.

Deletion through contacting Wallace

Email support@wallacefinance.io from the email address associated with your account

Request deletion of the account associated with the email,

Wait for a response from a Wallace representative, usually 1-2 business days,

Confirm your identity with a Wallace representative to confirm account deletion.

If you are unable to access your account, unable to access the email associated with your account, or have an issue with identity verification, email support@wallacefinance.io from any email address. A Wallace representative will work with you to complete the account deletion.

Data Retention

Wallace is a SEC regulated Registered Investment Advisor (“RIA”) and is required to maintain certain user/client data, even upon account deletion. Information such as transactional data and identity verification data may be kept for a period of up to 7 years in accordance with applicable law. You can learn more about data retention requirements through government websites and other sources such as here: https://www.nasaa.org/industry-resources/investment advisers/resources/compliance-matters-record-keeping-preparation-for-a-regulatory examination/.

Wallace does not sell your data and does not share any data with unnecessary third parties. Please refer to our Privacy Policy (https://www.wallacefinance.io/legal/privacy-policy) and Terms of Use (https://www.wallacefinance.io/legal/terms-of-use) for more information.

If you have any questions about the data we retain, or want to request that we delete certain data, please email us at Support@WallaceFinance.io.

General Information
Wallace Finance Co. (“Wallace”) is an SEC registered investment adviser. By using this website and mobile application, you accept our Terms of Use and our Privacy Policy. Wallace’s investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Wallace does not provide tax advice and investors are encouraged to consult with their personal tax advisors.

Investment Risk Disclosure
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. A balanced portfolio requires different investment strategies which Wallace does not individually recommend. Investment strategies and allocations are selected by Wallace clients. Wallace does not have discretion to invest client funds on their behalf.

Brokerage Services & Fees
Brokerage services will be provided to Wallace clients through Alpaca Securities, LLC (“Alpaca”) which is an SEC-registered broker-dealers and members FINRA/SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org. Although trading occurs free of commission, relevant SEC & FINRA fees may apply. Please visit Commissions and Fees for our full fee schedule.

Platform Services
Software platform services will be provided by Wallace through its mobile and web software application configured to assist Wallace clients in structuring of investing strategies and the automatic purchases of securities. Included in the Wallace platform are patent pending allocation systems and AI-enabled research and structuring tools.

Contact Information
Any investment advisor, trade related, brokerage questions, or questions regarding the functionality or use of the Wallace platform shall be communicated to support@wallacefinance.io.

Illustrative Content Disclosure
All corporate logos and prices are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.

Account Deletion and Data Retainment Policy

Account Deletion

Data Retention

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