{"type":"privacy_policy","title":"AdvisorIQ privacy policy","lead":"As of Oct 6, 2026, AdvisorIQ sets one first-party cookie, shares a registrant's details only with the sponsor of the session they register for, and uses 3 service providers: Cloudflare, Resend and Anthropic.","as_of":"2026-10-06","facts":{"last_updated":"2026-10-06","account_data_held_by":"AdvisorIQ's identity service, a separate system operated for the IQ Network","account_fields":["your email address and name","your firm, title and phone number","your city, state and zip code","your channel (for example RIA, hybrid or broker-dealer)","your CRD number, if you give it","your answers to the ten profile questions asked when you register for a session, about your role, firm and practice","whether you turned on \"Do not share my details with sponsors\""],"sign_in":"One-time link sent by email; no password stored","crd_matching":"Matched against the SEC's public Investment Adviser Public Disclosure data (https://adviserinfo.sec.gov/); no match is recorded as self-reported","ce_records":["your designations, reporting-cycle dates and the states where you are registered as an investment adviser representative","your CFP Board ID, Investments & Wealth Institute ID or CFA Institute member number, if you give them, so credit can be reported to those bodies","each credit you record: provider, program, date, hours and credit categories","certificates you upload. Files are stored privately and are available only to you when signed in"],"certificate_reading":"Uploaded certificates are read by an AI model provided by Anthropic; the advisor confirms the details before a credit counts","collected_at_registration":"When you register for a session or a sponsored replay, we collect your contact and firm details and your answers to ten questions about your practice.","sponsor_sharing":"Registering for a sponsored session, live or its replay, shares your contact details (name, email, phone, title, firm, location and CRD), those answers, and your attendance and CE credit for that session with that session's sponsor, and no other company.","privacy_choices":"\"Do not share my details with sponsors\", an account setting at https://advisoriq.com/account/privacy/: the advisor still registers and earns CE, and is left out of sponsor lists","outreach_list":"Your account also puts you on AdvisorIQ's own email list for sessions, CE deadlines and research, which we never share with sponsors and you can leave from any email.","anonymous_profiling":"We keep a copy of each registration's answers without your name, email or CRD, and look at it only in totals.","cookies":[{"name":"aiq_session","purpose":"keeps you signed in","set":"only when you sign in","max_days":30}],"bot_check":"Cloudflare Turnstile on forms","service_providers":[{"name":"Cloudflare","purpose":"hosting, databases, file storage and Turnstile"},{"name":"Resend","purpose":"email delivery"},{"name":"Anthropic","purpose":"reading uploaded certificates"}],"sells_advisor_lists":false},"related":[{"title":"Editorial standards","url":"https://advisoriq.com/standards/"},{"title":"Terms of use","url":"https://advisoriq.com/terms/"},{"title":"Your account","url":"https://advisoriq.com/account/"},{"title":"For asset managers","url":"https://advisoriq.com/sponsors/"}],"url":"https://advisoriq.com/privacy/","citation":"AdvisorIQ, as of 2026-10-06. https://advisoriq.com/privacy/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}