Last updated: January 2025
Optimal Fund Reserve ("we", "us", "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose and safeguard your information when you visit our website or use our services.
Information We Collect
We collect information you provide directly — including name, email address, phone number, date of birth, financial information and any details you share in consultations. We also automatically collect certain technical data including IP address, browser type and device information via cookies.
How We Use Your Information
- To provide and maintain our financial services
- To process loan applications, insurance quotes and investment accounts
- To communicate with you about your account and our services
- To comply with legal and regulatory obligations
- To improve our website, services and client experience
Information Sharing
We do not sell your personal information. We share information only with service providers who help us deliver our services (e.g., credit bureaus, insurance carriers, custodians), with regulatory bodies when required by law, and with your explicit consent.
Data Security
We employ bank-grade security measures including 256-bit AES encryption, TLS 1.3 transport encryption, multi-factor authentication, SOC 2 Type II infrastructure and annual third-party penetration testing. Despite these measures, no method of transmission over the Internet is 100% secure.
Your Rights
You have the right to access, correct or delete your personal information, opt out of marketing communications, and request a copy of your data. To exercise these rights, contact us at info@optimalfundreserve.info or call (615) 373-2320.
Contact Us
For privacy questions or requests, write to: Optimal Fund Reserve, 1 State Farm Pl, Bloomington, Illinois 61710, USA, or email info@optimalfundreserve.info.