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Privacy Notice

The Zacks SEC Compliance Services Group (a division of Zacks Investment Research, Inc.) provides the following privacy policy detailing our privacy practices regarding information we collect on our web site.

Types of Information We Collect. The information we collect includes:

  • Personal Information — information that provides information about you, and
  • Technical Information — information not linked to your identity such as information regarding your IP address.

The personal information we collect when you use the ZACKS INVESTMENT RESEARCH, INC. web site may include your name, mailing address, phone number, email address, employer, and job title. We request personal information when users submit an order form, use the Total Return Performance Graph application, participate in promotional activities, complete surveys, or correspond with us. 

When you visit the Zacks SEC Compliance Services Group web site or use the software, we also collect technical information such as the web site you visited prior to coming to our web site, the pages you visit on our web site, the website you use following ourss, the browser you use, your computer’s IP address, and any search terms entered on our web site. We do not connect this technical information with the personal information we collect from you.
1. Use. We use the information we collect to provide our customers with excellent, personalized service and a user-friendly experience when using our web site and software.

2. Disclosure to Third Parties. In general, we disclose customer information to third parties only for the following reasons:
  • to our third party providers when such information is contractually required.
    • These are never allowed to sell or redistribute your information.
  • to assist a government investigation, verification or similar purposes, if required by law, subpoena or court order, or otherwise necessary for fraud prevention, or as needed to enforce our terms and conditions.
  • under no circumstance do we provide account or personal information to unrelated third parties for the purpose of independent telemarketing or direct mail marketing of any products or services of those companies.
    • All client data is treated as strictly confidential.
    • Access to your information is limited within our organization.
3. Cookies. A "cookie" is a small data file transferred by a website to your computer's hard drive. We send cookies when you browse our web site, respond to online surveys, or request information. Accepting the cookies used on our web site does not give us access to your personal information. However cookies can be used to identify your computer.  You can refuse cookies or selectively accept certain cookies, by adjusting the preferences in your browser.
4. Links. Parts of our web site contain links to other websites for your convenience and information. Our Privacy Notice does not cover the information practices of these web sites.
6. Changes. Changes to this Privacy Notice will be posted here. Please check this page from time to time. You will be notified of any material changes we make to this Notice to allow you the option to not to have your information used or disclosed under the new policy.
We recognize the sensitive nature of personal and business financial information and take every precaution to protect our users privacy. Our servers and computers are protected by secure firewalls and all computers are kept to current operating systems. All data is maintained and backed-up on a regular schedule.
Contact Us. If you have any questions or concerns about our use of the data and information you provide us, please contact