Privacy Policy

This Privacy Policy explains how Prosper Wealth Solutions, LLC, doing business as My Prosper Team (“we,” “us,” or “the firm”), a registered investment adviser, collects, uses, and protects your information when you interact with us, use our client portal at crm.mptadvisors.com, or communicate with us by phone, email, or text message. We are committed to safeguarding the privacy and confidentiality of your personal information.

Information We Collect

We collect information you provide directly to us and information generated through our advisory relationship, including:

• Contact information — name, mailing address, email address, and mobile or landline phone number.
• Financial and account information — information necessary to provide investment advisory and financial planning services, such as account balances, holdings, transactions, goals, and risk profile.
• Identity information — information required to verify your identity and meet regulatory obligations.
• Communications — records of correspondence with us, including phone, email, and SMS/text messages, and your consent preferences.
• Website and portal usage — technical information such as device and browser type and pages viewed when you use our website or client portal.

How We Use Your Information

We use your information to provide and administer investment advisory and financial planning services; to communicate with you about your accounts, appointments, and service matters; to respond to your requests; to comply with legal, regulatory, and recordkeeping requirements; and to operate, maintain, and secure our systems.

How We Share Information

We do not sell your personal information. We do not share your information with third parties for their own promotional or marketing purposes. As described above, mobile opt-in and consent information is never shared with any third party or affiliate. We may share other personal information only as follows:

• Service providers — with vendors that perform services on our behalf (such as custodians, technology, messaging, and administrative providers), under obligations to protect the information and use it only to provide those services.
• Legal and regulatory — when required by law, regulation, subpoena, or a governmental or self-regulatory authority, or to protect our rights, clients, or systems.
• With your direction — when you authorize us to share information with a person or institution you designate.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices and Rights

You may opt out of text messages at any time by replying STOP. You may request access to, correction of, or deletion of certain personal information, and you may ask questions about how your information is handled, by contacting us using the information below. We will respond consistent with applicable law and our regulatory recordkeeping obligations.

Third-Party Links

Our website or messages may contain links to third-party sites. We are not responsible for the privacy practices of those sites, and we encourage you to review their privacy policies.

Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under 13.

Changes to This Policy

We may update this Privacy Policy from time to time. The revised version will be posted on this page with an updated effective date.