DRAFT — pending counsel review before launch (GLBA / Reg S-P / CCPA).

Privacy Policy

Last updated 2026-07-22.

Jim (“we”) is software that helps you draft and approve trades on your own accounts. This policy explains what we collect, why, and your choices. As a financial product we hold ourselves to GLBA and the SEC Safeguards Rule (Reg S-P), and we honor CCPA/CPRA rights.

What we collect

Account and contact details you provide; the natural-language and voice inputs you send to Jim; the orders Jim drafts and your approvals/declines; and basic, privacy-respecting usage analytics. We do not sell your personal information.

Brokerage connections

When real-money execution rolls out, you connect your own brokerage through its official flow. We architect so we cannot move assets without your authenticated, per-trade approval, and you can revoke access from your broker at any time.

Voice

Inbound demo calls are processed to respond to you. Outbound AI calls are made only with your prior written consent, identify themselves as AI, and you can opt out anytime.

Your choices

You may request access, correction, or deletion of your data, and opt out of voice contact and analytics. Contact us at the number in the footer.