How eSource Financial handles personal information.

This policy describes how information is collected, used, stored, and protected when you visit the site, join the waitlist, request membership access, or communicate with eSource Financial.

Last updated

July 2, 2026. This policy describes how eSource Financial handles information collected through the public website, waitlist, membership communications, billing workflows, and member onboarding.

Information collected

eSource Financial may collect information you provide directly, including name, email address, waitlist source page, contact messages, onboarding preferences, membership tier interest, and support communications. Payment and billing details may be processed by third-party payment providers rather than stored directly by eSource Financial.

Technical and usage data

The site may collect routine technical data such as IP address, browser type, device type, pages visited, timestamps, referral source, approximate location, and performance logs. This information supports security, diagnostics, analytics, fraud prevention, and site improvement.

How information is used

Information may be used to manage waitlist requests, respond to inquiries, evaluate onboarding readiness, provide membership access, process billing, deliver service communications, maintain security, improve site performance, preserve records, and satisfy legal or regulatory obligations where applicable.

Sharing and processors

Information may be shared with service providers that support hosting, form capture, analytics, customer communications, payment processing, compliance review, accounting, legal support, and operational workflows. eSource Financial does not sell personal information. Third-party providers process information under their own terms and security practices.

Retention

Information is retained for as long as reasonably necessary to manage the waitlist or membership relationship, maintain business records, resolve disputes, comply with legal obligations, and protect the service. Records tied to onboarding, billing, account activity, or compliance review may be retained longer where appropriate.

Security

Reasonable administrative, technical, and operational safeguards are used to protect information. No internet service, email workflow, payment processor, or third-party platform can be guaranteed to be fully secure.

Your choices

You may request access to, correction of, or deletion of personal information by contacting eSource Financial through the contact page. Certain records may be retained where required for business, security, billing, dispute, or legal purposes.

Children

The site and membership offering are not directed to children or minors. Users must be old enough to enter into a binding agreement and to lawfully participate in any market activity they choose to undertake.

Changes

This policy may be updated as the site, membership workflow, analytics tools, payment stack, or legal requirements change.