Privacy Policy

Last Updated: August 2018



Thank you for using SecureDock. We recognize that your privacy is very important and it is therefore appropriate to define how we deal with personal information. Here we describe how we collect, use and handle your information when you use our website, software, and services (Services).

This Privacy Policy is intended to address any potential concerns you may have about how personal information about you and your documents are stored, processed and transmitted.

What is Collected and Why

In the course of setting up accounts, we collect personal information such as your name, address, email address and credit card information [if applicable]. Additional contact information is optional and can be added from within the user’s account settings.

In the course of our business, we store documents that are uploaded in the SecureDock Web-Application. We collect such information as the result of you, the end user, or your advisor, entering/uploading data into the system.

We collect and use the following information to provide, improve and protect our Services:

  • We collect and associate with your account, information like your name, email address, phone number, payment information, and physical address.
  • When you use our Services, under your control, we store, process and transmit your files and information related to them.
  • We collect information from and about the devices you use to access our Services. This can include information such as the IP address of the device you used to access our Services.
  • We use the technology of cookies to provide and improve our Services. Cookies, for example, help remember usernames, on some of our sites, for your next visit. You can set your browser to not accept cookies, but this may limit your ability to use the Services to its full extent.

We only collect personal information, by lawful and fair means, which is necessary for one or more of our business functions and activities.

Secure File Transfer Confidentiality

Any file transfer between you and recipients is treated confidentially. SecureDock cannot see your files. Only you, the account holder can access your transfers.

File Ownership, Permissions, and Responsibility

SecureDock does not claim any ownership of the contents of the files you transfer or store through our service. Account holders are fully and solely responsible and accountable for the files transferred using our service. 

By using our service, you guarantee that you have, for each file, all required permissions, including but not limited to copyright and other intellectual property rights, to distribute, transfer, store and/or make available online.


We will take strong and multiple steps to protect personal information from misuse and loss. Please refer to Security Standards and Compliance for full details.

Use of Personal Information

Stewardship of your data is critical to us and a responsibility that we embrace. We will only use your personal information for the main purpose it was collected. We may share information with others, as detailed below, but we will never share, or sell your personal identification information to a third party.

SecureDock employees can access information related to information such as account activity, amount of data stored or number of documents stores. SecureDock employees cannot see names associated with each account or access any documents stored within an account.

Deleting Information

Should you delete documents from your account, or delete your account:

(1) There might be a time delay in deleting this information from our servers and back-up storage; and

(2) We may retain this information if necessary to comply with our legal obligations, resolve disputes, or enforce our agreements.

Advisors Using SecureDock Client Virtual Safe

Advisors offering the SecureDock Virtual Safe service to their clients can see the names associated with each account and may or may not have the client’s permission to access their documents. This is determined by the Advisor and the client. In any event, the client always has the option to set any document to private, thereby prohibiting all access to that document.

Advisors using SecureDock TED Express

Advisors offering TED Express to their employees/agents will have access to administrative reports showing the activity of document transfers and the title of the files being transferred. The administrators have no access the files transferred. The files themselves are only available to be seen by the account holder that transferred the file.

Should an employee/agent leave an organization, the responsible party paying for the account (account owner) can request access to the files currently being stored on the account of the employee/agent leaving the organization prior to the account being closed.

Document Distributions

When using the Services and distributing documents, your name and possibly your email address will be available to the receiving party.

Third Parties

To maintain, improve and protect your data and our Services, SecureDock uses third parties. These third parties will access data stored to perform task on our behalf and will act in compliance with this Privacy Policy.

Governing Law

We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to:

(a) Comply with the law;

(b) Protect any person from death or serious bodily injury;

(c) Prevent fraud or abuse of SecureDock or our users; or

(d) Protect SecureDock’s property rights.

For data that is stored within the United States of America, we may disclose your information to third parties if we determine that such disclosure is reasonably necessary to comply with the law.,

Updates and Changes

We may revise this Privacy Policy from time to time and will post the most current version on our website.

If we are involved in a reorganization, merger, acquisition, or sale of the whole or part of our company, your information may be transferred as part of that transaction. Should we feel this would affect your use of our Services, we will notify you, or your advisor, via the email held for your account.


Should you have questions or concerns about SecureDock, our services and privacy, you can contact us at