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Privacy Policy

Below is an overview of how Zacks Intelligence LLC collects, shares, and protects your personal information. Review the notice below for the core federal privacy disclosures, and use the PDF downloads for the full notice and related state-specific documents.

Last Updated November 2025

Download the full Zacks Intelligence Privacy Notice (PDF)

FACTS What does Zacks Intelligence LLC do with your personal information?
WHY?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

WHAT?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security Number
  • Investment experience and risk tolerance
  • Transaction or loss history
  • Assets and account balances
HOW?

All financial companies need to share consumers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their consumers' personal information, the reasons Zacks Intelligence chooses to share, and whether you can limit this sharing.

REASONS WE CAN SHARE YOUR PERSONAL INFORMATION DOES ZACKS INTELLIGENCE SHARE? CAN YOU LIMIT THIS SHARING?

For our everyday business purposes -

such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes No

For our marketing purposes -

to offer our products and services to you

Yes No

For joint marketing with other financial companies

Yes No

For our affiliates' everyday business purposes -

information about your transactions and experiences

Yes No

For our affiliates' everyday business purposes -

information about your creditworthiness

No We don't share

For our affiliates to market to you

Yes Yes

For nonaffiliates to market to you

Yes Yes
TO LIMIT OUR SHARING

Call us at 312-265-9157 or use the mail-in opt-out form in the full privacy notice PDF.

Please note:

If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice.

When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

QUESTIONS?

Call us at 312-265-9157.

WHO WE ARE
Who is providing this notice? This notice is being provided by Zacks Intelligence LLC.
WHAT WE DO
How does Zacks Intelligence LLC protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Zacks Intelligence LLC collect my personal information?

We collect your personal information, for example, when you:

  • open an account
  • seek financial or tax advice
  • seek advice about your investments
  • tell us about your investment or retirement portfolio
  • give us your contact information

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can't I limit all sharing?

Federal law gives you the right to limit only:

  • sharing for affiliates' everyday business purposes - information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account.
DEFINITIONS
Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Our affiliates include Zacks Investment Research, Inc. and Zacks Investment Management, Inc.
Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Nonaffiliates we share with can include financial service companies, service providers, joint marketing partners, data processors, and advertisers.
Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Zacks Intelligence LLC doesn't jointly market.
OTHER IMPORTANT INFORMATION

California (CA) Residents: We will not share your information with companies outside of Zacks Intelligence except for our everyday business purposes, for marketing our products and services to you, or with your consent.

Vermont (VT) Residents Only: We will not share your information with companies outside of Zacks Intelligence except as permitted by law or as authorized by you.

Nevada (NV) Residents: We are providing you this notice pursuant to state law. You may be placed on our Do Not Call List by contacting us at support@zacksintelligence.com. Or contact the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number: 1-702-486-3132; bcpinfo@ag.state.nv.us.

Zacks Intelligence State Privacy Notice can be found here.

California and Vermont residents that wish to consent to the disclosure of information, click here.

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Privacy Notice
State Privacy Notice
California and Vermont Opt In

Zacks Intelligence - Customer Support

If you have any questions about these terms, feel free to contact us.