Privacy Policy
Effective Date: 12/18/2025
North Trust Financial Services (“NTFS,” “we,” “our,” or “us”) values your privacy and is committed to protecting the information you share with us.
This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, use the NTFS Secure Client Portal, purchase memberships, or interact with our services.
By using our website or services, you consent to the practices described in this Privacy Policy.
- Information We Collect
Depending on your interaction with NTFS, we may collect information including:
Personal Information
- Full Name
- Business Name
- Email Address
- Phone Number
- Mailing Address
- Login Credentials
Business Information
Members may voluntarily provide information including:
- Business entity information
- EIN documentation
- Business formation documents
- Business contact information
- Vendor information
- Business profile details
- Other information necessary to provide optimization services
Uploaded Documents
Members may upload documents through the Secure Client Portal, including but not limited to:
- Business formation documents
- Organizational records
- Identification documents
- Business licenses
- Templates
- Completed worksheets
- Supporting documentation requested during the optimization process
Members should upload only documents specifically requested by NTFS.
Payment Information
Payments are securely processed through trusted third-party payment processors.
NTFS does not store complete payment card information on its servers.
Payment processors maintain their own privacy and security practices.
Website Usage Information
We may automatically collect certain technical information including:
- IP Address
- Browser type
- Device information
- Operating system
- Referral sources
- Pages visited
- Time spent on our website
- General analytics information
This information helps improve website functionality and user experience.
- How We Use Your Information
Information collected may be used to:
- Create and manage your account
- Deliver membership services
- Process payments
- Review uploaded documents
- Provide educational materials
- Improve platform functionality
- Communicate account updates
- Respond to support requests
- Improve security
- Meet legal obligations
- Secure Client Portal
Information submitted through the NTFS Secure Client Portal is intended solely for the administration of your membership and the delivery of our services.
Members are responsible for maintaining the confidentiality of their login credentials.
- Information Sharing
NTFS does not sell your personal information.
Information may be shared only when necessary to:
- Process payments
- Operate website infrastructure
- Deliver requested services
- Comply with legal obligations
- Protect NTFS against fraud or misuse
Where appropriate, trusted third-party service providers are contractually expected to safeguard information consistent with applicable laws.
- Cookies & Analytics
Our website may use cookies and similar technologies to:
- Improve website performance
- Remember user preferences
- Analyze website traffic
- Enhance user experience
Users may manage cookie settings through their browser.
Disabling cookies may affect certain website functionality.
- Data Security
NTFS implements reasonable administrative, technical, and organizational safeguards designed to help protect member information against unauthorized access, disclosure, alteration, or destruction.
However, no internet transmission or electronic storage system can be guaranteed to be completely secure.
- Data Retention
We retain information only as long as reasonably necessary to:
- Provide services
- Maintain business records
- Comply with legal obligations
- Resolve disputes
- Enforce our agreements
When appropriate, information may be securely deleted or anonymized.
- Member Rights
Depending on applicable law, members may have the right to:
- Request access to certain personal information
- Request correction of inaccurate information
- Request deletion of certain information, subject to legal and contractual obligations
- Update account information
Requests may be submitted through the Contact Us page.
- Third-Party Websites
Our website may contain links to third-party websites or services.
NTFS is not responsible for the privacy practices or content of third-party websites.
Members should review the privacy policies of those websites independently.
- Children’s Privacy
NTFS services are intended for business owners and individuals who are at least 18 years of age.
We do not knowingly collect personal information from children under 18.
- Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or business operations.
The updated version will become effective upon publication on the NTFS website.
Continued use of our platform constitutes acceptance of any revisions.
- Contact Us
Questions regarding this Privacy Policy may be submitted through the Contact Us page available on the NTFS website.