Cookie Policy

Last Updated: April 2025

This Cookie Policy outlines how Fortis Portfolio Solutions, LLC and its affiliates, including Fortis Private Wealth, LLC (collectively referred to as “Fortis,” “we,” “us,” or “our”), use cookies and similar technologies on http://www.myfortisprivatewealth.com and any other websites we own or control that link to this Cookie Policy (collectively, the “Sites”).

As our use of cookies may change from time to time, we encourage you to check back periodically for updates.

1. What Are Cookies?

Cookies are small data files stored on your computer or mobile device when you visit a website. They serve various purposes, such as helping us analyze site usage, enabling efficient navigation between pages, remembering your preferences, and enhancing your overall browsing experience.

Our Sites use both session cookies, which expire when you close your web browser, and persistent cookies, which remain on your device until you delete them.

We utilize two main types of cookies:

  1. First-party cookies – These are set directly by us and help recognize your device when you revisit our Sites.
  2. Third-party cookies – These are placed by service providers or business partners on our Sites and can either enable technical functionality or recognize your device for specific purposes.

2. What Types of Cookies and Technologies Does Fortis Use?

We do not use cookies to sell personal information or share it with third parties for cross-context behavioral advertising. Instead, the cookies and similar technologies on our Sites are categorized based on their purposes. The table below provides a detailed breakdown of these categories and how they are used.

Analytics

These cookies help us understand how our Site is performing and being used. We use Google Analytics 4 (subject to restricted data processing).

Essential

These cookies are necessary to allow the technical operation of our Services (e.g., they enable you to move around on a website and to use its features).

Functionality & Performance

These cookies enhance the performance and functionality of our Services.

Restricted Data Processing with Google Analytics

Google Analytics limits its use of certain unique identifiers and data under restricted data processing. To learn more about how Google generally handles information from websites and apps, click here. For details on how Google protects your data, visit this link.


Other Tracking Technologies

Pixel Tags

In addition to cookies, our Sites may use technologies like pixel tags to automatically collect information. These tags are small, invisible images embedded within web pages or emails that track user activity. They help us analyze interactions with emails and measure the success of marketing campaigns, allowing us to optimize our content and engagement strategies.

Browser Web Storage

We may also leverage browser web storage (e.g., HTML5 locally stored objects or “LSOs”) for purposes similar to cookies. Browser web storage allows for the storage of larger amounts of data than traditional cookies. Most web browsers include a feature to clear browser web storage, which you can use to manage your preferences.

Web Beacons

Web beacons, also called pixel tags or clear GIFs, are another tool we use on our Sites and within HTML emails. Unlike cookies, which are saved on your device’s hard drive, web beacons are embedded directly into web pages or emails. They help us track page visits, view specific content, and compile statistics to improve our sites and services. Web beacons also allow us to measure the effectiveness of emails and marketing campaigns.


Your Choices

Managing Cookies

Most web browsers provide settings to remove or reject cookies. By default, many browsers accept cookies unless you modify these settings. If you disable cookies, some features of our Sites may not function properly. To disable Google Analytics, you may download and install the Google Analytics Opt-out Browser Add-on.

Additional Resources

For more information on cookies, including how to view, manage, and delete them on your device, visit www.allaboutcookies.org. Please note that declining cookies may limit your experience on our Sites.


Questions?

If you have any questions about this Cookie Policy, feel free to reach out to us at:

da***@*************io.com