Privacy Statement

Effective Date: November 16, 2018

Thank you for visiting and/or using Upli!

This Privacy Statement explains the ways Upli LLC (“Upli,” “we,” or “us”) may collect, use, and share information about you in connection with your access to or use of Upli’s websites and our products and services (collectively, “Services”), and in connection with any other information we collect when you interact with us, except as outlined in the paragraph below. We hope you will take some time to read this Privacy Statement carefully.

Information We Collect

Information you provide. We collect the information you provide directly to us, such as the information you provide when you create a user account, update your profile, fill out our “contact us” forms, sign up for our emails, request customer support, enroll in services, or otherwise communicate with us. The types of information we collect from you may include, but is not limited to, full name, email address, address, phone number, date of birth, and any other information you choose to provide.

Information we collect when you use our Services. When you use our Services, we automatically collect information about you, including:

Log Information: We collect log files when you use our Services, which includes, but is not limited to, the type of browser you use, access times, pages viewed, and your IP address.

Information Collected by Cookies and Other Tracking Technologies: We use various technologies to collect information when you use our Services, including cookies and web beacons. Cookies are small data files stored by your web browser, on your hard drive, or in device memory that help us improve our Services and your experience, determine usage of parts and features of our Services, and monitor for and detect potential harmful conduct. Web beacons are electronic images that may be used in our Services or emails and help deliver cookies, count visits, and understand usage and campaign effectiveness.

Information we collect from other sources. We may also collect information about you from other sources. When you connect your financial accounts through Upli, you may provide, through integrated services with our provider, login information required by your financial institution to access your account, such as your username and password, answers to challenge questions, or a security token. When providing this information, you give Upli the authority to act on your behalf to access and transmit your information from the relevant financial institution. The providers of integrated services maintain their own privacy policies and terms of use and you must separately agree to those policies and terms of use.

How We Use Your Information

Examples of how we use the information we collect include:

How We Share Your Information

We may share information about you as follows, or as otherwise described in this Privacy Statement:

We may also collect, use, and share aggregated or de-identified information, which cannot reasonably be used to identify you, for any purpose permitted under applicable law.

Advertising and Analytics Services Provided by Others

We may allow third parties to provide analytics services or serve advertisements on our behalf across the internet, including Google Analytics, a web analytics service provided by Google. These entities may use cookies, web beacons, and other technologies to collect information about your use of the Services and other websites and online services, including your IP address, web browser, pages viewed, time spent on pages, links clicked, and conversion information. This information may be used by Upli and others to, among other things, analyze and track data, determine the popularity of certain content, deliver advertising and content targeted to your interests on our Services and other websites and online services, and to better understand your online activity. For more information about interest-based ads, including to learn how you may be able to opt out of having your web browsing information used for behavioral advertising purposes, please visit And for more information on how Google uses your data, please visit

Your Choices

Promotional or Marketing Communications. You may opt out of receiving promotional or marketing emails from Upli by following the instructions in those emails. If you opt out, we may still send you non-promotional emails, such as those about your account or your ongoing use of Services.

Access to Your Information. In certain jurisdictions, you have the right (i) to know if we have collected information about you under this Privacy Statement, (ii) to request access to the personal information we have in our custody and control (subject to certain legal limitations), and (iii) to have the right to have it corrected or annotated if you believe there are any errors in your personal information. To obtain access to personal information, please contact us at the contact information provided below. We may require additional information to verify your identity, which will only be used for that purpose.

Changes to this Statement

We may change this Privacy Statement periodically. If we make changes, we will notify you by updating the effective date at the top of the Statement. We may also provide notice of any changes through other means, such as placing a notice on our homepage or sending you an email. We encourage you to review the Privacy Statement whenever you access the Services or otherwise interact with us to stay informed about our data practices and the choices available to you.

Contact Upli

If you have any questions about this Privacy Statement, please contact us at:

Upli LLC

909 Lake Carolyn Parkway

Suite 1550

Irving, TX 75093

Attn: Privacy