Privacy Policy

This statement discloses the privacy practices of

Additional information can be found in the Wolters Kluwer Financial Services Privacy and Cookies Policy.

GainsKeeper, a part of Wolters Kluwer Financial Services, offers services that are founded on a trusting relationship with its customers. The protection of customers' sensitive information is our top priority.

Collection of Information

Wolters Kluwer Financial Services gathers domain names and Web site usage information regarding visitors to and users of We also collect information on what pages users' access, information volunteered by users (such as site registrations and survey information) and e-mail addresses of persons who contact us via e-mail. In compliance with the Children's Online Privacy Protection Act (COPPA), we do not seek information from children 13 and under.

If you subscribe to one of the services delivered on this Web site, we will collect additional information about you. In order to deliver subscription services to you, during registration, account setup and at other times during the performance of the services, we ask you to submit information such as your name, email address, zip code, brokerage names and account descriptions, and the type of operating system your computer uses.

Use of Information

The information collected by Wolters Kluwer Financial Services is aggregated and used for the operation of the service, to maintain and improve the quality of the service and to notify users of new features and updates to the service. None of the information is shared with third parties for commercial purposes and we do not sell, rent or lease our customer lists. We will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on us or the site; (b) protect or defend the rights or property of Wolters Kluwer Financial Services or the site; or (c) act in exigent circumstances to protect the personal safety of users of the site or the public.

If you supply us with your postal address or email address, you may receive periodic mailings from us with information on new products and services or upcoming events. If you supply us with your telephone number, you may receive telephone contact from us regarding orders you have placed or regarding new products and services or upcoming events.

If you subscribe to one of the services provided on this Web site, we will also use the information you enter to provide the various tax lot accounting services that you request, such as custom Capital Gain/Loss and Schedule D reports with the user name and address in the report header for tax filing.

We reserve the right to send infrequent Service Alert messages to you to inform you of specific changes that may impact your ability to use a service you have previously signed up for, regardless of email contact opt-in status. We also reserve the right to contact you if compelled to do so as part of a legal proceeding or if there has been a violation of our Terms of Use. We are retaining these rights because in certain cases we feel that we may need the right to contact you as a matter of law or regarding matters which will be important to you.

Control of Information

We employ industry standard information security practices and technologies to secure and protect client data collected on this Web site. Access to all of GainsKeeper's applications on this Web site is protected by username and password. All electronic delivery of data is protected by secure network protocols such as HTTPS, SFTP, and FTPS which encrypt data during transmission. Client data is stored on database servers which are segregated from other servers by firewalls which strictly restrict network access. Sensitive data such as passwords and credit card numbers are stored in an encrypted format in the database. GainsKeeper systematically monitors its production environment to detect network access violations and system issues.

GainsKeeper's production systems are hosted at a secure data center which is a SAS 70 Type II compliant hosting facility. Other environmental controls such as fire prevention\protection, redundant power, and temperature controls are also in place to help provide general reliability of GainsKeeper's products.

If you wish to cancel your registration or do not wish to receive unsolicited marketing materials or announcements from Wolters Kluwer Financial Services, either via e-mail or regular mail, please contact us at the address below.

Use of Cookies

Wolters Kluwer Financial Services may use technology called "cookies" to facilitate access to the site. A cookie is a text file that is placed on your computer hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie to you. No other server can access cookies sent by Wolters Kluwer Financial Services.


In addition to information provided in the Control of Information section above, Wolters Kluwer Financial Services secures your personal information from unauthorized access, use or disclosure on offline computer servers in a controlled, secure environment. If it is necessary to transmit personal information (such as a credit card number), industry-standard Secure Socket Layer (SSL) encrypted protection is used.

Changes to this Privacy Policy

Wolters Kluwer Financial Services may update this Privacy Policy from time to time. If we make any material change to this Policy or in how we use your personally identifiable information, we will prominently post such change prior to implementing it.

No Legal, Tax or Other Professional Advice

The contents of the GainsKeeper® Solutions provided in this Web site, all offerings and the service and GainsKeeper's customer and phone support merely provide general explanations and are not intended to provide legal, tax or other professional advice and cannot be relied upon by you or any actual or potential beneficiary as such. Although based on current law and information generally available, general assumptions may be made by GainsKeeper which may not take into account potentially important considerations to specific taxpayers. Therefore, the views and information presented may not be appropriate for you. GainsKeeper does not provide tax advice. Customers should consult with their own tax advisors and they (not GainsKeeper) are solely responsible for any tax, tax penalties, or interest related to their tax returns. Users must also independently analyze and consider the consequences of subsequent developments and/or other events. Users must always make their own determinations in light of their specific circumstances.

Before using or acting upon any contents on this Web site including customer and phone support, you are advised to seek the advice of your attorney, accountant, tax return preparer or other appropriate professional to determine: (1) if the contents apply to your particular circumstances, and (2) the sufficiency of the contents for your own legal, tax, accounting or other needs. Wolters Kluwer Financial Services, its officers, employees and agents are not authorized to practice law on your behalf or to provide you with tax, accounting or other professional advice. The following notice is required by law:

The Contents of this Web Site are NOT a Substitute for the Advice of an Attorney.

Your Responsibility - Data

You assume full responsibility for the selection of GainsKeeper Web site and any related services to achieve your intended purposes, for the proper data input and for verifying the results obtained from use of this Web site. Wolters Kluwer Financial Services has no liability for any damages resulting from any error in data provided by you or from any third party vendor that is provided to GainsKeeper.

Contact Information

You may contact Wolters Kluwer Financial Services by telephone, e-mail or postal mail.
Wolters Kluwer Financial Services Privacy
P.O. Box 1457
St. Cloud, MN 56302-1457
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