Cookie Policy

June 15, 2026

This Cookie Policy explains what cookies are, how Tradier Inc. and its affiliates (“Tradier”, “we” or “us”) use them, the types of cookies we use (i.e., the information we collect using cookies and how that information is used), and how to manage your cookie settings.

This Cookie Policy should be read together with our Privacy Policy, which provides additional information about how we collect, use, and protect your information.

What are cookies and tracking technologies?

Cookies are small text files used to store small pieces of information. They are stored on your computer or mobile device when the Tradier websites (the “Sites”) load in your browser. These cookies help ensure that the Sites function properly, to enhance security, to allow Tradier to understand how you use the Sites, to provide a better user experience, and to analyze performance to identify what works and where improvements are needed.

In addition to cookies, we may use other tracking technologies, including:

  • Web beacons (also called pixel tags or clear GIFs): Small electronic files embedded in web pages or emails that allow us to count users who have visited those pages or opened emails and collect related statistics.
  • Local storage technologies: Methods for storing data locally on your device, such as HTML5 local storage and browser cache.
  • Software Development Kits (SDKs): Code embedded in mobile applications that collects information about your device and how you interact with the app.

Throughout this policy, we refer to cookies and these other technologies collectively as "cookies" or "tracking technologies."

How do we use cookies?

Like most online services, the Sites use both first-party and third-party cookies for various purposes. First-party cookies are primarily necessary for the Sites to function properly.

The third-party cookies used on the Sites primarily help us understand how the Sites perform, track how you interact with it, report issues with our platform, keep our services secure, and enhance your overall user experience while improving the speed of your future interactions with our website.

Types of cookies we use

Necessary cookies

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

Cookie Duration Description
__cf_bm 1 hour This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
_calendly_session 21 days Calendly, a Meeting Schedulers, sets this cookie to allow the meeting scheduler to function within the website and to add events into the visitor's calendar.
_cfuvid session Cloudflare sets this cookie to track users across sessions to optimize user experience by maintaining session consistency and providing personalized services
_crowdcontrol_session_key session Maintains a secure session for Bugcrowd's report portal, authenticating users, preserving form progress, verifying requests, and enabling access across pages.
_csrf session This cookie is essential for the security of the website and visitor. It ensures visitor browsing security by preventing cross-site request forgery.
_GRECAPTCHA 6 months Google Recaptcha service sets this cookie to identify bots to protect the website against malicious spam attacks.
ASP.NET_SessionId session Issued by Microsoft's ASP.NET Application, this cookie stores session data during a user's website visit.
cookietest session The cookietest cookie is typically used to determine whether the user's browser accepts cookies, essential for website functionality and user experience.
ekfls-2025-03-27 1 day Stores documentation portal preferences and session state, enabling navigation, personalization, and usage analytics to optimize help center performance and reliability.
GCLB session This cookie is known as Google Cloud Load Balancer set by the provider Google. This cookie is used for external HTTPS load balancing of the cloud infrastructure with Google.
m 1 year 1 month 4 days Stripe sets this cookie for fraud prevention purposes. It identifies the device used to access the website, allowing the website to be formatted accordingly.
MicroserviceAuth* session Stores authentication credentials for portal microservices, maintaining secure session continuity, verifying user identity, and managing access permissions across integrated features.
OEC_IBPortal_UUID 1 hour Stores a unique browser identifier to maintain session continuity, personalize portal interactions, and retrieve trading hours preferences across site visits.
rc::a Never Expires This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::b session This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::c session This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::f Never Expires This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
SESSION 1 minute Stores temporary session data to keep users logged in, remember navigation within embedded recruiting pages, and securely maintain application progress.
sessionId Never Expires This cookie, set by Microsoft, is used by the website to store the user's session ID and is sent with each request to the ASP.NET application.
tradier_* session Stores authentication session data to keep users logged in to Tradier services, manage sign in, prevent abuse, and personalize access.
tradier_web_* session Stores session state and user preferences to authenticate, maintain logged-in access, personalize the interface, and enable secure account features during browsing.
uc_session session This cookie is set by Dropbox and is used for the 'save to Dropbox' functionality. This cookie stores user session IDs.
VISITOR_PRIVACY_METADATA 6 months YouTube sets this cookie to store the user's cookie consent state for the current domain.

Functional cookies

Functionality cookies allow the Sites to remember the choices that you make (e.g. the language you select or the region you are in) and provide enhanced, more personal features.

Cookie Duration Description
loom_anon_comment 1 year This domain is owned by Loom which provides a video messaging tool that helps users get their message across through instantly shareable videos.
referrer_user_id 14 days Calendly sets this cookie for the booking functionality of the website.
VISITOR_INFO1_LIVE 6 months A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.
ytidb::LAST_RESULT_ENTRY_KEY Never Expires The cookie ytidb::LAST_RESULT_ENTRY_KEY is used by YouTube to store the last search result entry that was clicked by the user. This information is used to improve the user experience by providing more relevant search results in the future.

Analytics cookies

These cookies collect information about how you visitors use and interact with the Sites (e.g. which pages you go to most often). They help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc,. to allow us to improve how the Sites work.

Cookie Duration Description
__Host-psifi.analyticsTrace 6 hours Tracks interactions and performance of embedded Loom video player, capturing session traces, errors, and usage metrics to improve service reliability.
__Host-psifi.analyticsTraceV2 6 hours Tracks interactions and performance of embedded Loom video player, capturing session traces, errors, and usage metrics to improve service reliability.
_dd_s 1 year Datadog Real User Monitoring session cookie and consent is required for session replay for diagnostic purposes.
_ga 1 year 1 month 4 days Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors.
_ga_* 1 year 1 month 4 days Google Analytics sets this cookie to store and count page views.
ajs_anonymous_id 1 year This cookie is set by Segment to count the number of people who visit a certain site by tracking if they have visited before.
ajs_user_id Never Expires This cookie is set by Segment to help track visitor usage, events, target marketing, and also measure application performance and stability.
loom_referral_video session Stores referral source and engagement data for embedded Loom video, enabling attribution, playback optimization, and analytics of views, interactions, conversions.
mp_*_mixpanel 1 year Mixpanel sets this cookie to determine how users use the website so that a good user experience can be provided.
readme_l* session Stores session and documentation hub preferences, keeps users logged in, remembers navigation state, and supports analytics to personalize content delivery.
vuid 1 year 1 month 4 days Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos on the website.
YSC session YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.

Advertisement cookies

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

Cookie Duration Description
__Secure-ROLLOUT_TOKEN 6 months YouTube sets this cookie to manage feature rollout and experimentation. It helps Google control which new features or interface changes are shown to users as part of testing and staged rollouts, ensuring consistent experience for a given user during an experiment.
__Secure-YEC past Description is currently not available.
__Secure-YNID 6 months YouTube cookie used to protect user security and prevent fraud, especially during the login process.
_gcl_au 3 months Google Tag Manager sets this cookie to experiment advertisement efficiency of websites using their services.
test_cookie 15 minutes doubleclick.net sets this cookie to determine if the user's browser supports cookies.

Third Party Website Cookies

When using our Sites, you may be directed to other websites for such activities as surveys, contact forms, meeting scheduling, and to view content hosted on those sites such as an embedded video or news article. These websites may use their own cookies. We do not have control over the placement of cookies by other websites you visit, even if you are directed to them from our Sites.

How long do cookies last?

Cookies can be either:

Session cookies: These are temporary cookies that expire when you close your browser or end your session. They are used to remember your actions during a single browsing session.

Persistent cookies: These remain on your device for a set period (which varies depending on the cookie) or until you manually delete them. They are used to remember your preferences and actions across multiple browsing sessions.

The duration of each cookie depends on its purpose. Strictly necessary cookies are typically session cookies, while functional, analytics, and advertising cookies are often persistent cookies that may remain on your device for months or years.

Manage cookie preferences

Consent Preferences

Tradier is committed to transparency and your privacy. You can modify your cookie settings anytime by clicking the 'Preferences' button. This will allow you to revisit the cookie consent banner and update your preferences or withdraw your consent immediately.

Additionally, different browsers offer various methods to block and delete cookies used by websites. You can adjust your browser settings to block or delete cookies. Below are links to support documents on how to manage and delete cookies in major web browsers.

If you are using a different web browser, please refer to its official support documentation.

Mobile Device Settings

For mobile devices, you can manage tracking technologies through your device settings:

  • iOS: Settings > Privacy > Tracking; Settings > Safari > Block All Cookies
  • Android: Settings > Google > Ads > Opt out of Ads Personalization

Cookie Consent Management Tool

When you first visit our Sites, we may present you with a cookie consent banner that allows you to accept or reject certain categories of cookies. You can change your cookie preferences at any time by clicking the Preferences button on the page.

Global Privacy Control (GPC)

Some browsers and browser extensions support the Global Privacy Control (GPC), which sends a signal indicating your preference to opt out of certain data processing activities, including the sale of personal data and targeted advertising. When we detect a GPC signal from your browser, we will process it as a request to opt out of the sale of your personal data and targeted advertising, as required by applicable law.

To learn more about GPC and how to enable it, visit: https://globalprivacycontrol.org/

Updates to this Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we make changes, we will update the "Last updated" date at the top of this policy. We encourage you to review this Cookie Policy periodically to stay informed about how we use cookies.

If we make material changes to this Cookie Policy, we may notify you by posting a notice on our Sites and send you an email notification if you have created an account with Tradier.

Tradier Tradier Tradier Inc.
Tradier Brokerage Inc.
Member FINRA/SIPC.

3420 Toringdon Way, Suite 300
Charlotte, NC 28277
Phone: 980.272.3880
Email: service@tradierbrokerage.com

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