Optional measurement
No authorized analytics ingestion contract is available to this app, so usage measurement is not collected or sent anywhere. The event model is wired and covered by tests only.
Essential storage we always use
These are needed for the site to work. They stay on your own device and are not sent to an advertising or measurement service.
Your signed-in session. Required to stay signed in.
Stored on this device · cleared when you sign out
Your cookie choices, so we do not ask again.
Stored on this device · kept after sign-out
Your IRA XRay answers (time horizon, risk, target), so you can resume.
Stored on this device · cleared when you sign out
An older copy of your IRA XRay answers, migrated then removed.
Stored on this device · cleared when you sign out
The holdings you typed in, so Step 4 and your report survive a refresh.
Stored on this device · cleared when you sign out
Your masterclass registration, which grants access in this browser.
Stored on this device · cleared when you sign out
Where you stopped watching the masterclass, so it resumes.
Stored on this device · cleared when you sign out
Your Portfolio Checkup interview draft, so you can finish it later.
Stored on this device · cleared when you sign out
Advisor profile claim and correction requests you started.
Stored on this device · cleared when you sign out
Advisor marketing edits you have not finished.
Stored on this device · cleared when you sign out
Your Learning progress, bookmarks and quiz attempts, saved on this device so a course resumes where you left it.
Stored on this device · cleared when you sign out
Whether Sample Mode is on. Ends when you close the tab.
Stored until you close the tab · cleared when you sign out
No optional or marketing storage is written by this app today.
You can change these choices at any time on the Cookie Preferences page, linked in the footer of every page. Read the Privacy Policy or the Cookie Policy.