These Site Terms apply to your use of this Site. By visiting or using this Site, you accept these Site Terms. Continued use of this Site constitutes your acceptance of any revisions to these Site Terms. We may change these Site Terms in our sole discretion.
The information contained in Compeer’s Client Access Portal Site ('Site'), including any content, documents, links or attachments (collectively, 'data') is confidential. By continuing in this Site, you acknowledge and agree to strictly maintain the confidentiality of all data, and agree to take normal and reasonable precautions to maintain such confidentiality so that no data will be divulged to or used by any other party. You also agree and acknowledge that if at any time you are no longer an authorized employee of, or attorney or other advisor to an authorized user of this Site, you shall not be permitted any further use hereof and shall immediately cease use of this Site. You are responsible for the conduct of all of your authorized users. Compeer reserves the right to monitor any and all Site activity but Compeer has no obligation to monitor and any monitoring Compeer may do is for the sole benefit of Compeer and for no other person. Compeer has the right to enforce these provisions, at law or in equity, by injunction or otherwise, against any party who violates or threatens to violate these provisions. Compeer reserves the right to modify, limit or terminate your access to the Site at any point in the future in its sole discretion.
If you have reached or been provided access to this Site without authorization, exit immediately and contact us at 844-426-6733.
'Site' means Compeer’s Client Access Portal Site, including the URLs 'my1.Compeer.com’, 'enrollment.Compeer.com’, 'login.Compeer.com’ and other URLs directing to the Site.
'Data' means any content, documents, links and attachments residing on the Site.
'You' or 'your' means the user of Compeer’s Client Access Portal Site.
'Compeer', 'Us', 'we', 'our' and means Compeer Financial.
You are responsible for maintaining the confidentiality of your account and password and for restricting access to your computer and mobile device. You agree to notify us promptly of any unauthorized use of your password or breach of security. We may terminate your Site access at any time to protect your interest or Compeer’s interests. If you believe your Password has been lost or stolen or that your access to the Site has been compromised in any way, contact us immediately at:
Compeer reveals entity data within the client portal based on the entity documents provided by clients that Compeer has on file. It is the responsibility of the client to inform Compeer of changes to their entities authorized individuals. If a client fails to keep Compeer up to date with revised entity information, Compeer shall not be held responsible for unauthorized data exposure.
Protecting your privacy is our top priority. We hold your financial and personal information in strict confidence.
Our employees comply with federal regulations that prohibit unauthorized use of your information. We do not sell your information to third parties. And, unless required by law, we do not provide your information to anyone (including your accountant or attorney) without your authorization.
We will never ask you to update, validate or in any other way request sensitive information via email. Sensitive information includes items such as account information, account numbers, social security numbers, credit card numbers, passwords, and personal identification numbers (PINs). If you receive a request that appears to have come from Compeer, please report this incidence immediately to Security@Compeer.com.
To use this Site, you must have a personal computer or mobile device equipped Internet access. You are responsible for the selection, installation, maintenance, and operation of your computer and software. You are responsible for all internet service provider charges incurred by you in using the Site. We are not responsible for any errors, failures, or malfunctions of your computer, mobile device or software. You are responsible for ensuring that your computer, mobile device and software are compatible with our Site. We reserve the right to change the system requirements for using this Site.
Some data on this Site, such as documents, may require you to have software compatible to view such formats as Microsoft Office, PDF reader, or others. It is your responsibility to ensure you have the appropriate software to download, view, print or otherwise work with the content within the Site.
In order to provide additional security, Compeer has implemented an out-of-band authentication system (One Time PIN). This is in addition to other security features required to access the Site. This process is used to validate your identity when logging in on a device that is not recognized by the Site. You will be able to select whether the one time PIN is sent to you by email, voice message to your phone, or text message. In order to facilitate that process, you must provide us with information regarding the ways we may contact you and ensure your contact information is updated whenever there is a change. You are responsible for all service provider charges, including without limitation all data plan charges, incurred by you in connection with any One Time PIN.
A cookie is a text file that is placed on your 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.
One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize Compeer pages, or register with Compeer sites or services, a cookie helps Compeer to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses. When you return to the same Compeer Web site, the information you previously provided can be retrieved, so you can easily use the Compeer features that you customized.
You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the Compeer services or Web sites you visit.
All terms and conditions of the services you access via this Site shall continue to apply and are not modified by your access or use of same via this Site.
YOU ARE RESPONSIBLE FOR ACCURACY OF INFORMATION
You are responsible for the accuracy and completeness of all information you submit within this Site. Any financial data you access in this Site is based solely on data supplied by you. Compeer makes no representations or warranties with respect to information you submit within this Site or with respect to any information you access or information that is generated from the Site.
Federal Regulations limit the information Compeer is required to make available to you. Your continued use of this Site serves as your agreement that any decision by Compeer to make additional information available or accessible to you beyond what is required by applicable regulations does not waive Compeer’s right to limit availability or accessibility of information at any point in the future.
YOU ASSUME ALL RISK WITH RESPECT TO YOUR USE OF THIS SITE AND ANY INFORMATION YOU OBTAIN FROM THIS SITE. COMPEER IS NOT MAKING ANY REPRESENTATION, GUARANTY, OR WARRANTY REGARDING ANY RESULT THAT YOU MAY OR MAY NOT OBTAIN AS A RESULT OF ACTING OR NOT ACTING IN ANY WAY IN RESPONSE TO INFORMATION ON THIS SITE. YOU SHALL NOT MAKE ANY REPRESENTATION OR WARRANTY TO ANY THIRD PARTY THAT COMPEER HAS WARRANTED, GUARANTEED OR REPRESENTED ANY SPECIFIC RESULT OR BENEFIT TO YOU OR SUCH THIRD PARTY, NOR WILL YOU MAKE ANY STATEMENT TO ANY PERSON THAT COMPEER HAS GUARANTEED OR WARRANTED THE CORRECTNESS AND/OR ACCURACY OF ANY INFORMATION. YOU AGREE THAT YOU WILL INDEMNIFY AND HOLD COMPEER HARMLESS FROM ANY CLAIM BY ANY THIRD PARTY ARISING FROM ANY FAILURE BY YOU TO COMPLY WITH THE TERMS OF THIS SITE.