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Privacy Notice

Protecting the privacy and security of data, assets, and information, provided by our clients and all users of this website and associated OneStone services is very important to OneStone Solutions Group, LLC (“OneStone,” “we,” or “us”).

This Privacy Notice is intended to help you (“you” or “User”) understand the policies and practices we use regarding the collection of data, assets, and information through our website, and our web-based services (the “Website”).

This Privacy Notice governs only data, assets, and information collected via our Website and how it is used and disclosed and does not govern the collection of information through other means (for example, via telephone or through the mail).

1. All rights not expressly granted to you are reserved by OneStone. Use of OneStone Services is subject to Acceptance of OneStone’s Data Use & Protection Agreement at

2. Acceptance of OneStone’s Terms & Conditions available at

We reserve the right to change this Privacy Notice. If any material changes are made to this Privacy Notice, we will revise the “last modified” date noted below to reflect the date such changes take effect. By continuing to use the Website after we post any such changes, you accept the Privacy Notice as modified. We advise you to review the Privacy Notice periodically, so you are up to date on the most current policies and practices in effect with respect to the Website and associated services.

Our Website is not directed and should not be used by children under the age of 18. We do not knowingly collect information from children under 18 years of age. If you are under 18 years of age, you should not use this Website and under no circumstances should you send information about yourself through this Website or any services associated with this Website. If we discover that a child under the age of 18 has provided personally identifiable information through this Website, we will immediately and completely delete the child’s personally identifiable information from our servers. By using this Website, you represent that you are at least the age of majority in your state or province.

We may collect your name, company name, address, email address, phone number(s), and other applicable information. We use this information to provide you with our services, including by confirming your identity, and contacting you as our services dictate. We may also use information collected to confirm compliance with legal and regulatory requirements.

We collect data relating to your use of the Website, including how and when you access our services on the platform. This includes information relating to the device used to access our Website, your Internet browser, your IP address, your device’s operating system, other websites visited by your device, access times, referring website addresses, and your navigation on the Website. This information helps us provide a secure environment for you and all OneStone clients. We collect this information when you sign in, when you access secure areas of the Website, and/or when you otherwise provide us with the information.

We work with a variety of third parties, service providers, and vendors in order to deliver our services and we may share the information you provide us, including personal information, with them as necessary to deliver against our service structure. We may also share your information with third parties in the following circumstances: (1) to address illegal or fraudulent activities, situations that put the physical safety of any person at risk, or violations of are Terms and Conditions; (2) to respond to legal requirements, court orders, subpoenas, warrants, or other requests by government and/or law enforcement authorities. We may also share information with any third-party company that acquires our business, whether through merger, acquisition, reorganization, or other similar transaction or proceeding. If this happens, we will post a notice on our home page. We will always ask for your consent before sharing information with third parties for purposes other than described herein. We do not disclose, sell, or otherwise provide information to third parties for the marketing of their own products or services.

We may receive personal and/or confidential information of our clients’ customers in relation to the services we provide. We do not use personal and/or confidential information we receive in this manner to independently contact or market to our clients’ customers. We may, however, contact or market to our clients’ customers if we obtain information from the customers themselves.

This Website may include links to other websites whose privacy policies and practices may differ from those of OneStone. If you submit personal information to any of those sites, your information is governed by their privacy policies and/or privacy notices. OneStone is not responsible for the privacy practices of other websites. We strongly encourage you to read their privacy policies, statements, and/or notices.

Once you leave the Website or are redirected to a third-party website or application, you are no longer governed by this Privacy Notice.

A cookie is a small file that are sent to your browser from a website and stored on your device. We send a unique cookie to each device that accesses our Website. We use cookies to recognize your device in order to enhance our Website’s performance. We may also use technologies such as web beacons and other automated tracking technologies on the Website to optimize the Website and improve our services.

We do not alter our data collection and usage practices when we detect “do not track” signals from your Internet browser.

Though we may store, and process information collected by means of this Website, personal and/or confidential information collected by us belongs solely to the user from whom such information was collected and we make no claim of ownership of any such information.

We retain information provided to us throughout your relationship with OneStone. This means we retain this information as long as you remain an OneStone client. Should you choose to terminate your relationship with OneStone, we may retain an archived copy of your information for legitimate business purposes, including to defend against legal claims, to perform audits, and to comply with legal and regulatory requirements. We may also retain de-personalized or anonymized data relating to your use of the Website or our services in order to improve our services.

OneStone follows industry standards relating to information security to safeguard all sensitive information, such as financial information, personal information, intellectual property, and the like. Remember that no method of transmission over the Internet or storage of data by electronic means is entirely without risk. We thus cannot guarantee the absolute security of all information provided to us.

We understand that you have rights over personal and/or confidential information and take reasonable steps to allow you to access, amend, delete, transfer, or restrict our use of your information. Understand that deletion or limitations on our use of your information may impact the functionality of our services.

California Civil Code § 1798.83 permits users of this Website that are California residents to request and obtain from us a list of what personally identifiable information (if any) we have disclosed to third parties for direct marketing purposes in the preceding calendar year and the names and address of those third parties. Requests may be made only once a year and are free of charge. We currently do not share any personally identifiable information with third parties for their direct marketing purposes.

If you have questions regarding this Privacy Notice or our collection, use, or retention of your information, please contact us at


Last modified: November 23, 2022

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