Policies & documents
Every policy governing your use of Dividend Portfolio Planner lives here. Documents marked Required must be accepted at signup and again when a new version is published. Everything else is informational — download at any time.
Prohibited behavior on the platform — scraping, abuse, ToS violations.
The agreement governing every DPP affiliate, influencer, referrer, and channel partner.
Which cookies and browser storage we set, and how to control them.
For team customers: GDPR/CCPA processor commitments and subprocessor list.
What personal data we collect, how it's used, retention, and your rights.
How we protect data at rest and in transit, incident response, disclosure policy.
The rules for using DPP and the agreement between you and Dividend Portfolio Planner.
Questions about these policies? Contact us and we'll route your message to the right team.