Privacy Policy

Effective date: June 7, 2026

This Privacy Policy explains how Schwab Funding (“we,” “us,” or “our”) collects and uses information when you visit our website or request information about funding options.

1. Information we collect

We may collect information you provide directly, such as your name, email address, phone number, business name, and details about your funding needs. We may also collect limited technical information automatically, such as IP address, browser type, and pages viewed, through cookies and similar technologies.

2. How we use information

• To respond to your inquiries and schedule consultations.
• To help you compare funding options and connect you with third-party funding providers.
• To operate, maintain, and improve our website and services.
• To communicate with you about your request, where you have consented or as otherwise permitted by law.
• To comply with legal obligations and protect against fraud or misuse.

3. How we share information

As a funding marketplace, we may share the information you provide with third-party funding providers and service partners so they can evaluate potential options for you. We may also share information with service providers that support our operations, in connection with a business transfer, and as required by law. We do not sell your personal information for money.

4. Credit inquiries

Reviewing your options is designed to involve a soft inquiry, which does not affect your credit score. If you choose to move forward with a specific offer, a funding provider may conduct a hard credit inquiry and request additional documentation. Hard inquiries are governed by the relevant provider and credit bureaus.

5. Cookies and tracking

We use cookies and similar technologies to operate the site, remember your preferences, and understand how the site is used so we can improve it. You can usually control or disable cookies through your browser settings, though some features may not work as intended without them.

6. Data retention and security

We retain personal information for as long as needed to fulfill the purposes described here or as required by law, and we use reasonable measures to protect it. No method of transmission or storage is completely secure.

7. Your choices and rights

You may opt out of marketing communications at any time by following the unsubscribe instructions in our messages or by contacting us. Depending on where you live, you may also have rights to access, correct, delete, or restrict the use of your personal information, and to opt out of certain processing. To exercise any rights available to you, contact us using the details below, and we will respond consistent with applicable law.

8. Children’s privacy

Our services are intended for business owners and are not directed to children. We do not knowingly collect personal information from children.

9. Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the effective date above.

10. Contact us

Questions about this policy can be sent to support@schwabfunding.com.