Compliance

Last updated: February 25, 2026 — Our regulatory commitments

Compliance Framework

PortfolioX Network is committed to operating in compliance with all applicable laws, regulations, and industry standards across the jurisdictions we serve. Our compliance program is designed to protect our users while maintaining the highest standards of operational integrity.

Regulatory Status

Important Disclaimer: PortfolioX Network is not a registered broker-dealer, investment adviser, or financial institution. We do not provide investment advice, execute trades, or manage funds. We are an information-sharing and portfolio tracking platform only.

Compliance Certifications

✓ SOC 2 Type II
✓ GDPR
✓ CCPA
✓ PIPEDA
✓ ISO 27001 Aligned
✓ PCI DSS

Data Protection Regulations

General Data Protection Regulation (GDPR)

PortfolioX Network complies fully with the GDPR for users and visitors in the European Union and European Economic Area. Our compliance includes:

California Consumer Privacy Act (CCPA)

PortfolioX Network complies with CCPA and California's Consumer Privacy Rights Act (CPRA). California residents have rights including:

We do not sell or share personal information. To exercise your rights, contact [email protected].

Personal Information Protection and Electronic Documents Act (PIPEDA)

For Canadian users, PortfolioX Network complies with PIPEDA's 10 privacy principles:

Financial Regulations

Anti-Money Laundering (AML) Compliance

While PortfolioX Network does not directly handle funds, we implement AML best practices:

Market Integrity and Conduct

Accessibility Compliance

Web Content Accessibility Guidelines (WCAG)

PortfolioX Network is committed to providing accessible content in compliance with WCAG 2.1 Level AA standards:

For more information, see our Accessibility Statement.

Consumer Protection

User Rights and Protections

Financial Fraud and Deception Prevention

Records and Documentation

PortfolioX Network maintains comprehensive records including:

Third-Party Compliance

All third-party vendors and service providers are required to:

Compliance Team and Governance

Annual Compliance Review

PortfolioX Network conducts annual comprehensive compliance reviews including:

Regulatory Reporting

We comply with all regulatory reporting requirements, including:

Jurisdiction-Specific Compliance

United States

Compliance with federal and state regulations including:

International Users

We maintain compliance with applicable regulations in other countries where our users are located, including equivalent data protection and consumer protection laws.

Monitoring and Enforcement

Updates and Changes

As regulations evolve, PortfolioX Network will update our compliance practices accordingly. We will notify users of material changes affecting their rights or obligations.

Contact Compliance Team

For compliance inquiries, regulatory requests, or questions about our compliance program: