Privacy Policy

We may collect the following types of information:

Information You Provide Directly

• Contact information — name, email address, phone number, and business name when you fill out a consultation request or contact form.
• Lead magnet submissions — name and email address when you request our free Processor Comparison Checklist.
• Communications — any messages, questions, or feedback you send us by email or through our website forms.

Information Collected Automatically

• Log data — IP address, browser type, operating system, referring URLs, pages visited, and time spent on pages.
• Cookies and similar technologies — we use cookies to maintain session state and improve site performance. You may disable cookies in your browser settings, though some features may not function properly.

Information We Do Not Collect

We do not collect payment card numbers, bank account information, Social Security numbers, or other sensitive financial data through this website. Any payment processing discussions occur through secure, separate channels.

We use the information we collect to:

• Respond to your consultation requests and inquiries
• Deliver the Processor Comparison Checklist and related educational resources you requested
• Send follow-up emails in our nurture sequence (you may unsubscribe at any time)
• Improve our website content and user experience
• Comply with applicable laws and regulations
• Protect against fraudulent or unauthorized activity

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

If you submit your email address through our lead magnet or contact form, you may receive a series of educational emails about merchant services topics. Each email includes an unsubscribe link. You may opt out at any time by:

• Clicking the "unsubscribe" link in any email we send
• Emailing us directly at info@optixmerchantgroup.com with "Unsubscribe" in the subject line

We use Microsoft 365 to send transactional and marketing emails. Your email address is stored securely and is not shared with third-party marketing platforms.

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Optix Merchant Group. This includes SMS messages for conversations (external). Message frequency varies. Message and data rates may apply. See our privacy policy at https://www.optixmerchantgroup.com/privacy-policy. Message HELP for help. Reply STOP to any message to opt out.

We will not share your SMS opt-in data or phone number with any third party for marketing purposes. Standard message and data rates may apply based on your carrier plan. You may opt out at any time by replying STOP to any SMS message from us.

We may share your information only in the following limited circumstances:

• Service providers — trusted vendors who assist us in operating our website or conducting our business (e.g., hosting providers), subject to confidentiality obligations.
• Legal requirements — if required by law, court order, or governmental authority.
• Business transfers — in connection with a merger, acquisition, or sale of all or a portion of our assets, with notice provided to affected users.
• Protection of rights — to protect the rights, property, or safety of Optix Merchant Group, our clients, or others.

We do not share your information with payment processors, ISOs, or other merchant services companies without your explicit consent.

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, or as required by law. Lead and contact information is retained for up to 3 years from the date of collection, after which it is securely deleted. You may request deletion of your data at any time by contacting us.

Our website uses cookies — small text files stored on your device — to improve functionality and analyze traffic. We use:

• Essential cookies — required for the site to function (e.g., session management).
• Analytics cookies — help us understand how visitors interact with our site (aggregated, non-personal data).

You can control cookie settings through your browser. Disabling cookies may affect certain features of the site. Our cookie consent banner allows you to accept or decline non-essential cookies.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. These include:

• HTTPS encryption for all data transmitted to and from our website
• Security headers (X-Content-Type-Options, X-Frame-Options, Referrer-Policy)
• Rate limiting on form submission endpoints to prevent abuse
• Restricted access to stored lead data

No method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Our website is not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately and we will delete it promptly.

Depending on your location, you may have the right to:

• Access — request a copy of the personal information we hold about you.
• Correction — request that we correct inaccurate or incomplete information.
• Deletion — request that we delete your personal information.
• Opt-out — unsubscribe from marketing emails at any time.

To exercise any of these rights, contact us at info@optixmerchantgroup.com. We will respond within 30 days.

Optix Merchant Group is headquartered in Texas. Texas residents may have additional rights under the Texas Data Privacy and Security Act (TDPSA), including the right to access, correct, delete, and opt out of the sale of personal data. We do not sell personal data. To submit a privacy request, contact us using the information below.

We may update this Privacy Policy from time to time. When we do, we will revise the "Effective Date" at the top of this page. We encourage you to review this policy periodically. Continued use of our website after changes are posted constitutes your acceptance of the updated policy.

If you have questions or concerns about this Privacy Policy, please contact us: