CD Rate Match
  • Non-callable brokered CDs
  • Rates clearly dated
  • No Social Security number required to compare
  • No obligation

Privacy Policy

Effective date: August 6, 2026

Overview

CD Rate Match (“we,” “us,” or “our”) operates cdratematch.com, an informational comparison and marketing website for certificates of deposit. This Privacy Policy explains what information we collect, how we use it, and with whom we share it. By using this website or submitting the request form, you agree to the practices described here.

Information we collect

Information you provide. When you complete the request form, we collect your desired CD term, deposit amount range, ZIP code, funding timing, savings objective, first and last name, email address, and phone number, along with the consent you give at submission.

Verification information. If phone verification is used, we collect the verification code you enter and whether verification succeeded.

Automatically collected information. We collect device and usage data such as IP address, browser type, pages viewed, referring URL, and timestamps.

Attribution information. We capture marketing parameters such as utm_source, utm_medium, utm_campaign, utm_term, utm_content, click identifiers, the landing page URL, and the referrer, so we can understand how visitors reach the site.

We do not intentionally collect Social Security numbers, account numbers, or other sensitive financial identifiers through this website. Please do not submit them.

How we use information

  • To process and respond to your request
  • To match your stated preferences with participating providers
  • To verify contact details and reduce incorrect or duplicate submissions
  • To contact you by phone, email, or text about your request
  • To measure marketing performance and improve the website
  • To detect fraud, abuse, and security incidents
  • To comply with legal, regulatory, and recordkeeping obligations

How we share information

Participating providers and marketing partners. When you submit the form, your information may be shared with one or more banks, brokerages, or their authorized marketing partners so they can contact you about certificate-of-deposit options. Once shared, the receiving party’s own privacy policy governs its use of your information.

Service providers. We share information with vendors that host our site, deliver messages, verify phone numbers, and provide analytics, in each case for the purpose of operating this website.

Legal and business transfers. We may disclose information when required by law or legal process, to protect our rights or the safety of others, or in connection with a merger, acquisition, financing, or sale of assets.

We do not sell your information for money.

Telephone and text message consent

By submitting the form, you provide prior express written consent for CD Rate Match and participating providers to contact you at the phone number you provide, including by automatic telephone dialing system, artificial or prerecorded voice, and SMS text message, even if that number appears on a federal or state Do Not Call list. Consent is not a condition of any purchase. Message and data rates may apply. Reply STOP to opt out of texts and HELP for help.

Cookies and analytics

We use cookies, local storage, pixels, and similar technologies to remember your form progress, capture attribution data, and measure site performance, including through tag-management and analytics tools. Most browsers let you block or delete cookies, though some site features may not work correctly if you do.

Your choices and privacy rights

You may opt out of marketing email by using the unsubscribe link in any message, opt out of text messages by replying STOP, and ask providers who contact you to place you on their internal do-not-call list.

Depending on your state of residence, you may have the right to request access to, correction of, or deletion of your personal information, to obtain a copy of it, to opt out of targeted advertising or sharing, and to be free from discrimination for exercising these rights. To make a request, contact us using the details below. We may need to verify your identity before responding.

Data retention and security

We keep submitted information for as long as needed to fulfill your request and to meet legal, compliance, and recordkeeping requirements, and we use administrative, technical, and physical safeguards designed to protect it. No method of transmission or storage is completely secure.

Children's privacy

This website is intended for U.S. residents who are at least 18 years old. We do not knowingly collect information from children under 13.

Changes to this policy

We may update this Privacy Policy from time to time. Changes take effect when the revised policy is posted with a new effective date.

Contact us

CD Rate Match
347 5th Ave #1402, New York, NY 10016
support@cdratematch.com

You can also reach us through the contact page.