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Cookie Policy

Last updated: July 1, 2026

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Essential Statistics Marketing

ExchangiFi, LLC — Cookie Policy

2000 PGA Blvd., Suite 4440, Office LL, Palm Beach Gardens, FL 33408 · +1-561-206-2416 · [email protected] · exchangifi.com

This page provides comprehensive information about how we use cookies on our website to enhance your browsing experience, improve website performance, and deliver personalized content. Cookies are small text files that are stored on your device when you visit our site. They help us understand how visitors interact with our website, allowing us to offer a smoother and more efficient user experience. In the table below, you will find detailed information about each type of cookie we use, their purpose, and how long they remain on your device. We are committed to respecting your privacy and providing transparency about the data we collect through cookies. For more information on how we handle your personal data, please see our Privacy Policy.

Essential

Essential cookies enable basic functions and are necessary for the proper function of the website.

NameDescriptionDuration
wpconsent_geolocationThis cookie is used to store the consent settings based on the visitor's location.30 days
wpconsent_preferencesThis cookie is used to store the user's cookie consent preferences.30 days

Cloudflare

Web security and performance provider; this cookie supports bot mitigation and rate-limiting, not personal tracking.

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NameDescriptionDuration
_cfuvidDistinguishes individual users behind a shared IP for Cloudflare's rate-limiting logicsession

Google Tag Manager

Google Tag Manager simplifies the management of marketing tags on your website without code changes.

NameDescriptionDuration
cookiePreferencesRegisters cookie preferences of a user2 years
tdRegisters statistical data on users' behaviour on the website. Used for internal analytics by the website operator.session

WP Consent API

WP Consent API is a plugin that standardizes the communication of accepted consent categories between plugins.

NameDescriptionDuration
theme-mode12 months
wp_consent_{category} Stores your consent preference for a specific cookie category (e.g., functional, marketing). It ensures consistent consent management across WordPress plugins supporting the WP Consent API. 30 days

Statistics

Statistics cookies collect information anonymously. This information helps us understand how visitors use our website.

Google Analytics

Google Analytics is a powerful tool that tracks and analyzes website traffic for informed marketing decisions.

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NameDescriptionDuration
_gac_Contains information related to marketing campaigns of the user. These are shared with Google AdWords / Google Ads when the Google Ads and Google Analytics accounts are linked together.90 days
__utmaID used to identify users and sessions2 years after last activity
__utmtUsed to monitor number of Google Analytics server requests10 minutes
__utmbUsed to distinguish new sessions and visits. This cookie is set when the GA.js javascript library is loaded and there is no existing __utmb cookie. The cookie is updated every time data is sent to the Google Analytics server.30 minutes after last activity
__utmcUsed only with old Urchin versions of Google Analytics and not with GA.js. Was used to distinguish between new sessions and visits at the end of a session.End of session (browser)
__utmzContains information about the traffic source or campaign that directed user to the website. The cookie is set when the GA.js javascript is loaded and updated when data is sent to the Google Anaytics server6 months after last activity
__utmvContains custom information set by the web developer via the _setCustomVar method in Google Analytics. This cookie is updated every time new data is sent to the Google Analytics server.2 years after last activity
__utmxUsed to determine whether a user is included in an A / B or Multivariate test.18 months
_gaID used to identify users2 years
_galiUsed by Google Analytics to determine which links on a page are being clicked30 seconds
_ga_ID used to identify users2 years
_gidID used to identify users for 24 hours after last activity24 hours
_gatUsed to monitor number of Google Analytics server requests when using Google Tag Manager1 minute

HubSpot

HubSpot is an all-in-one marketing, sales, and customer service platform that streamlines business growth.

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NameDescriptionDuration
cookietestSession
__hstcThe main cookie for tracking visitors.13 months
hubspotapiThis cookie allows the user to access the app with the correct permissions.7 days
hubspotutkThis cookie keeps track of a visitor's identity. It is passed to HubSpot on form submission and used when deduplicating contacts.13 months
hubspotapi-prefsThis is used with the hubspotapi cookie to remember whether the user checked the 'remember me' box (controls the expiration of the main cookie's authentication).1 Year
__hsscThis cookie keeps track of sessions.30 minutes
__hs_opt_outThis cookie is used by the opt-in privacy policy to remember not to ask the visitor to accept cookies again.13 months
__hssrcWhenever HubSpot changes the session cookie, this cookie is also set to determine if the visitor has restarted their browser.session
hubspotapi-csrfThis is used for CSRF prevention - preventing third party websites from accessing your data. Expires after a year.1 year
messagesUtkThis cookie is used to recognize visitors who chat with you via the chatflows tool. If the visitor leaves your site before they're added as a contact, they will have this cookie associated with their browser.13 months
__hs_do_not_trackThis cookie can be set to prevent the tracking code from sending any information to HubSpot.13 months
__hs_cookie_cat_prefThis cookie is used to record the categories a visitor consented to.6 months
__hs_initial_opt_inThis cookie is used to prevent the banner from always displaying when visitors are browsing in strict mode.7 days
__hs_gpc_banner_dismissThis cookie is used when the Global Privacy Control banner is dismissed.180 days
hs_ab_testThis cookie is used to consistently serve visitors the same version of an A/B test page they’ve seen before.session
__hs_notify_banner_dismissThis cookie is used when the website uses a Notify consent banner type.180 days
hs-messages-is-openThis cookie is used to determine and save whether the chat widget is open for future visits.30 minutes
hs-messages-hide-welcome-messageThis cookie is used to prevent the chat widget welcome message from appearing again for one day after it is dismissed.1 day
__hsmemThis cookie is set when visitors log in to a HubSpot-hosted site.1 year
hs-membership-csrfThis cookie is used to ensure that content membership logins cannot be forged.session
hs_langswitcher_choiceThis cookie is used to save the visitor's selected language choice when viewing pages in multiple languages.2 years

Jetpack Stats

Jetpack's built-in visitor analytics. It records page views, referring sites, search terms, and outbound link clicks, and also carries the shared visitor-tracking library used by Jetpack Instant Search and WooCommerce Analytics.

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NameDescriptionDuration
tk_aiStores a randomly-generated anonymous visitor ID so Jetpack's Tracks analytics library can link tracking events to the same visitor.Session in wp-admin; up to 5 years on the frontend
tk_qsQueues analytics events for Jetpack's Tracks library so none are lost if the page closes before they can be sent.30 minutes
tk_tcUsed once per page load to work out which cookie domain the Tracks library should use, then removed as soon as it's read back.Session (deleted immediately after use)
tk_aipStores a list of anonymous visitor IDs so they can be merged into one identity once a visitor is recognized.Up to 5 years

Marketing

Marketing cookies are used to follow visitors to websites. The intention is to show ads that are relevant and engaging to the individual user.

Calendly

Online scheduling tool embedded to let visitors book meetings/calls directly from the site.

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NameDescriptionDuration
_calendly_sessionMaintains an active session while interacting with the scheduling widget21 days

Facebook

Ad tracking, conversion measurement, audience retargeting

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NameDescriptionDuration
_fbpUsed by Meta Pixel to identify browsers for the purpose of delivering advertising and measuring ad performance across Facebook and Instagram.3 months

Facebook Pixel

Facebook Pixel is a web analytics service that tracks and reports website traffic.

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NameDescriptionDuration
_fbcUsed to track the last session visit.12 months
_fbpUsed to track the user across multiple sessions.3 months
frUsed to track the user across multiple sessions.3 months

HubSpot

HubSpot is an all-in-one marketing, sales, and customer service platform that streamlines business growth.

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NameDescriptionDuration
__hstcThe main cookie for tracking visitors.13 months
hubspotutkThis cookie keeps track of a visitor's identity. It is passed to HubSpot on form submission and used when deduplicating contacts.13 months
__hsscThis cookie keeps track of sessions.30 minutes
__hssrcWhenever HubSpot changes the session cookie, this cookie is also set to determine if the visitor has restarted their browser.session
messagesUtkThis cookie is used to recognize visitors who chat with you via the chatflows tool. If the visitor leaves your site before they're added as a contact, they will have this cookie associated with their browser.13 months
hs-messages-hide-welcome-messageThis cookie is used to prevent the chat widget welcome message from appearing again for one day after it is dismissed.1 day
__hsmemThis cookie is set when visitors log in to a HubSpot-hosted site.1 year
hs-membership-csrfThis cookie is used to ensure that content membership logins cannot be forged.session
hs_langswitcher_choiceThis cookie is used to save the visitor's selected language choice when viewing pages in multiple languages.2 years
hubspotapiThis cookie allows the user to access the app with the correct permissions.7 days
hubspotapi-prefsThis is used with the hubspotapi cookie to remember whether the user checked the 'remember me' box (controls the expiration of the main cookie's authentication).1 Year
__hs_opt_outThis cookie is used by the opt-in privacy policy to remember not to ask the visitor to accept cookies again.13 months
hubspotapi-csrfThis is used for CSRF prevention - preventing third party websites from accessing your data. Expires after a year.1 year
__hs_do_not_trackThis cookie can be set to prevent the tracking code from sending any information to HubSpot.13 months
__hs_cookie_cat_prefThis cookie is used to record the categories a visitor consented to.6 months
__hs_initial_opt_inThis cookie is used to prevent the banner from always displaying when visitors are browsing in strict mode.7 days
__hs_gpc_banner_dismissThis cookie is used when the Global Privacy Control banner is dismissed.180 days
hs_ab_testThis cookie is used to consistently serve visitors the same version of an A/B test page they’ve seen before.session
__hs_notify_banner_dismissThis cookie is used when the website uses a Notify consent banner type.180 days
hs-messages-is-openThis cookie is used to determine and save whether the chat widget is open for future visits.30 minutes

Klaviyo, Inc.

Email marketing and automation platform (SMS, pop-ups, segmentation)

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NameDescriptionDuration
__kla_idIdentifies website visitors and links their on-site activity to their Klaviyo marketing profile, enabling personalized email campaigns and abandoned cart recovery.1 year

LinkedIn

LinkedIn's advertising and analytics cookies, used for ad retargeting, cross-domain identification, and campaign conversion tracking.

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NameDescriptionDuration
UserMatchHistoryLinkedIn Ads cookie used to match visitors with LinkedIn ad campaigns (retargeting)30 days
AnalyticsSyncHistorySyncs analytics data across LinkedIn-related domains30 days
li_sugrUsed to identify a browser ID for analytics/ad measurement purposes90 days
lidcUsed for routing/load-balancing and short-term session tracking on LinkedIn's infrastructure24 hours
bscookieSecure browser ID used with SSO/security-related LinkedIn features6 months
bcookieBrowser identifier cookie used across LinkedIn to recognize the same browser6 months

LinkedIn Insight

LinkedIn Insight is a web analytics service that tracks and reports website traffic.

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NameDescriptionDuration
langUsed to remember language settings.Session
lidcUsed for routing and session management.24 hours
liapUsed for authentication of LinkedIn members.90 days
li_oatmlUsed for identifying LinkedIn Members for advertising and analytics.30 days
li_sugrUsed to make a probabilistic match of a user's identity.90 days
li_fat_idUsed for member indirect identifier for conversion tracking.30 days

Twitter / X

Twitter/X advertising and analytics pixel used for ad conversion tracking, retargeting, and audience measurement

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NameDescriptionDuration
cal_anonymous_idAnonymous identifier used for internal Calendly analytics6 months
muc_adsSet via t.co (X's link shortener) for cross-domain ad tracking6 months
personalization_idTracks browser across sessions to personalize ads/content6 months
guest_id_marketingUsed for marketing analytics and campaign attribution6 months
guest_id_adsUsed specifically for ad targeting and measurement6 months
guest_idIdentifies the browser as a guest for ad and content personalization6 months
_twpidTwitter Ads pixel identifier used to track conversions from X ad campaigns6 months

X (formerly Twitter) Pixel

X Pixel enables businesses to track user interactions and optimize ad performance on the X platform effectively.

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NameDescriptionDuration
guest_idThis cookie is set by X to identify and track the website visitor. Registers if a users is signed in the X platform and collects information about ad preferences.2 years
personalization_idUnique value with which users can be identified by X. Collected information is used to be personalize X services, including X trends, stories, ads and suggestions.2 years
external_refererOur Website uses X buttons to allow our visitors to follow our promotional X feeds, and sometimes embed feeds on our Website.2 years

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Essential Statistics Marketing
ExchangiFi

Connecting wealth managers with ETF issuers and automating Section 351 exchanges.

Member, Fintech Sandbox Legal counsel: Mintz Incorporated 2026, Delaware LLC
Platform
Press Hub Team Page Press Releases About ExchangiFi FAQs
Learn more
351 Exchange 351 Conversion Section 351 Exchange Section 351 ETF
Contact
Contact us Register +1-561-206-2416 [email protected] 2000 PGA Blvd.
Suite 4440, Office LL
Palm Beach Gardens, FL 33408
Terms of Service Disclaimers & Disclosures Privacy Policy Do Not Sell or Share My Personal Information
© 2026 ExchangiFi LLC. All rights reserved. Patent pending, U.S. Patent Application No. 19/639,194.
Important disclosures

ExchangiFi is a technology company. We provide software that helps wealth managers, advisors, and ETF sponsors evaluate and coordinate in-kind contributions of securities. We are not an investment adviser, broker-dealer, law firm, or accounting firm, and we are not registered as any of those. Nothing on this site is investment advice, a recommendation to buy or sell any security, a legal opinion, or tax advice. We do not solicit securities transactions, recommend funds, or receive transaction-based compensation.

Fund information on this site is provided by third parties and has not been independently verified. It is not an offer to sell or a solicitation to buy shares of any fund. Investors should read a fund's prospectus or summary prospectus carefully before investing. All investing involves risk, including possible loss of principal. Past performance does not guarantee future results.

Section 351 exchanges are complex and fact-specific. A qualifying exchange defers tax. It does not eliminate it. Cost basis and holding period carry over to the fund shares, so a later sale can trigger previously deferred gains. Qualification depends on strict diversification and control requirements, and there is no guarantee any transaction will qualify. Tax treatment is also subject to change in law or regulation. Consult a qualified tax advisor and legal counsel before contributing assets in reliance on Section 351.