iCapital’s monitored terms show no notable changes since April 2026.
We monitor thirteen of iCapital’s public documents, including its Terms of Service, California Privacy Notice, GLBA Notice, Additional Jurisdiction Terms and Cookie Policy.
Since monitoring began in April 2026, the updates we detected were to page footers, banners, contact details and cookie notices. None changed the substance of the terms.
iCapital’s Terms of Service say it shares user data, including personal information, with third-party organizations that provide a common or related financial service directly to the user.
What iCapital’s documents say about client data.
Quoted from the current version of each document. The right-hand column shows how many of the 75 vendors we monitor have a matching clause.
Sharing data with third parties
Addressed“For the avoidance of doubt, as part of our Financial Services, we share User Data (including personal information) with third-party organizations that are providing a common or related financial service directly to you.”
What changed, and when.
Notable changes since monitoring began in April 2026, newest first. Each is written from our automated comparison of the before and after versions, then reviewed by a person.
We haven’t found a notable change to iCapital’s monitored documents since monitoring began in April 2026. 120 other updates were detected, such as formatting, page layout and wording changes.
13 iCapital documents.
Sub-documents are other iCapital documents that its policies link to, such as addenda and product terms. We list the ones identified so far; there may be others.
iCapital terms: common questions.
When did iCapital last change its terms?
We haven’t found a notable change to iCapital’s monitored documents since monitoring began in April 2026. The updates detected were to footers, banners, contact details and cookie notices.
Does iCapital share personal information with third parties?
Its Terms of Service say iCapital shares user data, including personal information, with third-party organizations providing a common or related financial service directly to the user.
Which iCapital documents does Legal Sentinel monitor?
Thirteen public documents, including the Terms of Service, California Privacy Notice, GLBA Notice, Additional Jurisdiction Terms, Cookie Policy and Business Continuity Statement.