Last updated: November 2, 2026
Beyond The Bank LLC (“Beyond The Bank,” “we,” “us,” or “our”), a subsidiary of Phoenix Capital Solutions Corp., respects your privacy and is committed to protecting the personal information of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit gobeyondthebank.com or engage with our card and capital programs.
Information We Collect
We may collect the following categories of information:
- Contact information such as your name, email address, phone number, and mailing address.
- Identity and verification information collected during membership review, KYC (Know Your Customer), and AML (Anti-Money Laundering) review, including government-issued identification and proof of eligibility.
- Financial information relevant to evaluating card tier eligibility and Auxo Wealth Management, such as asset documentation, bank references, and transaction details.
- Technical information such as IP address, browser type, device information, and browsing behavior collected automatically through cookies and similar technologies.
How We Use Your Information
We use the information we collect to:
- Evaluate eligibility and process applications for card membership and Auxo Wealth Management;
- Conduct due diligence, KYC/AML verification, and regulatory compliance checks;
- Communicate with you about your inquiry, application, or engagement;
- Maintain the security and integrity of our website and systems;
- Comply with applicable laws, regulations, and legal process; and
- Improve our website and services.
How We Share Information
We do not sell your personal information. We may share information with:
- Our card-issuing partner, Borderless Banking, and other banking, escrow, or brokerage partners involved in structuring or executing your card or capital program;
- Professional advisors, auditors, and compliance service providers who assist us in verification and due diligence;
- Regulators and government authorities where required by law; and
- Service providers that support our website and business operations, subject to confidentiality obligations.
Data Security
We maintain administrative, technical, and physical safeguards designed to protect personal and financial information from unauthorized access, disclosure, alteration, or destruction. Segregated accounts, encrypted transmission, and restricted internal access are used where applicable. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to operate the site, remember preferences, and understand how visitors use our site. You can control cookies through your browser settings; disabling cookies may affect site functionality.
We use Google Analytics to measure how visitors find and use this website, for example which pages are viewed and when a phone number is tapped. Google Analytics uses cookies and collects information such as pages visited, approximate location, and device and browser type. To learn how Google uses this information, see How Google uses information from sites that use its services. You can opt out with the Google Analytics opt-out browser add-on.
Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, including to satisfy legal, accounting, regulatory, and reporting requirements applicable to financial services engagements.
Your Rights and Choices
Depending on your jurisdiction, you may have rights to access, correct, or request deletion of your personal information, or to object to certain processing. To make a request, contact us using the information below. We will respond in accordance with applicable law, noting that certain records must be retained to comply with financial recordkeeping obligations.
Children’s Privacy
Our services are intended for eligible members and business clients and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be reflected by an updated “Last updated” date at the top of this page.
Contact Us
If you have questions about this Privacy Policy or wish to exercise your privacy rights, contact us at joshua@phxcapsolutions.com, or by mail at 1555 Palm Beach Lakes Blvd #800, West Palm Beach, FL 33401.