Last Updated January 2021
Protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use personally identifiable information in order to provide our customers with a broad range of financial products and services as effectively and conveniently as possible.
Our clients benefit from information shared within our Robo Advisor™ corporate family. "Our affiliates" are companies with which we share common ownership or control and which offer insurance, pension, savings or investment or consumer products. It is important that we have the ability to share this information to provide the quality products and services associated with entrusting your financial business with us.
We collect only the information that is required to provide you with the highest quality professional services or that is required by law and regulation. We maintain strict security procedures to protect the information that we collect. We may collect personally identifiable information about you from the following sources:
We do not disclose any personally identifiable information about you to either our "affiliates" or non-affiliate vendors without your express consent, except as permitted by law. We may disclose the nonpublic personal information (as noted above) we collect to persons or companies that perform services on our behalf, that provide services to you, to financial institutions with which we have joint marketing agreements, and as required by law (for example regulators, law enforcement agencies).
We restrict access to your nonpublic personal information to those who have a legitimate need to know and only allow disclosures to persons and companies as permitted by law to assist in providing products and/or professional services to you. We maintain physical, electronic, and procedural safeguards in accordance with federal law and regulatory standards to protect your nonpublic personal information.
Any employee who has access to individual information receives training about and is required to follow company procedures designed specifically to keep that information confidential. These procedures are also designed to ensure that your financial information is accurate, current and complete. Please notify us if at any time our records contain incomplete or inaccurate information about you. Upon notification from you regarding our records, we will promptly address your concerns and make any necessary correction.
Protecting your privacy is an on-going process. As technology continues to advance, Robo Advisor™ will continue to evaluate its security standards and procedures associated with protecting your privacy. Nothing is more important to us than our clients’ trust and conﬁdence, and we will take whatever steps necessary to maintain the security of our professional relationships. Our policies and procedures for the disclosure of information, stated above apply to both current and former customers of Robo Advisor™.
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