Your privacy is our top priority - Trust us to safeguard your personal information
TYPES OF PERSONAL INFORMATION WE COLLECT
We collect personal information from you when you use our services, including but not limited to:
Information you provide to us directly, such as your name, address, phone number, email address, and other contact information.
Information about your transactions with us, our affiliates, or others, such as investment allocations and performance, investment objectives, parties to transactions, account balances, and payment history.
Information we collect automatically when you use our website, such as your IP address and browsing behavior.
HOW WE USE YOUR PERSONAL INFORMATION
We use your personal information to provide you with our services, including but not limited to:
Preparing your tax returns and providing tax and financial planning advice.
Responding to your inquiries and requests.
Improving our services and website.
Complying with legal and regulatory obligations.
We may also use your personal information for marketing purposes, such as sending you promotional emails about our services. You can opt out of receiving these emails at any time by clicking the "unsubscribe" link at the bottom of the email.
PARTIES TO WHOM WE DISCLOSE INFORMATION
We may share your personal information with third parties in certain circumstances, including but not limited to:
Our affiliates, who may use your personal information to provide you with tax and financial planning solutions and opportunities.
Service providers who perform support and marketing services on our behalf, such as outside data processing, tax preparation, market research, and mailings.
Law enforcement or government agencies, if required by law or if we believe in good faith that such disclosure is necessary to protect our rights, your safety, or the safety of others.
We do not sell or rent your personal information to third parties.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF YOUR PERSONAL INFORMATION
We take reasonable measures to protect the confidentiality and security of your personal information. This includes but is not limited to:
Maintaining physical, electronic, and procedural safeguards to protect against unauthorized access, disclosure, and use of your personal information.
Restricting access to your personal information to employees and third-party service providers who need to know that information to provide services to you.
Despite our efforts, no security measures are perfect or impenetrable, and we cannot guarantee the security of your personal information.
YOUR CHOICES AND RIGHTS
You have certain choices and rights regarding the personal information we collect about you. These include but are not limited to:
Opting out of marketing emails by clicking the "unsubscribe" link at the bottom of the email.
Reviewing and updating your personal information by contacting us at email@example.com.
Requesting that we delete your personal information, subject to legal and regulatory obligations.
LAST UPDATED: February 16, 2023.