Last Updated: June 10, 2018
Personal information we collect
Personal information is data that can be used to identify or contact a single person. This includes the following:
Your name, email address, and mobile phone provided to create a user account for accessing the application.
Information from your use of the application and services. This includes: IP addresses, preferences, information about your browser, network or device (such as browser type and version, operating system, internet service provider, preference settings, unique device IDs and language and other regional settings), information about how you interact with the Services (such as timestamps, clicks, scrolling, browsing times, searches, transactions, load times, and problems you may encounter, such as loading errors).
Information provided by your Wealth Advisor who have subscribed to our services.
Other information submitted to us through Third Party Services, such as custodian and brokerage firms, data aggregations service (By All Accounts, MX, and others).
How we collect personal information
We obtain personal information from various sources in the following ways:
Provided directly into our application by your or your advisors.
We record some of it automatically when you use our application.
We receive some of it from third parties sources.
How we share your personal information
Personal information will only be shared by WealthSite to provide or improve our products and services; it will not be shared with or sold to third parties for their marketing purposes. We share personal information in the following ways:
Personal information will only be shared by WealthSite to provide or improve our products and services; it will not be shared with or sold to third parties for their marketing purposes.
Strategic Partners: At times we may make certain personal information available to strategic partners that work with WealthSite to provide integration of services.
Service Providers: We may share personal information with companies who provide services such as financial custodians. These companies are obligated to protect your information.
Business Transfers: if we are involved in a reorganization, merger, acquisition or sale of some or all of our assets, your personal information may be transferred as part of that deal
Following the law or protecting rights and interests: It may be necessary − by law, legal process, litigation, and/or requests from public and governmental authorities for WealthSite to disclose your personal information. We may also disclose information if we determine that disclosure is reasonably necessary to protect our operations or users.
Protection of Personal Information
WealthSite takes the security of your personal information very seriously. We protect your personal information during transit using encryption such as Transport Layer Security (TLS). When your personal data is stored by WealthSite, we use computer systems with limited access housed in facilities using physical security measures. However, with the security measures we take to protect your information, no data transmission over the Internet or other public network can be guaranteed to be 100% secure.
Change to Privacy Statement:
WealthSite may update this Privacy Statement from time to time. You can see when it was revised by checking the Last Updated date at the top of this page. All changes will be effective from the time they are posted to this site.
If you have any questions regarding this Privacy Statement you may contact us at firstname.lastname@example.org.