Gramm-Leach-Bliley Privacy Notice
- Contact information including name, phone number, zip code, and email address
- Background information including age range, marital status, and household size
- Investment and retirement preferences
- Estimated assets and income
|Reasons we can share your personal information||Does SmartAsset share?||Can you limit this sharing?|
|For our everyday business purposes – such as to connect you with providers of financial products and services, process your transactions, maintain your account(s), respond to court orders and legal investigations, or conduct audits||Yes||No|
|For our marketing purposes – to offer our products and services to you||Yes||No|
|For joint marketing with other financial companies||Yes||No|
|For our affiliates’ everyday business purposes - information about your transactions and experiences||Yes||No|
|For our affiliates’ everyday business purposes - information about your creditworthiness||No||We do not share|
|For nonaffiliates to market to you||Yes||Yes|
Call 1-888-375-4407 —our menu will prompt you through your choices.
Email us at firstname.lastname@example.org.
If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
|Who we are|
|What we do|
|How does SmartAsset protect my personal information?||How does SmartAsset protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We use encryption in the transmittal of your sensitive personal information between your systems and ours and we use firewalls.|
|How does SmartAsset collect my personal information?|| We collect your personal information, for example, when you |
|Why can’t I limit all sharing?|| Federal law gives you the right to limit only |
|Affiliates|| Companies related by common ownership or control. They can be financial and nonfinancial companies. |
|Nonaffiliates|| Companies not related by common ownership or control. They can be financial and nonfinancial companies. |
|Joint marketing|| A formal agreement between nonaffiliated financial companies that together market financial products or services to you. |
|Other important information|
| NV: If you are consumer with a Nevada mailing address, we are providing you this notice under state law. If you prefer not to receive marketing calls from us, you may be placed on our internal Do Not Call List by contacting us at 1-888-375-4407; email@example.com; 632 Broadway, 4th Floor, New York, NY 10012. You may also contact the Nevada Attorney General's office: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; telephone number: 1-702-486-3132; email BCPINFO@ag.state.nv.us or AgInfo@ag.nv.gov. |
VT: If you are consumer with a Vermont mailing address, we will not share information we collect about you with companies outside of SmartAsset, unless the law allows. For example, we may share information with your consent, to service your accounts or under joint marketing agreements with other financial institutions with which we have joint marketing agreements. We may share information about our transactions or experiences with you within our corporate family without your consent.
CA: If you are a consumer with a California mailing address, we will not share information we collect about you with companies outside of SmartAsset, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits to which you are entitled.