We know you care about your privacy, and we do too.
Effective as of 09/28/2023.
As a User of Advisor.com, you may exchange communication with Advisor.com through means that are not inherently secure, including, but not limited to, email and phone. Any and all communication between you and Advisor.com, such as emails and any attachments to them (the “Communication”) is confidential and is for the use only of the intended recipient. The Communication may contain copyright material of Advisor.com or any of its related entities or third parties. If a recipient is not the intended recipient of the Communication, please notify the sender immediately by return email, delete the Communication, and do not read, copy, print, retransmit, store or act in reliance on the Communication. Any views expressed in the Communication are those of the individual sender only, unless expressly stated to be those of Advisor.com. Advisor.com does not guarantee the integrity of the Communication, or that it is free from errors, viruses, or interference.
Advisor.com may ask you for additional personal information when you become a User, such as your name or picture, in order to provide personalized services to you and to provide the necessary information for financial advisers to service you correctly. Advisor.com stores, processes, and maintains data related to you in order to provide its products and services through the Site. Advisor.com’s uses for this data are described below. When you use the Site, Advisor.com’s servers automatically record certain information about your use of the Site. Similar to other web services, Advisor.com records information such as browsing activity, data displayed or clicked on (such as UI elements, and links), and other information (such as browser type, IP address, date and time of access, cookie ID, and referrer URL). Along with cookies, Advisor.com may also use third party tracking technology, such as Google Analytics, to record similar information regarding you and your activity on the Site. Advisor.com is not directed to anyone under the age of 18. If a parent or guardian becomes aware that his or her child under the age of 18 has provided us with personally identifiable information without his or her consent, he or she should contact us at firstname.lastname@example.org. If we become aware that a child under the age of 18 has provided us with personally identifiable information, we will delete such information from our files.
Should a user become a User of the Advisor.com Registered Investment Adviser Business also referred to as Advisor Wealth Management (“AWM”) by entering into a User services agreement user may be subject to additional terms and conditions as well as data gathering, retention and privacy standards.
Use Of Information
Advisor.com maintains and processes your Advisor.com self-reported information and its contents to provide Advisor.com’s products and services to you. In addition, we may use this information to improve our services. Advisor.com’s servers process the information you provide to Advisor.com for various purposes, including but not limited to formatting and displaying your information, delivering related content, sharing community information, and other purposes relating to the Site. As a User, Advisor.com may also process information for directing bill payments, transfers, or account activity, or for reporting your cash flow plan and performance.
If you decide at any time that you no longer wish to receive marketing communications from us, please follow the “unsubscribe” instructions provided in the communications.
Information Sharing And Onward Transfer
Special Rules For The Use and Sharing Of Information Of Users
If you wish to become a User, we will ask you for certain information, including, but not limited to, your full legal name, contact information, birth date, income, expenses, approximate net worth, and other disclosures that may be necessary. We require such information in order to be able to provide our services to Users in accordance with the rules of regulatory bodies. You may choose not to provide such information to us, but you will not be able to become a User. You may decline to provide personal information to Advisor.com. Declining to provide personal information may disqualify you for Advisor.com services and Site features that require certain personal information to return relevant matches.
We may share your information with Third Party Service providers or relevant financial advisers matches in our network in order to provide you the advisory services or account related services. If you choose to unsubscribe, please contact email@example.com
Changes To This Policy