What does AdvicePeriod, LLC do with your financial information?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depends on the product or service you have with us. This information can include:
- Social Security number and income
- Account balances and assets
- Transaction history
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons AdvicePeriod, LLC chooses to share; and whether you can limit this sharing.