What Does PathWise Do with Your Personal 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 can include:
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons why financial companies can share their customers’ personal information, the reasons PathWise chooses to share personal information and whether you can limit this sharing.
Who We Are
Who is providing this notice?
2255 Contra Costa Blvd. Suite 207 Pleasant Hill CA 94523
What We Do
How does PathWise protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that we believe comply with federal law. These measures include computer safeguards and secured files and buildings. Our online environment uses security technologies, including layered security and access controls over personal information. For further information, please call us at 925-939-5607
How does PathWise collect my personal information?
We collect your personal information, for example, when you:
We may also collect your personal information from others such as credit bureaus, affiliates or other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
State Specific Regulation – California
In response to a California law, to be conservative, we assume accounts with California addresses do not want us to disclose personal information about you to non-affiliated third parties, except as permitted by California law. We also limit the sharing of personal information about you with our affiliates to ensure compliance with California privacy laws. We may share for purposes of providing services to you or to maintain our business but not for marketing purposes.
What happens when I limit sharing for an account, I hold jointly with someone else?
Your choices will apply to everyone on your account.
Companies related by common ownership or control. They can be financial and non-financial companies. Our affiliates include companies with a PathWise name; financial companies such as TD Ameritrade, non-financial companies and others.
Companies not related by common ownership or control. They can be financial and non-financial companies. Non-affiliates we may share information with include an independent representative’s new brokerage or an investment advisory firm.
A formal agreement between non-affiliates financial companies that together market financial products or services to you. This may include banks, credit unions or other financial institutions with which we have a joint marketing agreement
Third Parties we share for providing services that you have not entered into a contract with.
Any Questions? Please call us at (925) 939-5607