ShareBuilder Advisors is committed to your privacy. Our goal is to maintain your trust and confidence when handling the personal and financial information for you, your company and your employees.
“Contact Information” refers to data including your name, address, telephone number, and email address.
“Personal Nonpublic Information” refers to personally identifiable information about you and transactions in your account. This can include items like your social security number, account numbers, and information about assets, accounts, transactions and tax status.
“Confidential Business Information” refers to similarly sensitive information collected by ShareBuilder, but which is owned by any business entity you may be acting on behalf of to consider or to purchase and implement a ShareBuilder 401k or other retirement plan services.
Scope of Policy
What Information Do We Collect and How Do We Use It?
To provide 401(k) financial services to you, we will ask you to provide Contact Information, Personal Nonpublic Information, and/or Confidential Business Information about you or your company. We will obtain this information from applications or other forms you complete, your transactions with us, correspondence between you and ShareBuilder and, in some cases, consumer reporting agencies, demographic marketing companies and third parties with whom we jointly market financial products and services. We collect and record information about usage of our websites to better serve our users and enhance the products and services we provide.
When you request information about ShareBuilder 401k services, we will use your information to provide you with the requested ShareBuilder 401k materials, to follow-up with you from time to time via email, mail or telephone, and to provide you with additional information describing and promoting the ShareBuilder 401k. Any email we send to you will contain clear instructions for opting out of future communications offering ShareBuilder services. Additionally, ShareBuilder may use your information to provide certain aspects of the ShareBuilder 401k services, to better understand how the ShareBuilder 401k services are being used and to enhance the provision of such services.
With Whom Do We Share Information?
“Cookies” are elements of data that a website can send to your browser and store on your computer. Our cookies do not collect or contain personal information about you or compromise the confidentiality of your personal information.
Our system automatically gathers information about the areas you visit on our sites and about the links you may select from within our site to other areas of the Internet. We use such information in the aggregate to understand how our users as a group use the services and resources provided on our sites. This way we know which site areas are favorites of our users, which areas may need improvement, and what technologies are being used so that we may continually improve our sites. We may link such usage information to Contact Information or Personal Nonpublic Information to securely verify your identity, to personalize aspects of your experience on our websites and to better understand which information or services are of greater value to our customers.
We may share aggregated statistical information with our partners, suppliers and other third-parties, but we will not share any individual names, personal navigation or other personal information.
We may use third-party advertising companies to serve ads on our behalf. These companies may employ cookies and tags to measure advertising effectiveness. Any information that these third-parties collect via cookies and tags is completely anonymous.
You can choose whether to accept cookies by changing your browser settings. You can reset your browser to refuse all cookies or allow your browser to show you when a cookie is being sent. You can also erase cookies already stored on your computer. If you choose not to accept these cookies or if you erase them, your experience at our site and other websites may be diminished and some features may not work as intended. For more information on working with cookies, you should consult the User Manual, FAQ or Help function of your specific browser and operating system software.
While you are browsing our websites, you might be directed to websites operated by third parties. These other websites may send their own cookies to you and collect data or solicit personal information. We do not control and are not responsible for what third parties do on their separate websites, or how they handle information about you.
ShareBuilder also uses web analytics services to provide additional tracking and analysis of website browsing and usage of our websites in order to better understand how our customers and other website visitors use our websites and the services we offer. ShareBuilder does not allow the web analytics providers to capture or transmit any transactional information, banking information, credit card information or other personal financial information. The data collected does include your email address and a unique customer identifier that ShareBuilder (not the web analytics providers) can use to associate data collected with the individual customers. We use this data to continually improve our websites and the services we offer, and also to help us deliver the most relevant products and services to our customers.