Table of contents
Effective date: 09/06/2021
Savvy Advisors Privacy Notice
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 depend on the product or service you have with us.
This information can include:
- Social security number
- Risk tolerance
- Wire transfer instructions
- Date of birth
- Account numbers
When you are no longer our customer, we continue to share information about you as described in this notice.
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 Savvy Advisors chooses to share; and whether you can limit this sharing.
process your transactions, maintain your accounts(s) or respond to court orders and legal investigations.
and services to you
information about your transactions and experiences
information about our creditworthiness
To limit our sharing
- Call: 833-745-6789
- Email: email@example.com
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.
- Call: 833-745-6789 OR
- Email: firstname.lastname@example.org
Who we are
Who is providing this notice?
Savvy Advisors, Inc.
What we do
How does Savvy Advisors 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.
How does Savvy Advisors collect my personal information?
We collect your personal information, for example, when you
- Open a new brokerage account
- Seek financial advice
- Make deposits or withdrawals from your investment account
- Tell us about your investment or retirement portfolios
- Provide account information
We also collect your personal information from other financial institutions assist in serving you.
Why can't I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates' everyday business purposes--information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account unless you tell us otherwise.
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Savvy Wealth
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Savvy Advisors does not share 10t nonaffiliates so they can market to you.
formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Savvy Advisors does not jointly market.