Money guide pro login11/24/2023 Inferences drawn from other personal information, such as any additional profile information reflecting preferences and behavior (for example, a person’s risk tolerance related to investment strategies).Įnvestnet may receive the categories of personal information described above from you, your Representative(s), integration partners, government entities and third-party data providers who have the rights to provide us with your information.Professional or employment-related information, such as current or past job history and income and.Sensory data, such as customer service requests or questions directed to Envestnet through our websites or via telephone conversations.Geolocation data such as physical location or movement of devices, as applicable (for example, if accessing the Services through a voice-activated digital assistant).Internet or other similar network activity, like online identifier, Internet Protocol address, web browser, cookie identifiers and other identifiers that are automatically assigned to your computer or devices when you access the Internet and information on interactions with our Services, other websites, applications, or advertisements.Commercial information such as records of personal property, investment assets, account activity (including transactions, balances, positions and history), anticipated retirement expenses, expected values of future assets such as lump sum distributions from pensions or inheritances, and other purchasing or consuming histories or tendencies (for example, if you opt to share this information in order to view and analyze spending habits and work on budget performance).Classification characteristics like age, marital status, and sex.Customer records like a signature, address, telephone number, passport number, Social Security Number, driver’s license or state identification card number, insurance policy number, employment, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information as applicable as required to utilize insurance- related tools.Identifiers like postal address, email address, account name, unique personal identifier, login credentials, or other similar identifiers.Please contact your financial advisor if you have questions about their firm’s privacy policy.Īs part of providing a holistic picture of Your financial wellness, Envestnet may collect some or all of the following types of personal information: Those parties’ use of your personal information is governed by their respective privacy policy(ies). Your financial advisor, benefit plan sponsor, employer or association (and, if applicable, the firm with whom they are licensed) shall have access to the Services as you have permissioned them to have in your separate agreements with them. By using our Services, you agree to abide by the following terms and conditions for the Services. We present this Privacy Policy (the “Privacy Policy”) which discloses our privacy practices to respect the privacy of financial information and the security of consumer personal information.Įither you who are using this website (collectively with any co-client, “you” or “your”) or your financial advisor, benefit plan sponsor, employer or association (each, your “Representative”) has input your personal information and, if applicable, your co- client’s personal information, into the Envestnet software, products, websites, and/or services (the “Services”), to service your financial account(s) on your behalf, provide you customized financial planning resources, or generally assist you with your overall financial wellness. (collectively “Envestnet”, “we,” “us” or “our”) understand the value of maintaining privacy when handling financial information. (doing business as FolioDynamix), MoneyGuide, Inc., QRG Capital Management, Inc., and Tamarac Inc. and its subsidiaries and affiliates, Envestnet Financial Technologies, Inc., Envestnet Portfolio Solutions, Inc., Envestnet Retirement Solutions, LLC, Envestnet Embedded Advisory, Inc., FDX Advisors, Inc., Folio Dynamics Inc.
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