RevisedNovember2019,FACTS,WHAT DOES ELLEVEST DO WITH YOUR PERSONAL INFORMATION? ,Why?,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.,What?,The types of personal information we collect and share depend on the product or service youhave with us.
,This information can include:,§Social Security numberand income,§Account balances and transaction history ,§Employment information and assets,When you are no longerour customer, we continue to share your information as described in this notice.,How?,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 Ellevest chooses to share.
and whether you can limit this sharing.,Reasons we can share your personal informationDoes Ellevestshare?,Can you limit this ,sharing?,For our everyday business purposes—YesNo,such as to process your transactions, maintain your ,account(s) andrespond to court orders and legal ,investigations,For our marketing purposes—NoWe do not share,to offer our products and services to you,For joint marketing with other financial companies,NoWe do not share,For our affiliates’ everyday business purposes—NoWe do not share,information about your transactions and experiences,For our affiliates’everyday business purposes—NoWe do not share,information about your credit worthiness,For nonaffiliates to market to you,NoWe do not share,Questions?,Call 844-ELL-7100 or go to ellevest.com.
,Page 2,Who we are,Who is providing this notice?Ellevest, Inc.
(“Ellevest”).,What we do,How does Ellevest protect my To protect your personal information from unauthorized access and use, we use security ,personal information?measures that comply with federal law.
These measures include computer safeguards and ,secured files and buildings.
Our website uses cookies, but no personally identifiable information ,is stored within these cookies.,How does Ellevest collect my We collect your personal information, for example, when you,personal information?,§Open an accountand give us your contact informationor your income information,§Provide employment information or tell us about your retirement portfolio,§Seek advice about your investments,§Use yourEllevestdebit cardand make deposits and withdrawals from associatedaccounts,We also collect your personal information fromother companies.,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 fornonaffiliates to market to you,Definitions,Affiliates,Companies related by common ownership or control.
They can be financial and nonfinancial ,companies.
,Ellevest does not share with our affiliates.,Nonaffiliates,Companies not related by common ownership or control.
They can be financial and nonfinancial ,companies.,Ellevest does not share with non-affiliates sothey can market to you.,Joint marketing,A formal agreement between nonaffiliated financial companies that together market financial ,products or services to you.,Ellevest doesn’t jointly market.