Mailing address.</li> <li>Phone number.</li> <li>Date of birth.</li> <li>Social Security number.</li> <li>Your third-party financial account information, such as ID and password.</li> <li>Your financial information, such as investments, income, expenses, investible assets, investing risk tolerance or other similar types of information.</li> <li>Age, gender, or other similar demographic information when such information is relevant to a particular financial product or service you have requested (for example, when requesting auto insurance rates or using retirement planning calculators).</li> </ul> <p>Please note: We do not store your Social Security number, nor do we store your third-party financial account ID or passwords.