Truepoint has always been committed to maintaining the confidentiality, integrity and security of the personal information entrusted to us by current and prospective clients. Truepoint does not sell information about current or former clients to anyone and does not share personal information with others, except when necessary for our everyday business purposes or at your request, as permitted by law.
Federal law gives consumers the right to limit some but not all sharing. Truepoint only shares your personal information as necessary for everyday business purposes. Due to our commitment to privacy, it is not necessary for you to do anything to limit your personal information from being shared. Please read the following carefully to learn how we collect, share and protect your personal information.
The Information We Collect About You
We collect personal information to provide fundamental financial guidance, establish and manage accounts and complete transactions on your behalf. The categories of personal information that we collect may include:
- Information required on applications or forms, such as your name, address, phone, email address, Social Security number, birth date, net worth and income
- Transactional activity in your account(s) (i.e., trading history and balances)
- Information about your health to the extent that it is needed for financial guidance
- Information gathered during interactions with Truepoint employees
- Information about transactions between you and third parties
How We Use Your Information
Truepoint has always considered the protection of sensitive information to be a sound business practice and a foundation of client trust. As emphasized above, we do not sell information about current or former clients or their accounts to third parties. With your permission, we share a limited amount of personal information with your investment custodian in order to execute transactions on your behalf and maintain your accounts. In addition, at your request and with your authorization, we disclose limited information to attorneys, accountants, and other professionals with whom you have established a relationship.
In certain instances, we may contract with non‐affiliated companies to perform services for us, for example, our client portal. Where necessary for everyday business purposes, we will disclose your personal information to these third parties. In all such cases, we limit the information provided to third parties to what is necessary to carry out its assigned responsibilities. And, we require these third parties to treat your private information with the same degree of confidentiality that we do. Federal and state securities regulators may review our firm records and your personal records as permitted by law.
How We Protect Your Information
To protect your personal information from unauthorized access and use, we employ security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. Personal information will be maintained while you are a client and for the required period thereafter by federal and state securities laws. After that time, information will be destroyed.
What You Can Do
For your protection, we recommend that you provide your account information, user name, or password to a limited group of trusted advisors. If you become aware of any suspicious activity relating to your account(s), please contact us immediately.
We Will Keep You Informed