Maintaining your trust and confidence is among our highest priorities. We recognize that protecting the privacy and security of our customers is an important responsibility. Thatâ€™s why we at Wealthstream Advisors, Inc. want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.
Wealthstream Advisors, Inc. has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
What Information We Collect
We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
What Information We Disclose
We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
Security of Your Information
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.
Important Consumer Disclosure
Wealthstream Advisors, Inc. (â€śWealthstreamâ€ť) is an SEC registered investment adviser located in the State of New York. Wealthstream and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which Wealthstream maintains clients. Wealthstream may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.
Wealthstreamâ€™s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Wealthstreamâ€™s web site on the Internet should not be construed by any consumer and/or prospective client as Wealthstreamâ€™s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet.
Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Wealthstream. Any subsequent, direct communication by Wealthstream with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wealthstream, please contact the United States Securities and Exchange Commission.
A copy of Wealthstreamâ€™s current written disclosure statement discussing Wealthstreamâ€™s business operations, services, and fees is available from Wealthstream upon written request. Wealthstream does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealthstreamâ€™s web site or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEBSITE.