Information We Collect Wealthstream collects personal information as part of our relationship with you to provide client services and fulfill legal and regulatory requirements. The type of information Wealthstream collects may include:
- Information Wealthstream receives from you on forms (such as name, address, social security number, profile documents, assets, and income); and
- Information you provide Wealthstream directly about your personal finances or personal circumstances or which Wealthstream may receive from brokerage statements or other information you authorize Wealthstream to receive.
Information Disclosed In Administering Products and Services Wealthstream will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Wealthstream does not sell any personal information about you to any third party. Wealthstream will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information Wealthstream has procedures in place that limit access to personal information to employees who need to know such information to perform business services. In addition, Wealthstream maintains physical, electronic, and procedural safeguards to guard your non-public personal information.