Privacy Policy
Simplifi is a licensee of the TRUSTe Web Privacy Seal Program. TRUSTe is an independent organization whose mission is to build user’s trust and confidence in the Internet by promoting the use of fair information practices. This privacy statement covers the Web site www.simplifi.net. Because this Web site wants to demonstrate its commitment to your privacy, it has agreed to disclose its information practices and have its privacy practices reviewed for compliance by TRUSTe.
If you have questions or concerns regarding this statement, you should first contact advice@gosimplifi.com.
If you do not receive acknowledgement of your inquiry or your inquiry has not been satisfactorily addressed, you should contact TRUSTe at http://www.truste.org/consumers/watchdog_complaint.php TRUSTe will then serve as a liaison with us to resolve your concerns.
The SimpliFi service is designed to help you assess your current financial situation, identify your financial goals, and prepare a basic financial plan to achieve those goals. In undertaking this important task, we are committed to protecting your privacy. We want you to be able to take advantage of all that we have to offer with complete confidence.
Be assured that we will protect your privacy. Under no circumstances will SimpliFi sell or share any personal information about you to or with any person or organization for promotional purposes unless you authorize it or as may be required by law process, warrant, subpoena or court order.
This Policy describes the standards we use in handling information we receive from you:
What information do we collect and how do we use it?
In order to give you the most appropriate investment advice, we need certain personal information about you, your current financial situation, your future investing plans, and your financial planning goals. If you choose, you may also include similar information for your partner. This information helps us in providing advice to you that is tailored to helping you achieve your financial planning goals. The specific contact information, in addition to other information, we ask for about you and, if applicable, your partner may include:
- Name
- Date of Birth
- Gender
- E-mail address and mailing address
- Phone number
- Current salary
- Account balance(s), including debts
- Your general savings and retirement plan contribution percentages
- Employer match
- Assets held outside your defined contribution plan (i.e., tax-deferred accounts, taxable investments and other pension plans). You may give us this information in aggregate or you may give us the corresponding values for your specific investments.
We may also gather information on your on-line activity. This information may be made available to your plan sponsor and/or plan service provider. Any information provided to your plan sponsor or plan service provider is in aggregate and based on averages. Your personal information will not be supplied to these parties unless specified in your User Agreement. This information allows us to ensure that our service is meeting your needs and helps us in making improvements to the site.
Who provides us with your non-public personal information?
Typically, you supply all the information we will need. However, in some cases, your plan service provider and/or the administrator of your defined contribution plan may provide a portion of the above information. By using this information, we can 'pre-populate' many of the fields needed to create your financial plan, eliminating the need for you to manually input information your plan service provider or record keeper has already captured from you.
Do we disclose your personal information?
We will not make personal information gathered from you available to third parties or anyone outside of SimpliFi for promotional use at any time unless we have authorization from you or are required to do so by law.
If you become a 'former' customer, we will continue to refrain from providing your non-public personal information to anyone outside of SimpliFi; in addition, we will maintain your non-public personal information indefinitely in a secure archive, so that you will be able to access your previously inputted information if you become a customer in the future.
What about 'cookies'?
'Cookies' consist of information that is stored on your computer's hard drive for recordkeeping purposes. The use of cookies is common on the internet, and many websites use them to provide useful features for their customers. Cookies used on the SimpliFi website do not identify you personally. Instead, they identify your computer and allow us to monitor traffic on the website. This allows us to provide you with the information and tools that will be most useful to you. Because no personally identifying information is stored in cookies from our website, your privacy and security will not be compromised. Of course, you can choose not to accept cookies from our website by adjusting your browser settings. However, you may not be able to take full advantage of certain features and content on our website and will be unable to use SimpliFi online tools.
How is your personal information protected?
We recognize that your personal information is very sensitive, and protecting the privacy of this information is a top priority for us. Because of this, we use Secure Sockets Layer (SSL) protocol to protect any sensitive information you provide to us. To further guarantee the protection of this sensitive information, we have developed procedures designed to protect the confidentiality, security, and integrity of your private information. This includes limiting access to the database and our customers' information to only those employees of SimpliFi who need such access. This access is generally necessary only when maintenance of the database is required.
How do you control or change your information?
You may change or edit any information you've provided to SimpliFi at any time by logging into your account and updating this information online. Keep in mind that if you change your personal information, the financial planning advice that was previously provided to you may no longer be appropriate. So, any changes to your information may result in a new set of financial planning recommendations.
Changes to this Privacy Policy
Material changes to this Policy may occur from time to time. If they do, we will provide a notice to the e-mail address you have supplied to us. We will also alert you of any changes prominently on our homepage.
Overnight mail or U.S. mail:
SimpliFi, LLC
410 West 4th Street
Suite 100
Winston-Salem, NC 27101
Email:
