What information does Clearwater collect?
The personal information we collect directly from you includes only the information we will need to effectively address your financial needs. This information could include:
- Your name and address
- Investment objectives and experience
- Financial circumstances
- Account balance and account transactions
- Social security number
- Employment information
We also collect your personal information via applications and other forms as well the necessary information and transactions from other sources including custodians, broker/dealers, and other companies.
How does Clearwater use my information?
Every financial company needs to use personal client information to run their business on a daily business. Clearwater uses information about you to effectively provide you with our wealth management services to the best of our ability. We may disclose the information to third parties as permitted by law, including the broker/dealers, custodians, or other companies that are needed to provide services to you.
From time to time, we may be required to give information about our business to regulatory authorities. This may include personal information about you. We do not sell your personal information to anyone.
How does Clearwater safeguard my information?
Clearwater has procedures in place that we believe are designed to protect the security and confidentiality of any information that has been provided to us. This includeswith companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all employees.
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