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Update to our Terms & Conditions

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Hi there,

We recently updated our Terms of Service and Privacy Policy and we wanted to update you on the changes we’ve made. These updates will take effect on August 9th, 2022.

Terms of Service

The updated Terms of Service are available here. In summary, these are the changes we have made:

  • Clarified our use of session replay technology to improve the user experience
  • Included the updated functionality of our improved website to cover how the document upload feature may be permissibly used
  • Added in a financial advice and features disclosure and disclaimer

Privacy Policy

We also revised our privacy policy to help you better understand what data we collect, how we use it, how California users can exercise privacy rights in relation to our website, and how we handle data from our Financial Advisor platform users. You can review our updated Privacy Policy here.

In summary, these are the changes we have made:

  • Provided information regarding the privacy rights of California residents
  • Clarified how and why we collect and use your data
  • Clarified the type of data we collect
  • Clarified how and why we share information with third parties, and included some updated opt-out methods for you to control how, when, and if your personal information is shared with a third party, and specific description of how Financial Advisor information is shared
View Policies Here

Questions?  If you have any questions, concerns, or objections to these updates, please contact us at: [email protected].

Here to help,

Meg
Team Trust & Will

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