Privacy
The NetWorth Investment Advisors, Inc. Privacy PolicyMaintaining the security and confidentiality of information we maintain about our customers is a top priority for us at NetWorth Investment Advisors. We carefully manage Customer Information within NetWorth Investment Advisors in order to give you better service and greater convenience consistent with the nature of your overall business with NetWorth Investment Advisors.
The policy presented below covers Customer Information. Customer Information means information personally identifiable with a specific customer or about a customer’s current or former relationship with NetWorth Investment Advisors.
PROTECTING YOUR INFORMATION.
NETWORTH INVESTMENT ADVISORS DOES NOT SELL CUSTOMER INFORMATION TO ANYONE. WE WILL ONLY SHARE CUSTOMER INFORMATION WITH NONAFFILIATED THIRD PARTIES, AS STATED IN THIS POLICY OR AS PERMITTED BY LAW, UNLESS WE PROVIDE YOU WITH ADDITIONAL NOTICE OR ASK FOR YOUR PERMISSION.
INFORMATION SECURITY IS A PRIORITY.
One of our most important activities is that of maintaining the security of Customer Information. We value your trust and carefully handle information we possess about you. All employees of NetWorth Investment Advisors who have access to your information are committed to the confidential treatment of Customer Information, and they are subject to disciplinary action if they fail to uphold this confidentiality.
INFORMATION WE COLLECT.
NetWorth Investment Advisors collects and uses various types of information to service your accounts, save you time and money, and better understand your needs. The Customer Information we collect and store generally consists of the following:
- Information gathered from applications, forms and other information you provide us, whether in writing, in person, by telephone, electronically or by any other means, such as your name, address, social security number, assets, income, and debt;
- Information about your transactions and your account experience with NetWorth Investment Advisors, such as your account balances, trading activity, payment history and parties to transactions;
- Information such as employment, insurance, tax, and legal planning; and
- Any other information that may be obtained from other relationships that our Customers may have with other providers such as accountants, attorneys, insurance agents, bankers, etc.
MANAGING INFORMATION FOR YOUR CONVENIENCE.
The information we share within NetWorth Investment Advisors helps us provide you with greater service and brings you greater convenience and more choices. From time-to-time NetWorth Investment Advisors may be required to share Customer Information to comply with reporting and other legal requirements.
Sharing information within NetWorth Investment Advisors.
NetWorth Investment Advisors may share Customer Information within the organization between company employees as necessary to properly service the customer account. NetWorth Investment Advisors does not have any other affiliate companies that would be sharing Customer Information.
Sharing information with companies that work for us.
We may share Customer Information with unaffiliated third parties who perform services for NetWorth Investment Advisors or in connection with servicing or processing of the products and services that you’ve requested or already have. We share information with such companies to support your experience of and relationship with NetWorth Investment Advisors. These companies may include other financial service providers such as custodians (broker/dealer). These companies might assist us in fulfilling your service requests, or processing your transactions, or mailing your account statements. To the extent we may collect personally identifiable medical information, we will not – either internally or externally – share such information for any purpose unless specifically disclosed when the information is collected or with your consent.
Sharing information with other advisors that work for you.
We may share Customer Information with unaffiliated third parties who perform services for you such as accountants, attorneys, insurance agents, bankers, etc. based upon your request or consent.
MAKING SURE INFORMATION IS ACCURATE.
Keeping your account information accurate and up to date is very important. We provide you with access to your account information in a number of ways, through account reports, by telephone with an employee of NetWorth Investment Advisors, or online from your PC or wireless devices. If your account information is ever inaccurate, incomplete, or in need of updating, please contact us at (724) 263-1888 or write to us and we’ll update your information. If you have any questions, or feel that we have not handled information about you properly, you may always contact NetWorth Investment Advisors and we will provide an answer or investigate your complaint.
KEEPING UP-TO-DATE WITH OUR PRIVACY POLICY.
NetWorth Investment Advisors will provide notice of our privacy policy annually, as long as you maintain a relationship with us. NetWorth Investment Advisors reserves the right to make changes to this policy. You can always contact us for a copy of our current policy at (724) 263-1888.
OUR FORMER CUSTOMERS:
Even if you are no longer a NetWorth Investment Advisors customer, our privacy policy will continue to apply to you.
HOW TO REQUEST YOUR INFORMATION NOT TO BE SHARED.
If you do not want us to share your personal information as described in the attached Privacy Statement (unless we are permitted or required by law to do so), please let us know by completing the information below and returning this form to: NetWorth Investment Advisors; PMB 355; 4017 Washington Road; McMurray, PA 15317.
Information Shared Outside of NetWorth Investment Advisors
[This request will not apply to the sharing of information with custodians as required to establish and maintain investment accounts/relationship with NetWorth Investment Advisors or to other exceptions to the privacy rule.]
* required