Our commitment to privacy:
TruVine Financial, LLC (“TruVine”) is committed to maintaining the confidentiality, integrity, and security of personal information about our current, prospective and former clients. The privacy notice includes examples of the types of personal information TruVine may collect and with whom we may share it. These examples should not be viewed as a complete list of our information collection or sharing practices.
How and why we obtain personal information:
TruVine takes great care to protect personal information about you and when we use it, we do so with respect for your privacy. We may use personal information about you to service, maintain, and protect your account; process transactions in your account; respond to inquiries from you or your representative; develop, offer, and deliver products and services; or to fulfill legal and regulatory requirements. TruVine may collect public and non-public personal information about you from any of the following sources:
- You or your representative on applications or forms (for example, name, address, Social Security number, birth date, assets and income)
- Transactional activity in your account (for example, trading history and balances)
- Other interactions with TruVine (for example, discussions with you or your representative about Financial Planning, or information you enter into our websites)
- Information from other third-party data services (for example, to verify your identity and to better understand your product and service needs)
- You or your representative regarding your preferences (for example, your choice of communication via Email, phone or text)
- Other sources with your consent or with the consent of your representative (for example, from other institutions if you transfer positions over to TruVine)
How we protect information about you:
TruVine considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical and electronic controls and adapt these controls to respond to changing requirements and advances in technology.
We restrict access to personal information to those who require it to develop, support, offer and deliver products and services to you.
How we share information about you with third parties:
TruVine does not share personal information about our clients with unaffiliated third parties for use in marketing their products and services. We may share personal information with the following entities:
- Government agencies, other regulatory bodies and law enforcement officials (for example, for tax purposes or for reporting suspicious transactions)
- Other third parties, with your consent or as directed by your representative (for example, if you use TruVine as a reference in applying for credit with another institution)
- Other organizations as permitted or required by law (for example, for fraud prevention or to respond to a subpoena)
Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by TruVine.
Based on the nature of your relationship with TruVine, we may exchange information with other third parties as described below:
- If you conduct business with TruVine, we may exchange information we collect with your Broker-Dealer.
Digital privacy:
Privacy, security, and service in TruVine’s online operations are just as critical as in the rest of our business. We use firewall barriers, encryption techniques and authentication procedures, among other controls, to maintain the security of your online session and to protect TruVine accounts and systems from unauthorized access.
When you interact with us by using our website, TruVine manages personal information in accordance with all of the practices and safeguards described previously.
When you use our website, we may collect technical and navigational information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on our digital offerings. We use this information for a variety of purposes, such as maintaining the security of your session, facilitating site navigation, improving TruVine website design and functionality, and personalizing your experience. Additionally, the following policies and practices apply when you are online.
Cookies and similar technologies
TruVine and our third-party service providers may use cookies and similar technologies to support the operation of our digital offerings. Cookies are small amounts of data that a website or online service exchanges with a web browser or application on a visitor’s device (e.g., computer, tablet, or mobile phone). Cookies help us to collect information about users of our digital offerings, including date and time of visits, pages viewed, and amount of time spent using our digital offerings, or general information about the device used to access our digital offerings. TruVine cookies are also used for security purposes.
You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie, or if you delete cookies from your device, you may experience some inconvenience in your use of our digital offerings. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device, or your online preferences.
