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Our Commitment to Privacy

We are committed to keeping your information private and recognize the importance all customers place on the privacy and confidentiality of their information. While new technologies allow us to more efficiently serve our clients, we are committed to maintaining the rigorous privacy standards that are synonymous with the best practices in the industry.

In keeping with our Privacy Policy, we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used.

Internal Controls

To protect your information, our technology maintains extensive physical, electronic, and procedural safeguards. For example:

We have a solid foundation of security policies that define acceptable use of our information systems and data hosted on these systems.

  • We educate our employees about the importance of confidentiality and privacy, and we train them in related policies and procedures.
  • When you submit data to us over the Internet, encryption helps protect it from interception by a third party.
  • User identification and authentication helps ensure that authorized users only access the information you provide us.
  • Under no circumstances do we provide account or personal information to unrelated third parties for any reason without direct authorization from you.

Unfortunately, no data transmission over the Internet is 100% secure. As technology continues to advance, you can be sure we will provide the most up-to-date safeguards possible to keep your personal financial information confidential and secure. Your trust is important to us - and we're committed to protecting your data.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular ecommerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.