Privacy Policy

Last Updated: February 7, 2023

Information security is a fundamental policy within WealthCentral Inc. All employees of WealthCentral are aware of the procedures that must be taken to safeguard personal non-public information. Protecting the confidentiality of personal, non-public information is more than a procedure.

We give certain employees and/or independent contractors access to personal information we may acquire during the course of providing services. All those contractors are required to sign contracts in which they promise to protect any private, non-public information using procedures reasonably equivalent to ours. We also may disclose personal information to attorneys, collection agencies, or law enforcement authorities to address potential user violations, other contract violations, or illegal behavior. And we disclose any information demanded in a court order or otherwise required by law or to prevent imminent harm to persons or property.

WealthCentral’s top priority is to protect the confidentiality and integrity of the information of our customers and their clients. WealthCentral uses all reasonable efforts to comply with guidelines concerning protection of private information. Appropriate safeguards have been implemented each step of the way. The safeguards include:

  1. Encryption – all applications and other communications requesting confidential information must be set up in a “secure environment” on our site, transmitted to us securely through the use of encryption and maintained in a secure format upon receipt by us until distribution to the appropriate business area.
  2. Firewalls – WealthCentral has in place an Internet firewall designed to securely separate the Internet from WealthCentral’s internal computer systems and databases. Data coming from customer computers via the Internet flows through a series of safety checkpoints on its way to our internal systems so that only authorized messages and transactions enter our computer systems.
  3. Monitoring – WealthCentral monitors all internal systems to ensure that there has been no security attack or attempted break-in. We also arrange for regular independent security checks on our computer systems to ensure our high standards are being complied with.

We may change this Privacy/Security Policy at any time by posting a new version on our website.