Privacy Policy
Online Privacy Policy
Your privacy is important to us. This Online Privacy Policy (“Online Privacy Policy”) explains how we collect, share, use and protect your personal information when you visit or use this and other online services offered by us that link to or reference this policy (collectively, our “online services”). Please note, however, that this Online Privacy Policy is not an exclusive statement of our privacy principles across all products and services. Other privacy principles or policies may apply depending on the financial products or services you obtain from us, or the jurisdiction in which we are doing business with you or where you are located. As used throughout this Online Privacy Policy, the terms “we”, “us”, or “our” refers to RedTail Partners and its affiliates.
We protect your information.
We take our responsibility to protect the privacy and confidentiality of your information, including personal information, very seriously. We maintain physical, electronic and procedural safeguards that comply with applicable legal standards to secure such information from unauthorized access and use, alteration and destruction. We hold our employees accountable for complying with relevant policies, procedures, rules and regulations concerning the privacy and confidentiality of information.
We endeavor to collect, use and maintain client information only for appropriate purposes.
- The types of personal information we may collect from you when you visit or use our online services include your name, age, occupation, marital status, email address, mailing address, telephone number(s), account numbers, user name and password. We may also collect personal identifiers when you provide such information while using our online services and where we believe it is reasonably required for ordinary business purposes.
- Of course, you are not required to supply any of the personal information that we may request. However, failure to do so may result in our being unable to open or maintain your account or to provide services to you. While we make every effort to ensure that all information we hold about you is accurate, complete and up to date, you can help us considerably in this regard by promptly notifying us if there are any changes to your personal information.
- In addition to the personal information described above, we may collect certain information about your use of our online services. For example, we may capture the IP address of the device you use to connect to the online service, the type of operating system and browser you use, and information about the site you came from, the parts of our online service you access, and the site you visit next. As explained in more detail in our Cookies Policy, we or our third-party partners may use cookies or similar technologies to collect and store this and other information about your visit to, or use of, our online services. We may later associate the usage and other information we collect online with personal information about you, as permitted or required by law.
- We may also collect information about you from additional online and offline sources including commercially available third-party sources, such as credit reporting agencies. We may combine this information with the personal and other information we have collected about you under this Online Privacy Policy.
- We may also collect information about you from additional online and offline sources including commercially available third-party sources, such as credit reporting agencies. We may combine this information with the personal and other information we have collected about you under this Online Privacy Policy.
- If your relationship with us ends, we will continue to treat your personal information, to the extent we retain it, as described in this Online Privacy Policy.
We respect and protect your privacy even when you’re on the go.
For your convenience, we offer you the ability to access some of our products and services through mobile applications and/or mobile-optimized websites. When accessing any of our online services through a mobile device, we may collect information such as unique device identifiers for your mobile device, your screen resolution and other device settings, information about your location, and analytical information about how you use your mobile device. We may ask your permission before collecting certain information (such as precise geo-location information).
We share personal information with affiliates and with others when we believe it will enhance the services and products we can provide to you or for legal and routine business reasons.
- We share personal information among our affiliates and business units when we believe it will enhance the services we can provide, but only in circumstances where such sharing conforms to law, any applicable confidentiality agreements, and our policies and practices.
- We may disclose information we have about you as required or permitted by law. For example, we may share information with regulatory authorities and law enforcement officials when we believe in good faith that such disclosure is necessary to comply with legal requirements. We may share information with third parties where appropriate to protect against fraud or verify or enforce our terms of use, our other rights, or other applicable policies.
- From time to time, we enter into agreements with other companies to provide services to us, or to make services and products available to you. Under these agreements, these companies may receive your personal information, but they must safeguard this information, and they may only use it for those purposes we specify.
- We may share your personal information with any person or entity if we have your consent to do so.
How we protect your privacy.
We are committed to protecting the privacy and confidentiality of your personal information. We limit access to your personal information to authorized employees or agents. In addition, our service providers are held to stringent standards of privacy. We also maintain physical, electronic and procedural safeguards to protect the information against loss, misuse, damage or modification and unauthorized access or disclosure.
We provide you with relevant and appropriate choices regarding the sharing of personal information.
We may give you choices regarding the sharing of personal information with affiliates and third parties. Choices you have about the sharing of your personal information will be described in the privacy policies or notices you receive in connection with the financial products or services you obtain from us.
We tell you when our privacy policies and practices change.
We may change this Online Privacy Policy from time to time. When we do, we will let you know by appropriate means such as by posting the revised policy on this page with a new “Last Updated” date. All changes will become effective when posted unless indicated otherwise.