What does Bluespring Wealth Partners do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Account transactions
  • Retirement assets
  • Wire transfer instructions
  • Risk tolerance
  • Social Security number

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Bluespring Wealth Partners chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information:

 

Does Bluespring WealthPartners share?

Can you limit sharing?

For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.

YES

NO

For our marketing purposes—to offer our products and services to you

YES

NO

For joint marketing with other financial companies

NO

We don't share

For our affiliates’ everyday business purposes—information about your transactions and experiences

YES

NO

For our affiliates’ everyday business purposes—information about your creditworthiness

NO

We don't share

For our affiliates to market to you

NO

We don't share

For our non-affiliates to market to you

NO

We don't share

Your privacy is important to us. If you have any questions, please call Bluespring Wealth Partners at 1-888-665-0237 or go to www.bluespringwealthpartners.com.

Who we are

Who is providing this notice?

Bluespring Wealth Partners 5707 Southwest Parkway | Building 2, Suite 401 | Austin, TX 78735

What we do

How does Bluespring protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

What we do

We collect your personal information, for example, when you:

  • Open an account
  • Give us your contact information
  • Make deposits or withdrawals from accounts
  • Show your driver’s license
  • Seek advice about your investments

We may also collect your personal information from others, such as credit bureaus or other consumer reporting agencies.

Why can’t I limit sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies.

Non-affiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • For everyday business purposes to assist in servicing your account or respond to court orders and legal investigations, Bluespring Wealth Partners may disclose your personal information.

Joint marketing: A formal agreement between non-affiliated financial companies that together market financial products or services to you.

  • Bluespring Wealth Partners does not engage in joint marketing
X
Cookies help us improve your website experience.
By using our website, you agree to our use of cookies.
Confirm