At Vestwell, we consider privacy a fundamental aspect of our relationship with our current, former, and prospective clients, and other individuals whose personal information we collect and process to perform our services. One or more of our privacy policies may apply to you depending on your relationship with us. From time to time, we may update or revise these policies. If there are changes to the terms of these policies, documents containing the revised policy or policies on the relevant website(s) mentioned below will be updated.
Plan Sponsors, Participants, Beneficiaries, and Alternate Payees who use Vestwell’s recordkeeping and other services to support their defined contribution workplace retirement plans
Employers and individuals enrolled in state-sponsored retirement, college savings, or Achieving a Better Life Experience (“ABLE”) programs
Individuals enrolled in an Individual Retirement Account (“IRA”) offered by Vestwell Advisors, LLC, and individuals enrolled in an Emergency Savings Account (“ESA”) offered by Vestwell Trust Company, LLC
Federal law known as the Gramm Leach Bliley Act (“GLBA”) gives consumers the right to limit some, but not all, sharing of their personal information. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read our GLBA Notice carefully to understand how we collect, use, and share your personal information. This is the privacy notice that applies to your IRA and ESA accounts and services with Vestwell.
Employers and employees who use the Gradifi powered by Vestwell platform
If you are a resident of California and use or receive any of our services; represent an individual who uses or receives our services; or are employed by or apply for a position at Vestwell
The California Consumer Privacy Act (“CCPA”) provides California residents privacy rights with respect to certain personal information. If you are a California resident, please review our California Notice at Collection and Privacy Notice for more information. Information about how we collect, use, and share the personal information of California resident employees or applicants for a position at Vestwell is available in our California Resident Employee, Applicant, or Prospective Applicant Privacy Notice and the California privacy notice from our recruiting provider Greenhouse.
Information about how we collect, use, and share the personal information we collect from California residents who act in their capacity as representatives of individuals who are enrolled in a state-sponsored ABLE program or who otherwise serve in a representative capacity on behalf of a participant in any of our savings programs is available in our Privacy Notice for California Resident Representatives of Savings Program Participants.