Financial companies choose how they share your personal information. Under federal law, that means personally identifiable 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.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
• Social Security number and employment information
• Photo identification
• Account balances, transaction history and credit information
• Assets and investment experience
• Information about user transactions, including trade frequency and trade size
• Other information about your job, position, assets and financial sophistication
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 Devvio may share customers’ personal information; and whether you can limit this 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. Devvio shares, and you cannot limit this sharing.
For our marketing purposes — to offer our products and services to you. Devvio shares, and you cannot limit this sharing.
For joint marketing with other financial companies. Devvio does not share.
For our affiliates’ everyday business purposes — information about your transactions and experiences. Devvio shares, and you cannot limit this sharing.
For our affiliates’ everyday business purposes — information about your creditworthiness. Devvio does not share.
For our affiliates’ to market to you. Devvio shares, and you can limit this sharing.
For nonaffiliates’ to market to you. Devvio does not share.
Questions? Go to https://www.devv.io
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.
We collect your personal information, for example, when you:
• Register an account
• Perform transactions
• Deposit or withdraw funds
To Opt Out of sharing, please contact us via the following:
• Send us an email: firstname.lastname@example.org
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 with nonaffiliates to market to you
State laws and individual companies may give you more rights to limit sharing.
Your choices will apply to everyone on your account.
Affiliates. Companies related by common ownership or control. They can be financial and nonfinancial companies.
Nonaffiliates. Companies not related by common ownership or control. They can be financial and nonfinancial companies. Nonaffiliates we share with can include third-party identity and background check services.
Joint marketing. A formal agreement between nonaffiliated financial companies that together market financial products or services to you. We don’t currently have any joint marketing partners.
If your Devvio account has a Vermont address, we will not share personal information we collect about you with third parties unless the law allows or you provide authorization.