At Planswell, our mission is to help you feel better about your money.
Since we will be collecting personal information to create and execute your financial plan, we are committed to protecting your information throughout the entire process.
We may update this document in the future if there are changes in regulations, or if we offer new ways to help you meet your financial goals.
How we collect your personal information
Your personal information will be collected directly from you through an online survey. That’s it 🙂
How your information is used
In order to create your customized financial plan, we ask just enough questions to paint a clear picture of you and your goals, and to meet certain regulatory obligations. We will only share your data with our trusted partners to create corresponding investment, insurance, and mortgage accounts.
We will never sell your data to anyone. Ever.
How we safeguard your information
We take data security very seriously. Your information is protected with numerous anti-hacking measures, redundant firewalls, and constant security scans on par with the standards used for private medical files.
We have people and machines whose only job is to make sure your data is in safe hands 24/7.
How you can manage your information
You will always have access to your personal information through your Planswell dashboard. You can review your plan, change or update your information, add or remove funds from your account, and of course talk to one of our experts if you have any questions.
Last Revised: October 2016