SilverWealth Privacy Policy

Our Commitment to Privacy

SilverWealth is committed to maintaining the confidentiality, integrity, and security of personal information of its current and prospective users. The users may include financial advisors who use SilverWealth technologies to develop financial plans for their clients, employees/ retirement plan participants of SilverWealth clients who use employee benefit technologies, and public users who use our website. We are proud of our privacy practices and want you to know how we protect this information and use it to service your needs. This Privacy Statement describes how SilverWealth may or will collect and handle your personal and non-personal information in connection with your activities with SilverWealth, including those related to Internet services controlled by SilverWealth. You should read this Privacy Policy before using our services. The privacy policies of SilverWealth are reviewed and updated annually. Our latest privacy policy is always available on our website.

Privacy Policy

How and why we obtain personal information?
SilverWealth takes great care to protect personal information about you and when we use it, we do so with respect for your privacy. We may use personal information about you to service and maintain your user account; respond to inquiries from you or your representatives such as a financial advisor; or to fulfill legal and regulatory requirements. SilverWealth may collect public and non-public personal information about you from the use of our technology and your interactions with our staff.

How do we protect information about you?
Protecting your information is a serious priority for us. We employ physical, electronic, and procedural controls and review such controls periodically. We restrict access to personal information to only those SilverWealth personnel who require it to develop, support, and deliver technology and services to you.

How we share information about you with third parties?
We do not sell or share your information with anyone else. SilverWealth does not share your personal information with unaffiliated third parties for use in marketing their products and services. We may share your information with third parties whose technology or services we use as part of our service to you.

Online Privacy
In addition to controls and safeguards mentioned above, SilverWealth has put in place the following online process to protect your information. We use encryption techniques and authentication procedures, among others, to secure your online session and exchange of information with SilverWealth systems and to protect it from unauthorized access. We may also place cookies and similar files on your hard drive for purposes such as security, collect your browser type and computer information (non personal information) to provide seamless navigation, and to personalize your experience on our site. The cookies do not collect any information that does not relate to SilverWealth service.

Maintenance and Accuracy of Information
Keeping personal information up to date is very important for user experience. SilverWealth requires users to maintain their own information. If at any time you feel that our records are inaccurate, or that your information has been used for a purpose other than that intended, please contact our Privacy Officer. The contact information of our privacy officer is listed below.

Security Policy

Whether you sign up for SilverWealth services on your own or an account is setup for you, you are allowed to choose a password. A user can login with a user id (typically email address) and a password. All the information entered by a user travels back and forth with 128-bit SSL (Secure Sockets Layer) encryption used by banks. This technology is provided by a leading independent provider of internet communication security technology. It can be verified by the seal provided by this vendor. All the data is stored in a secured database at two remote data center locations within the US. Both data centers have a high level of physical and electronic security. SilverWealth's technical staff also has a limited access to this data based on our access appropriate to role policy. SilverWealth is committed to security of your information and periodically reviews the information security controls to prevent your information from being stolen, lost, accessed, copied, used or modified without permission.

Access to Information

You have the right to access the information that we collect about you. You may request at any time that you be given access to view the information, and recommend to us any corrections that should be made. After receiving a request, and subject to any applicable laws preventing SilverWealth from providing access to you, we will contact you within five (5) business days to arrange a date and method for providing you with the access you have requested. In most cases we will be able to provide you with this information by telephone if we can verify your identity, otherwise we will request that you appear in person at our offices, at which time a member of our staff will assist you in viewing the requested material.
If you believe that there is an error in the information we have on file about you, you can request, in writing, that our Privacy Officer review and correct the information as necessary. When you file your submission you should include a copy of the updated, correct information. The Privacy Officer will verify the authenticity of the submitted documents, as well as their validity for our purposes prior to updating our records.
SilverWealth's Privacy and Security Policy does not intend to create any contractual or other legal rights in or on behalf of any party. SilverWealth reserves the right to change this Privacy and Security Statement at any time by posting revisions on the SilverWealth Web site. If you have questions or concerns about the security of your personal information, or if you believe your information has been improperly released, contact our Privacy Officer at or at the address below.

Contact Information:
Privacy Officer
12707 High Bluff Dr, Suite 200
San Diego, CA 92130
Phone #: 858.794.1460