Privacy Policy
This Privacy Policy Notice covers the practices of Worthscape, LLC, referred to as "Worthscape" in this document.
Worthscape recognizes that safeguarding personal and financial information about our clients is an essential commitment we make and trust we hold. In this regard, we have adopted certain policies and procedures concerning the use of personal and financial information about our clients. These policies and procedures govern the activities of our officers, directors and employees and strictly limit our ability to use or distribute personal and financial information about you. This Privacy Policy Notice outlines those policies and procedures.
We may receive personal and financial information about you from the following sources:
We do not disclose any personal or financial information about our clients or former clients without their authorization or direction, except as disclosed below.
We may share information about you with our affiliated financial service companies (see list at the end of this notice) as reasonably needed to provide you with the investment, tax, insurance and other financial services that you have engaged us to perform, or otherwise to identify services which may serve your financial, investment or planning objectives. However, in all such instances, we restrict access to your personal and financial information to those employees who have a reasonable need to know that information to provide or identify such services to you. As an individual you have the right to instruct us not to share among our affiliated financial service companies certain information from your account applications or information received from third parties (other than information about your transactions or experiences with us). Please notify your account executive at Worthscape if you would like us to limit the sharing of this other information. If you are a resident of Vermont, we will not share this other information among our affiliated financial service companies without your authorization. Please notify your account executive at Worthscape if you would like us to authorize the sharing of this other information.
We may also disclose information to unaffiliated third parties (such as brokers, other financial, legal, insurance or investment advisers, or custodians) to complete a transaction you have requested, to help us service your account or as specifically directed by you or your agent. However, any such disclosure not specifically requested by you will only be as permitted by law and only as reasonably necessary for Worthscape or such third parties to provide the agreed services to you. All companies with whom we do business are contractually obligated to comply with strict standards regarding security and confidentiality, and the information can be used only for the sole purpose of providing the service we have requested the company to perform.We may also disclose information about you as required by law, such as when we respond to a subpoena or other legal process. When responding to a subpoena or other legal process, we will provide you with any required notice and, whenever practicable, we will discuss our response with you.
We limit access to information we have about you to those employees who have a reasonable need to know to provide you with services to help you meet your financial needs. We maintain physical, electronic and procedural internal safeguards that comply with federal laws and regulations to guard the information we have about you.
We are just as committed to protecting the privacy of our former clients as we are our current clients. If you choose to end your relationship with us, you will continue to be protected by the privacy policies and principles described in this policy.
Our affiliated financial service companies include:
Worthscape, LLC
Fidelity Investments
This list of companies is current as of January 1, 2025. For an up-to-date list of the members of the Worthscape family of companies, please visit www.Worthscape.com.
Worthscape, LLC is an investment advisor registered with the SEC under the Investment Advisors Act of 1940.
