HomePrivacy Notice
How we handle your informationPrivacy Notice
What personal information we collect, how we use it, who we share it with, and what choices you have. The PDF below is the canonical, legally-binding version.
Our four commitments
The full Privacy Notice (PDF) details everything required by Regulation S-P. The four commitments below summarize how we actually operate day-to-day. They are the policy, not the marketing.
- We never sell your data.Not to advertisers. Not to data brokers. Not to anyone. We have no business model that depends on monetizing your personal information.
- We share only with the people doing the work.Your custodian (Schwab) to execute trades. Affiliated firms (Unify CPA, Unify Payroll) only with your written consent. Vendors under written confidentiality. Regulators when legally compelled. That's the list.
- We protect what we hold.Encrypted file transfer, multi-factor authentication, role-based access, annual security training. Our document portal uses bank-level TLS encryption.
- You have control.Request access, request corrections, instruct us in writing to limit certain disclosures. Email advisor@unifywm.com or call us — there's no form to fill out.