Devenir will collect non-public information about its Users as part of this engagement. This information which will be obtained from the User and the account provider includes, but is not limited to, details such as the User’s date of birth, social security number, financial account numbers and balances, home address, and email address.
Should a User agree to accept services provided by Devenir, Devenir may share the User’s non-public information with certain affiliated and non-affiliated third parties. Devenir may maintain agreements with various affiliated or non-affiliated entities who may act as the custodian and account holder for Users of Devenir investment solutions which may be offered directly through Devenir or other non-affiliated third parties properly engaged by Devenir. These third parties may require agreements to establish a Devenir User account with them. Devenir will only share the appropriate User non-public information needed to facilitate these account agreements on behalf of its Users.
Devenir does not sell User information to third parties or engage in joint marketing and does not allow non-affiliated third-parties to market to our users.
If you have any questions or concerns regarding this policy, you may contact Devenir Group, LLC at 952-446-7400 or by email firstname.lastname@example.org.