Privacy Policy

During the course of your transactions with a financial company, you share a significant amount of personal information. Federal law prescribes the extent to which this information may be shared by the company. This document contains information about how we at IRA LLC Partner manage your personal information to ensure that confidential information stays private.

How we collect personal information?

When you setup a truly self directed IRA using our services, we gather personal information necessary to process your entity. Depending on the type of service we provide, this information may include your Social Security number, asset details, account balances, payment history and investment experience. You provide us this information through the applications and other forms you fill out. During the course of operation, whenever you deposit money or pay fees, you offer us the relevant personal information. We also obtain access to confidential data any time you direct us to carry out any transaction using your debit or credit card.

How we use your personal data?

We use the personal information you provide to perform transactions authorized by you, provide you with services you request, and respond to your queries. This information is also useful to allow us to bill you for the services we provide and promote our special offers to you. In special cases where we believe in good faith that the law requires your personal information, we reserve the right to provide it.

Who has access to your personal information?

All the personal information you provide us is kept strictly confidential. In accordance with federal requirements, we use security systems such as secured files, restricted access to document storage areas and computer and online safeguards to protect your nonpublic, personal information. Electronic information in our databases is stored in encrypted form and under controlled access. Only employees who are working on your case are granted access to your private information. We also train our staff to maintain the privacy of our clients and avoid accidental disclosure of sensitive information.

When do we share information?

We do not allow any individual or entity to gain access to your personal information without your permission unless expressly authorized by law. We do not share this data to allow other financial companies to market products or services to you. Information sharing occurs as permitted by law, during the normal course of events to establish, process and maintain your account. We may disclose your personal information when directed to do so by regulators in keeping with legal requirements. Third party providers with whom we deal to carry out business on your behalf have access to your personal information. We ensure that they too adhere strictly to our privacy policy.

We believe that trust is the foundation of a mutually fulfilling relationship and therefore, take every possible measure to protect your privacy. In the event that you cancel your account or stop using our services, we continue to protect your information in accordance with the privacy policy outlined in this document.

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