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Wealth Access Privacy Policy Last Reviewed: 4/11/2024 By: James Elwood Revision History: 12/6/2018 – Add revision history. 8/23/2019 – Updated contact Information. 1/15/2021 – Truncated revision history. 04/11/2024 – Incorporated Mobile Privacy Policy. 02/27/2026 – Commitment to Confidentiality At Wealth Access Inc. we know our clients and data partners expect us to preserve the privacy and confidentiality of their data while this information is within our control. The trust and confidence of our clients is our highest priority, and we are committed to maintaining the confidentiality of all client information. Wealth Access Inc. agrees that all nonpublic information transmitted to and received by Wealth Access Inc. from its clients or from any other interface source on our clients’ behalf that has a duty to keep such information confidential, will be considered “Confidential Information”. Confidential Information includes, without limitation, all lists of customers, former customers and prospective customers, and information relating to the accounts of these customers such as balances, asset positions, transactions, fees, pricing information, business methods, strategies and other data transmitted to Wealth Access Inc. for use in the provision of Wealth Access Inc. services. If Wealth Access receives, stores, or accesses any nonpublic information that is subject to the Gramm-Leach-Bliley Act, Wealth Access will comply with the applicable requirements of the Gramm-Leach-Bliley Act. Handling of Confidential Information Confidential Information shall be maintained in confidence by Wealth Access Inc. and shall not be used, duplicated, or otherwise disclosed to any third person, including employees of Wealth Access Inc. who do not need Confidential Information to perform services for clients. Wealth Access Inc. shall (a) hold all Confidential Information received from clients in confidence; (b) reproduce the Confidential Information only to the extent necessary to perform services for the client; (c) not knowingly disclose the Confidential Information to any third party without the prior written approval of client or as required by law; and (d) reasonably maintain Confidential Information in an appropriate and secure environment, both physically and electronically. Upon request of client, Confidential Information shall be returned the client or destroyed, as applicable, once the services contemplated by the agreement with the client have been completed. Third Party Disclosure If Wealth Access Inc. proposes to disclose Confidential Information to a third party to perform services requested by client under the client’s agreement with Wealth Access Inc., Wealth Access Inc. will first obtain the consent of the client to make the disclosure. Upon the client’s request, Wealth Access Inc. will enter into a confidentiality agreement with any such third party, under which that third party would be restricted from disclosing, using, or duplicating such Confidential Information, except as consistent with the confidentiality agreement. Incident Response For many reasons, including the safety of Wealth Access Inc. assets and maintaining the privacy of client data, a formal information security incident response policy has been created and a privacy team has been established led by CTO. This team will respond to all potential security incidents, analyze, correct and, if needed, communicate the incident and the actions taken with Wealth Access Inc. employees, data partners and clients. Privacy Dispute In the event of a privacy dispute, the parties agree to submit the dispute to mediation in accordance with the Commercial Mediation Rules of the American Arbitration Association (“AAA”) and bear equally the costs of the mediation. The parties will act in good faith to appoint a mutually acceptable mediator, seeking assistance in such regard from the AAA. The parties agree to participate in good faith in the mediation and negotiations related thereto for a period of thirty days commencing with the selection of the mediator and any extension of such period as mutually agreed to by the parties. Mobile Privacy Disclosure At Wealth Access Inc., we extend our commitment to privacy and data protection to our mobile application users. Understanding the importance of safeguarding your personal information, we ensure that our mobile application adheres to the same high standards of privacy and security as all our services. Our mobile application is designed to provide a personalized and enhanced user experience. To achieve this, the application may request access to certain information stored on your device, such as your location, camera, and contacts. These permissions are intended to facilitate the app’s features and services, enrich your user experience, and bolster the security of your account. User Consent and Control We uphold the principle of user consent and control: Prior to accessing any information on your device, the mobile application will prompt you to grant permission. Should you choose not to grant these permissions, you have the option to decline. You retain the ability to modify your permissions at any time through your device’s settings Biometric Authentication The app supports biometric authentication (such as Face ID, Touch ID, or Android BiometricPrompt) for user convenience. Biometric authentication is handled entirely by the operating system. The app does not collect, store, or process biometric data. No biometric information is transmitted to our servers. A secure authentication token is stored locally on the device to enable biometric login. Types of Information Accessed The mobile application may request access to: Camera Files These requests are made with the sole purpose of enhancing the application’s functionality and your experience as a user. Safeguarding Your Information In alignment with Wealth Access Inc.’s overarching data protection policies, we employ rigorous security measures to protect your personal information from unauthorized access and use. These measures are consistent with federal law and include advanced computer safeguards along with secure management of files and buildings. Retention and Deletion of Information The information accessed by the mobile application is retained in compliance with applicable state and federal record retention laws. We respect your right to inquire about the retention periods of your personal data and the procedures for its deletion, consistent with legal requirements. Revisions We reserve the right to revise this Privacy Policy at any time. Each client agrees to be bound by any such revisions and should therefore periodically visit this document to determine the then current privacy policy in effect. Contact Information If you would like to contact Wealth Access Inc. about data privacy or confidentiality issues, below is our contact information: James Elwood Chief Technology Officer, Wealth Access Inc. jelwood@wealthaccess.com Solutions Who We Serve Wealth Leaders Reveal every asset to drive deeper growth Technology Leaders Accelerate digital transformation and AI readiness How We Help Data Unification Transform fragmented data into a holistic view Modern Client Experience Offer personalized advice and reporting that scales Connected Intelligence Innovate and deploy new, data-driven services Platform Features Powerful tools built for efficiency and clarity Integrations & Deployment Encompass existing platforms without replacing them Results Case Studies Client Testimonials Resources The Connected View Blog Connected insights for data-driven success Company About Us News Contact Us Access Demo Sign In