AssetView Services Privacy Policy
Overview
AssetView LLC and/or its subsidiaries and affiliates (referred to as "AV", "we", "our", or "us") thank you for selecting our services and products (collectively, "Services"). This AV Services Privacy Policy explains what we do with financial data and personal data in the Services at client.assetview.com. The security of your personal information is important to us. While we strive to protect your personal information, no method of transmission over the Internet, or method of electronic storage is 100% secure.
Investment Data
HOW DOES ASSETVIEW TREAT YOUR PERSONAL INVESTMENT DATA?
To provide aggregated views of your investment holdings and other functionality in the Services, AV contains your investment information (e.g. your positions, transactional dates and amounts), which may be: (a) pulled from financial institutions if you enable AV to do so (see information on Plaid in the Select Partner Data section below); or (b) provided from materials or information you upload or enter into the Service. This data is collectively referred to as “Personal Investment Data.”
Your Personal Investment Data is not shared with any third party except: (a) if you opt to authorize a person ("Designated User") with whom you choose to share your Personal Investment Data through access to you portfolio(s) in AV; (b) if you opt to install Third-Party Developer Apps described in the App Partner Data section below, then you are choosing to share your Personal Investment Data with that Third-Party Developer; (c) in response to a subpoena, court order or other governmental request; or (d) to the administrative or legal authorities or any other authorized third party where this data sharing is set out in law.
Purging Data
CAN I PURGE MY PERSONAL INVESTMENT DATA FROM ASSETVIEW?
Yes. AssetView stores your Personal Investment Data locally on your computer and backups, if initiated, may be stored in AV's Cloud. If you use AV as an installed application, AssetView stores your Personal Investment Data in the application. AV provides a facility within the application to delete your portfolio. If you use multiple machines, you must delete your portfolio from each machine to ensure all remnants of your AssetView Personal Investment data in that portfolio are destroyed. If you access AV through a web browser, AssetView stores your Personal Investment Data in your browser cache. Clearing your browser cache deletes your data from that browser. If you use multiple browsers, you must delete your data from each browser to ensure all remnants of your AssetView Personal Investment data are destroyed. When you delete a portfolio, AssetView deletes backups of your portfolio in AV's Cloud. If your trial of AV ends and you do not subscribe, or if you cancel your subscription to AV, or if your subscription with AV is terminated for any reason, AV reserves the right at any time at its sole discretion to: (a) delete your portfolios from AV’s Cloud which may contain your Personal Investment Data; and (b) delete and/or inactivate any connections between AV and third parties that are associated with your account.
Personal Data
HOW DOES ASSETVIEW TREAT YOUR PERSONAL DATA?
AV may collect data: including but not limited to your name, device session identifier, IP address, clicks, actions (e.g. launching the application, pages viewed), and properties (e.g. type, version, language for your operating system). The portion of this data that makes it possible to identify you directly is referred to as Personal Data (“PD”).
Personal Information Parties include employees, contractors, subsidiaries, and any company to which we could sell or assign all or part of our company or activities. AV discloses Personal Data information only to Personal Information Parties that: (a) need to know that information in order to process it on AV’s behalf or to provide services available at AV’s website; (b) that have agreed not to disclose it to others; and (c) agree not to re-use it for their own behalf.
AV also discloses Personal Data: (a) in response to a subpoena, court order or other governmental request; or (b) to the administrative or legal authorities or any other authorized third party where this data sharing is set out in law; or (c) when AV believes in good faith that disclosure is reasonably necessary to protect the property or rights of AV, third parties, or the public at large.
AV uses PD for: (a) bug-fixing; (b) analytics to improve our products and services; (c) identifying additional services and functionalities you might need; (d) processing requests for assistance; (e) finding and preventing security problems, (f) identifying and addressing fraudulent activity and violations; (g) optimizing marketing operations (e.g. information on the most-used functions); and (h) sending important information (e.g. security notifications).
All data that AssetView collects that is not Personal Data is referred to as Non-Personal Data, which AV may release in the aggregate.
Partner Data
HOW DOES ASSETVIEW TREAT YOUR SELECT PARTNER DATA?
AssetView uses select partners (Select Partners”) to provide some functionality in AssetView. The data that these Select Partners manage is referred to as "Select Data.” We use these Select Partners because we believe their technology is industry leading to maintain security and privacy, and their commitment to security and privacy aligns with our core values. In these cases, your private data is communicated directly through an application programming interface to the Select Partner.
Select Partners are independent entities from AssetView. So, AssetView is not responsible for the way in which our Select Partners use your Personal Data. If you want further information about these companies, please consult with them directly. Please review their policies thoroughly before using AssetView. The Select Partners in AssetView along with a brief description of their use in AssetView follows.
• AssetView uses Clerk to authenticate you as a user. Your information is communicated directly with Clerk. We do not have access to your authentication methods (e.g. password, Oauth, secure key). We allow you to log in to AssetView based on Clerk’s authentication methods.
• AssetView uses Plaid to connect to your financial institutions. Your financial institution credentials are communicated directly with Plaid. We never see or have your financial institution credentials. AssetView only has access to data that you authorize Plaid to use.
• AssetView uses Stripe for payment processing of your subscription to AssetView. Your payment information is collected directly by Stripe. We never see or have your payment method information. We store a token from Stripe that enables payment processing of your subscription to AssetView.
App Data
HOW DOES ASSETVIEW TREAT YOUR APP PARTNER DATA?
Applications (“Apps”) modify or create additional functionality in AssetView. Some Apps, authored by AssetView (“AssetView Apps”), are automatically installed wih the application. Your data in AssetView Apps is treated as “Personal Investment Data.”
You may elect to use additional Apps to AssetView that are authored by third-party developers (“3PDs”). The Apps they create are referred to as "Third-Party Developer Apps" or “3PD Apps.” 3PDs must sign a security and privacy agreement with AssetView in order to offer a 3PD App. Still, they are independent entities from AssetView. So, AV is not responsible for the way in which our Select Partners use your data. As an additional layer for your protection, when you elect to install a 3PD App, you will sign a security and privacy agreement directly with the 3PD. Please review that agreement thoroughly before installing a 3PD App.
Business Transfers
If AV, or substantially all of its assets, were acquired, or in the unlikely event that AV goes out of business or enters bankruptcy, user data would be one of the assets that is transferred or acquired by a third party. You acknowledge that such transfers may occur, and that any acquirer of AV may continue to use your user data as set forth in this AssetView Services Privacy Policy.
Policy Changes
Although most changes are likely to be minor, AV may change its Privacy Policy from time to time, and in AV’s sole discretion. AV encourages visitors to frequently check this page for any changes. Your continued use of AssetView Services after any change in this policy will constitute your acceptance of such change.