Privacy

Privacy Policy

Our Commitment to Privacy

Your privacy is important to us. To better protect your privacy, we provide this notice explaining our online information practices.

The Way We Use Information

We regularly use, disclose, or share personal information for one or more of the following business purposes: to help deliver our services and run our business; to service or manage your account(s) in the ordinary course of our business; for customer service purposes; to third parties; and to others as required or authorized by applicable law.

Our Commitment to Data Security

This site uses reasonable security measures in place to protect personal information against loss, misuse, disclosure, or destruction of information under our control. However, we cannot guarantee absolute data security.

Children and Minors

It is our policy that visitors to our Site who are under the age of 18 should not post on or provide any information to this Site without the consent of their parents. This Site is not designed for or intended for use by persons under the age of 18.

Text Message Policy

By providing your cell phone number, you have provided Sequoia Financial Services with consent to send you account notifications including reminders and updates regarding your account via text.

• Msg frequency varies by acct/preference. Msg & data rates may apply.

• To opt-out, Text STOP to corresponding telephone number. An opt-out confirmation message will be sent back to you.

• To request support or email us at privacy@sequoiafinancial.com

Cookies

A technology called “cookies” may be used to collect certain computer or internet information.

Sequoia Financial Services does not respond to do not track signals.

California Residents – California Consumer Privacy Act (CCPA):

Although we believe that based upon the types of services we provide Sequoia Financial Services may be exempt from certain features of California’s Consumer Privacy Act (CCPA), we provide you with general information about the CCPA.

Under the California Consumer Privacy Act (CCPA), California residents may have the right to request through a verifiable consumer request, that a business disclose certain information. Once we receive and confirm your verifiable consumer request, we may disclose:

The categories of personal information that it has collected about that consumer.

The categories of sources from which the personal information is collected.

The business or commercial purpose for collecting or selling personal information.

The categories of third parties with whom the business shares personal information.

The specific pieces of personal information it has collected about that consumer.

Information We May Collect About You

We typically collects and discloses the following categories of personal information from consumers within the preceding 12 months:

(a) Identifiers such as real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, social security number, driver’s license number, passport number, or other similar identifiers;

(b) Any personal information described in subdivision (e) of Section 1798.80.

(c) Characteristics of protected classifications under California or Federal Law such as age, gender, etc.;

(d) Commercial Information, including records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies;

(e) Biometric information;

(f) Internet or other electronic network activity information, including, but not limited to, browsing history, search history, and information regarding a consumer’s interaction with an internet website application, or advertisement;

(g) Geolocation data;

(h) Audio, electronic, visual, thermal, olfactory, or similar information (Note: Calls are recorded and may be monitored);

(i) professional and employment related information,

(j) Education information, defined as information that is not publicly available personally identifiable information as defined in the Family Educational Rights and Privacy Act (20 U.S.C. Sec. 1232g; 34 C.F.R. Part 99);

(k) Inferences drawn from other information.

(l) Sensitive Personal Information.

Personal information does not include: Publicly available information from government records; Deidentified or aggregated consumer information; Information excluded from the CCPA’s scope, such as:

Health or medical information covered by the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”) and the California Confidentiality of Medical Information Act (“CMIA”) or clinical trial data; personal information covered by the Fair Credit Reporting Act (“FCRA”), the Gramm-Leach-Bliley Act (“GLBA”) or California Financial Information Privacy Act (“FIPA”), and the Driver’s Privacy Protection Act of 1994.

We collect most of this personal information from our clients or from you or your authorized representative by telephone or by electronic or other written communications. We may also collect information from our service providers, from third parties and from third parties with your consent;

We will retain this personal information so long as reasonably required in accordance with our data retention policies and procedures and is required by applicable law.

A California resident has the right to request through a verifiable consumer request that we delete personal information, subject to certain exceptions. If the information we maintain about you falls into one or more exceptions, we may not be able to delete the information.

A California resident has the right to request through a verifiable consumer request that we correct inaccurate personal information, subject to certain exceptions and the nature of the personal information.

To exercise your rights please provide your full name, address, date of birth, account number if applicable, and the last four numbers of your Social Security number by clicking on the link below or calling us at 1-818-409-6000. Please note that you may only make a request twice within a 12-month period.

DO NOT SELL MY PERSONAL DATA

We do not sell personal information to third parties.

A consumer has a right not to receive discriminatory treatment by us for the exercise of the privacy rights conferred by the California Consumer Privacy Act.

A consumer can designate an authorized agent to make a request under the California Consumer Privacy Act by sending us a notarized power of attorney or notarized written authorization.

Changes to This Privacy Policy

We may revise this Privacy Policy from time to time. Modifications go into immediate effect after they have been posted. If you do not agree with the policy, you should cease use of the site immediately.

General Contact Information

To contact us generally, you may write to us at: Sequoia Financial Services 28632 Roadside Dr., Suite 115 Agoura Hills, CA 91301 or email us at contact privacy@sequoiafinancial.com or call 1-818-409-6000

For Payment Options, call us at 1-818-409-6000 or www.securepayment-sequoiafinancial.com