For AssetMark, Inc., AssetMark Trust Company, AssetMark Retirement Services, Inc. and AssetMark Brokerage, LLC
In addition to our Privacy Notice, the following privacy and security principles apply when you visit us on our website or communicate with us online and electronically.
AssetMark, Inc. and AssetMark Trust Company respect your privacy.
What information do we collect when you visit assetmark.com?
You can visit our website as a registered user or as a visitor.
We also collect information that you provide to us voluntarily through our website, including when you sign up to receive our newsletter, when you submit information through our “Contact Us” form, and when you apply for employment through our “Careers” page.
What are cookies?
Cookies are files with a small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. If you set your browser to not accept cookies, you will limit the functionality we can provide you when you visit our website.
Does AssetMark share the information it collects from you online?
Yes. It is necessary for us to share this information with third parties for our business purposes and for other reasons as permitted by law. We share your information with the following entities and organizations:
Disclosure to Service Providers
Our service providers are prohibited from using your information for any purpose other than to carry out the purposes for which we disclosed the information, and as otherwise permitted by law.
Disclosures to Comply with Laws, Legal Processes and Law Enforcement
Does AssetMark use information that it collects online for advertising purposes?
Can you opt out of AssetMark’s use of your information for interest-based advertising?
Yes. If you wish not to have your information used for the purpose of serving you interest-based or targeted ads, you may opt-out by clicking this link and following the instructions on their website: networkadvertising.org/choices. Please note that this does not opt you out of being served all advertising, or even all of our advertisements. You will continue to receive generic advertisements. You may also continue to receive advertisements from AssetMark, but it will not be because you previously indicated an interest in AssetMark or our services.
Does AssetMark respond to "Do Not Track" signals?
No. Some internet browsers have incorporated “Do Not Track” features. Most of these features, when turned on, send a signal or preference (the “DNT Signal”) wo the websites that you visit, indicating that you do not wish to be tracked. Because there is not yet a common understanding of how to interpret DNT Signals, nor a common definition of “tracking,” AssetMark does not currently respond to DNT Signals on its website. If you wish to opt-out of AssetMark serving you interest-base or targeted ads, you may opt-out by clicking the “opt-out” link above.
Can you correct the information that AssetMark gathers about you online?
Yes, if you entered information online and later need to correct that information, please contact us at (833) 620-0416 (toll free). Please note that if we cannot associate the information to you, we may not be able to correct it.
Can other parties collect personal information about you when you visit assetmark.com?
Yes. When you visit our websites, other parties can collect personal information about your online activities over time and across different websites. This is because our websites include Social Plugins (“buttons”) for Facebook, LinkedIn, and Twitter. These buttons work by using code from the social media companies that allow you to connect to them, and allow them to collect information about your activity while you are on our websites, including your Internet Protocol address, the pages you visit, the device and browser you are using, and more. You can review the privacy policies of these social media companies to learn more about the data they collect, whether they engage cross-device tracking and targeted advertising, and how to manage or control the collection of data in your account settings.
What if you link to another website from assetmark.com?
Does AssetMark communicate by email?
Yes. We may send you email communications that may be useful to you, including information about our products and services, or third parties with whom we do business. If you sign up for our newsletter, we will send our newsletter to you via email. You will be given the option to unsubscribe from these emails.
Does AssetMark collect personal information from children?
No. AssetMark does not knowingly collect personally identifiable information from anyone under the age of 16. If you are a parent or guardian and you are aware that your child has provided us with personal information, please contact us. If we become aware that we have collected personal information from children without verification of parental consent, we take steps to remove that information.
What If this Online Privacy and Security Policy changes?
We may update this Online Privacy and Security Policy from time to time. We will post the current version of our Online Privacy and Security Policy on this website. Please check this page regularly for any material updates, along with the effective date of any changes.
This Online Privacy and Security Policy does not apply to other financial service providers, such as your Financial Advisor and the firm(s) s/he is associated with.
Effective date: March 2022