Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect can include your Social Security number, birth date, address, income, account balances, and holdings. When you are no longer our client, we may retain this information for a period of time.
Why do we share your information? Our custodians need this information to open and service your accounts. We do not use this information to market to you.
Blue Rock will provide your information to TD Ameritrade for the purpose of opening a custodial account with TDA on your behalf. Blue Rock Financial also contracts with yhlSoft, Inc (dba Advyzon) to facilitate fee payments and performance reporting for your accounts. Their Privacy Notice is available on request. Blue Rock also contracts with IDrive, a secure cloud storage provider, to back up files on a regular basis for Blue Rock’s computers. Blue Rock also contracts with Holistiplan, RightCapital, and Shareholders Services Group to provide various services such as tax analysis, planning and custodial services to clients. None of your information will be shared with any other third parties by Blue Rock without your consent.