Disclosures

Privacy Policy

Parcion Private Wealth is committed to protecting the confidentiality of your personal information. Parcion Private Wealth, hereinafter referred to as (“Parcion”) does not rent, sell, or trade your personal information to anyone. The following is a description of how we protect your information, how we may use the information and the circumstances in which we would need to disclose information to others.

COLLECTING INFORMATION

Parcion may collect, store, and use personally identifiable information (“Information”) about you in the course of servicing you as a Client or as a User of our Websites. Parcion may also record information about browsing activity, data reviewed, and other information related to your use of our Websites. Parcion may use cookies or other tracking technology to record this and similar information about your activity on our Websites. As a User of our Websites, you agree to accept the terms of this Privacy Policy, otherwise you are not an authorized user of our Websites and Parcion may choose not to do business with you or provide you services.

You can use your browser settings can help you manage cookies. Some internet browsers also have “Do Not Track” features, but due to a lack of a universal protocol for websites to interpret and respond to DNT Signals, these options may not work, and we cannot guarantee that all first-party or third-data collection can be prevented using this method.

Security Measures

Parcion takes reasonable steps to protect your information from loss, misuse and unauthorized access, alteration, disclosure, or destruction, and use use physical, electronic and procedural safeguards that comply with applicable laws to protect your personal information.

Parcion takes steps to reasonably ensure that the privacy of your Information remains secure even in the event of the disposal of Information that is no longer required to be maintained. Such steps shall include whenever possible, shredding paper documents and records prior to disposal, requiring off-site storage vendors to shred documents maintained in such locations prior to disposal, and erasing and/or obliterating any data contained on electronic media in such a manner that the Information can no longer be read or reconstructed.

Information and Third Parties

We do not share any personal information about our clients or former clients with anyone outside Parcion Private Wealth without your direction or approval, except as described below. We require that when we share information within the scope of this agreement, those with whom we share such information keep that information strictly confidential, except where disclosure is permitted or required by law.

Those instances include:

  • Disclosures to companies that perform services on our behalf to assist us in providing our services to you, including our technology partners.
  • Disclosures to companies necessary for us to manage and administer your account (such as providing account information to brokers and custodians).
  • Disclosures that we have determined to be permitted or required by law or as required by applicable or regulatory authorities with jurisdiction over Parcion.
  • In circumstances where Parcion reasonably believes it is necessary to investigate, prevent or react to illegal activities, suspected fraud, threatening situations, or violations of our terms and conditions of use. In every case, disclosures are limited to the data determined to be necessary under the particular circumstances. We have not and will not sell any personal information about our clients or former clients.

PHISHING

Parcion does not send emails to clients or users requesting login, User ID’s, password or billing information. If you receive an email purporting to be from Parcion that asks you to provide personal or account information, or login and passwords, do not provide such information unless you have first verified that the website or email is from Parcion Such emails may be fraudulent and used in connection with scams known as phishing Parcion asks that you report any suspicious emails or websites to Parcion.

THIRD-PARTY WEBSITES

We may provide links to access other websites that are not operated or controlled by Parcion These policies herein do not apply to any third-party websites.

CHANGES

We may alter this Privacy Policy from time to time. In the event of an update, we will post an updated Privacy Policy to our Website(s) with the effective date of the new policy, and we will also provide Clients with the modified Privacy Policy if the changes materially alter the previous Privacy Policy.

YOUR ROLE

Your participation is an important component of all our safety efforts. We believe it is essential that we work in close cooperation with you as our Client to maintain the highest levels of security.

Updated November 20, 2022.