Privacy Policy

We are providing this Notice of Privacy Policy in order to comply with the SEC’s Privacy of Consumer Financial Information rule, commonly known as Regulation S-P. We have always been committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by our clients. We want you to know how we protect your information and how we use it to service your account. We hope you will take a moment to review our policy explained in the Privacy Statement below.

PRIVACY STATEMENT

Protecting your personal information is an important priority for WealthCare Advisors, LLC. Our privacy policy is designed to support this objective. WealthCare Advisors, LLC uses personal information collected about you to provide you with the superior service you have come to expect from us. We may use this information in order to develop, offer and deliver services; process transactions in your account; respond to your inquiries ; or to fulfill legal and regulatory requirements. We may collect nonpublic personal information about you from any of the following sources:

  1. Information provided by you on applications or other related forms (examples include name, address, Social Security number and date of birth).
  2. Information arising from your investments in your accounts (examples include trading history and balances).
  3. Information gathered with discussions with our staff.

 

WealthCare Advisors, LLC does not disclose any nonpublic personal information about you, unless you have specifically authorized us to do so if law requires it. We do disclose provided information, as described above to Fidelity in connection with its services in maintaining your account(s) and clearing transactions. We limit the access to the information we have about you to those who need to know that information in order to perform with the advisory services that we have agreed to provide to you. We maintain physical, electronic and procedural safeguards in keeping with both.