Parrot Privacy Policy

FACTS

WHAT DOES PARROT FINANCIAL, INC. DO WITH YOUR PERSONAL INFORMATION?

Why?

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.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security Number and Income Information
  • Investment Experience and Risk Tolerance
  • Retirement Assets and Employment Information

How?

All financial companies need to share customer personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons Parrot Financial, Inc.  chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does Parrot Financial, Inc. share?

Can you limit this sharing?

For our everyday business purposes- such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureau

YES

YES

For our marketing purposes-to offer our products and services to you

YES

YES

For joint marketing with other financial companiesFor nonaffiliates to market to you

YES

YES

Who we are

Who is providing this notice?

Parrot Financial, Inc. 

What we do

How does Parrot Financial, Inc. protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Parrot Financial, Inc. collect my personal information?

We collect your personal information, for example, when you:

  • Subscribe to our premium service, or
  • enter into an investment advisory contract, or 
  • show your Government issued ID, orgive us your income information. 

Why can't I limit all sharing?

Federal law gives you the right to limit only:

  • sharing for affiliates’ everyday business purposes-information about your creditworthiness

  • Affiliates from using your information to market to you

  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

  • Parrot Finance, Inc. has no affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • None

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • None