Vested’s number one priority is your trust. Your privacy is essential to earning and keeping that trust. This tenet drives all of the decisions we make, as well as how we gather, use and store any information we acquire from you.
The type of information we collect depends on whether you are a current or former User and/or Employee. We collect Personal Information from you when you voluntarily provide it to us. Examples of instances when we collect Personal Information include:
We collect Personal Information such as name, address, telephone number and other information you may provide, such as your age, compensation, and risk tolerance, which may include your financial goals and objectives, income information and other financial planning information about your household.
We may collect your e-mail address and/or telephone number should you engage with us via our Site or email.
Vested collects Personal Information from current, prospective and former Employees, their designated contact in case of a medical emergency, and beneficiaries under any insurance policy (“Employee Personal Information”). The Employee Personal Information we collect may include title, name, address, phone number, email address, date of birth, passport number, driver’s license number, social security number, financial information related to credit checks, bank details for payroll, external brokerage account information, holdings and trading activity, information that may be recorded on a CV, resume or other employment application form, contact information in case of an emergency, and beneficiaries under any insurance policy. Additionally, we may collect sensitive Employee Personal Information, such as details of health and disability, including mental health, medical leave, and parental leave.
Due to the nature of our business, Services and benefits are not marketed to minors. Vested does not knowingly solicit Personal Information from children under the age of 18.
If you are under the age of 18, please do not submit any Personal Information to Vested.
If we learn that we have collected Personal Information directly from a minor, we will delete such information from our files.
If a parent or guardian becomes aware that his or her child under the age of 18 has directly provided us with Personal Information without his or her consent, he or she should contact us at firstname.lastname@example.org and we will delete such information from our files.
Other means by which we collect Personal Information include the following:
We use your Personal Information to help you evaluate our Service, offer you new products or services, and enhance our Service. We may also use your personal information a number of ways, including research, internal analysis, and analytics.
We acquire, hold, use and process Employee Personal Information for a variety of business purposes including but not limited to:
Vested may share your Personal Information among affiliated Vested entities in connection with the provision of Services to Users. There are certain circumstances, in which we may share your Personal Information with nonaffiliated third-parties without further disclosure to you. For example, from time-to-time, we hire third-parties to perform certain business and technology related functions (e.g., mailing information, database maintenance and payment processing). In the case we hire a third party to perform a function of this kind, we endeavor to only provide them with the minimum information they need to perform their specific function and to require these third parties to safeguard your information.
We will never rent, sell or trade your Personal Information to anyone. Ever.
You may decline to provide Personal Information to Vested. Declining to provide personal information may disqualify you from using Vested Services, and Site features that require certain Personal Information.
Where you have consented to Vested’s use of your Personal Information, you may withdraw that consent at any time and opt out by contacting us by email, phone or physical mail via the contacts indicated under the “Questions and Contacting Us” section below. Additionally, before we use Personal Information for any new purpose not originally authorized by you, we will provide information regarding the new purpose and give you the opportunity to opt out.
We will use Employee Personal Information only for employment-related purposes. If we intend to use this Employee Personal Information for any other purpose, we will provide the Employee with an opportunity to opt-out of such use.
Vested may use your Personal Information to communicate with you regarding our Service or to tell you about blog posts or Services that we believe will be of interest to you. If you decide at any time that you no longer wish to receive communications from us, please follow the “unsubscribe” instructions provided in the communications or contact us at email@example.com . Please note that you cannot opt-out of administrative communications such as regulatory, billing or service notifications.
Users may contact us at firstname.lastname@example.org to request information about how to access your Personal Information.
You may request deletion of Personal Information by contacting us at email@example.com and providing us enough information to identify your account and prove that you are the owner of the identified account. However, we may retain residual information related to your account, as well as any data related to your trades, in accordance with applicable laws. In no case will we share any individual trading data unless required by regulators or other government bodies, or in accordance with applicable laws.
Vested takes reasonable steps, endeavoring to use appropriate technical or organizational measures, to protect your Personal Information from loss, misuse, and unauthorized access, alteration, disclosure, or destruction. However, no Internet, email, or electronic operating system that enables the transmission of data is ever fully secure or error free therefore, we cannot ensure or warrant the security of any information you transmit to us.
We do not allow third-party advertising on our Site.
Second Floor (UnderscoreVC)
45 School St
Boston, MA 02108