Terms of Service

When you visit our website, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited, and average time spent on our website. This information may be used, for example, to alert you to software compatibility issues, improve our web design and functionality, or to provide you with customized service. The technical information obtained will also be retained as evidence of your instructions to us. You hereby authorize Assante Connect to collect and retain all relevant information relating to your use of the Website. You further authorize any third party to provide us with such information.

We use digital markers and web analytics to improve our site, such as Google Analytics, to collect non-personal information to understand how people are using the site and how we can make it better. We use cookies and other similar technologies to support the operation of our website. Cookies are small amounts of data that a website sends to a web browser on a visitor’s computer. Our cookies help us to collect information about visitors to our website, including the date and time of visits, pages viewed, or amount of time spent on our website. Cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout or remembering your language preference.

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device or your online preferences.

By using our website, you acknowledge and understand that web servers will automatically collect certain information about a visit to a website, including but not limited to the visitor’s Internet Protocol (IP) address. An IP address is unique numbers assigned by Internet Service Providers (ISP), to all devices used to access the Internet. While we are not able to identify an individual using the IP address alone, in certain circumstances, it could be used to identify an individual using the site. In the event you choose to utilize electronic signatures features of our services you agree to the collection and retention of your IP address for the purposes of identifying you, fraud protection and security.

We use certain 3rd party services to obtain verification of your identity, your banking information and other information. While utilizing these services you will be directed to the 3rd party’s online portal which may have a separate and distinct privacy policy. By using these 3rd party service(s), you understand and acknowledge that the information provided may be subject to collection, use and disclosure policies of the 3rd party service provider.

We may store your personal information via third party entities that reside in foreign jurisdictions. Information may be transferred to, accessed and/or retained by third parties pursuant to data storage agreements that are necessary to provide you services. We and/or a third party may be compelled, by law or otherwise, to provide information to a third party, subject to applicable privacy law. We must abide by applicable privacy legislation in the jurisdiction(s) in which we operate.

If you send us an email or complete an online form, we may use your personal information to respond to you.

By registering for our service through an “Invite” you consent to the sharing of your registration status with your Inviting Advisor. By agreeing to share visibility you are consenting to sharing account details and transactional activity with the Inviting Advisor. If you would like to stop sharing your account details and transactional information with your Inviting Advisor, you may opt out of the sharing of your information by emailing your request to [email protected].

Assante Connect cannot guarantee complete confidentiality or security for information that is transmitted electronically. By accessing the Website, you acknowledge that Assante Connect is not responsible for any damages or losses you may suffer as a result of your electronic transmission of confidential or sensitive information to us being intercepted. Please refer to Assante Connect’s Privacy Policy for more information.

Further information regarding our Privacy Policy