Updated October 10th, 2017
Information You Provide Us
Customer Information: When you sign up to create a Prime Trust account, you provide us with information about yourself, including:
You may choose to sign in using your Google or Facebook account credentials, in which case we collect your Google or Facebook account ID and associated email address.
If you sign up as an entity (e.g. a company, partnership, trust, etc), you may also need to provide us with pertinent information about your entity, including:
If you create an account with another person, you may need to provide the above information about that person as well.
Beneficiary Information: When you create a Prime Trust account, you also provide us information about the beneficiary/beneficiaries of the trust, including:
Financial Information: In order to process your deposits, we may collect information about your bank routing numbers, bank account numbers, billing address, or credit or debit card. If you make a deposit using a credit or debit card through the Services, your information will be maintained by a third-party merchant bank payment processor and not by us.
You may also provide us with information about your financial profile, including information about your financial advisor, investment preferences, goals, and risk tolerances.
Communications. If you contact us directly, we may receive additional information about you. For example, when you contact our Customer Support Team, we will receive your name, email address, phone number, the contents of a message or attachments that you may send to us, and other information you choose to provide.
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver license or other identifying documents.
We may also use the information we collect:
We disclose information that we collect through the Services to third parties in the following circumstances:
We use certain physical, organizational, and technical safeguards that are designed to maintain the integrity and security of information that we collect. Please be aware that no security measures are perfect or impenetrable and thus we cannot and do not guarantee the security of your data. It is important that you maintain the security and control of your account credentials, and not share your password with anyone.
From time to time, we send marketing e-mail messages to our users. If you no longer want to receive such emails from us on a going forward basis, you may opt-out via the “unsubscribe” link provided in each such email.
The Services are not directed to individuals under the age of eighteen (18), and we request that they not provide personal information through the Services.
Prime Trust uses servers hosted in the United States. Please note that we may be transferring your information outside of your region for storage and processing in the United States and around the globe. By using the Services you consent to the transfer of information to countries outside of your country of residence, including the United States, which may have data protection rules that are different from those of your country.
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