Do Not Sell

YOUR CHOICES AND CONTROLS

We want you to be in control of your information. In the form provided below you can submit the following requests or take the following actions to exercise control over the information we have about you:

ACCESS AND PORTABILITY.

Request access and receive a copy of the information we have about you by selecting the “Access My Information” option from the drop-down menu. 

CORRECTION OR MODIFY (ALSO KNOWN AS RECTIFICATION).

Request to correct or modify the information we have about you by selecting the “Correct or Modify My Information” option from the drop-down menu. 

DO NOT SELL MY PERSONAL INFORMATION.

You may opt-out of the “sale” of your personal information at any time by taking the following actions:

  • For information we collect automatically through cookies and similar tracking technologies: change your browser settings to stop accepting cookies or to prompt you before accepting cookies. To learn more about your options and how to exercise them, read Cookies and Other Technologies.
  • For all other information you provide to MoneyWizard: you can put on file with us your preference to opt-out of the “sale” of the personal Information we have about you by selecting “Do Not Sell My Personal Information” from the drop-down menu below.
  • You can also email us at [email protected] for assistance in exercising your rights. 

DELETION (ALSO KNOWN AS ERASURE).

If for some reason you ever want to delete the information we have about you, simply submit a request by selecting the “Delete My Information” option from the drop-down menu. 

REVOKE CONSENT OR OBJECT TO PROCESSING.

You can revoke the consent you gave to us or object to our processing of the information we have about you by selecting the “Revoke My Consent or Object to Processing of My Information” option from the drop-down menu. If you are seeking to unsubscribe to our emails or change your communication preferences, see below. 

MARKETING AND COMMUNICATION PREFERENCES.

If you wish to unsubscribe to any email communications we send to you, simply select “unsubscribe” in the emails. If you wish to unsubscribe to any text messages we send to you, text “STOP” in reply to any text message you receive from us. If you wish to unsubscribe or change/update any communication preferences with us including calls or mail, submit a request by selecting the “Marketing and Communication Preferences” option from the drop-down menu. Please note that we only control our own mailing and marketing lists/subscriptions and policies. Third parties that maintain their own marketing lists may send communications that advertise our services. You must contact these parties directly in order to stop receiving their communications. 

COOKIES AND OTHER TRACKING TECHNOLOGIES.

To learn more about your choices and how to exercise control over the information we collect from you automatically using cookies and other online tracking technologies, read Cookies and Other Technologies.
If you have any questions or need assistance, email us at [email protected]

START HERE TO EXERCISE YOUR PRIVACY CHOICES

To get started you must first provide your email and phone number so we can begin processing your request and so we can communicate with you about your request and your choices. Keep in mind that each option provided below is subject to applicable legal limitations. Depending on the type of request you are making and applicable legal requirements, we may also ask you to verify your identity/request or provide additional information before we let you exercise your choices over the information we have about you. We may also reject your request for several reasons, including, by way of example only, if the request risks the privacy of other persons or is unlawful.

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    *Once you submit your request, we will email you with additional details on next steps and any additional information we needed to process your request.