Last Updated: September 2025
See here for the True Link Privacy Policy for Kids.
This Privacy Policy explains how True Link Financial, Inc. and its subsidiary, True Link Financial Advisors, LLC (collectively, “True Link”, “Company”, we”, “our” or “us”) collects, uses, discloses, and protects personal information through our online services, websites, mobile applications, use of True Link financial services products and the associated software platform, the use of the trust administration software and record-keeping platform, and any other software provided on or in connection with the services and also any and all communications with us via phone, email, text, chat or otherwise (each, a “Service” and collectively, “Services”).
When you use the Services, you consent to our collection, use, disclosure, and protection of information about you as described in this Privacy Policy.
BY ACCESSING OR USING THE SERVICES, YOU AGREE TO THIS POLICY. IF YOU DO NOT AGREE TO THIS POLICY, PLEASE DO NOT USE THE SERVICE(S).
Personal information is any information that can be reasonably used to identify you. Personal information does not include de-identified, anonymized, or aggregated information, publicly available information made lawfully available, or any other information excluded from the scope of applicable privacy laws.
We may process the following categories of personal information in connection with our Services:
Identifiers, including name, email address, postal address, telephone number, Internet Protocol address, online identifiers, account name, Social Security Number, driver’s license or state identification card number, bank account number, or other similar identifiers.
Commercial information, including assets owned, sources of assets, products or services purchased, merchants paid, or other purchasing or consuming histories, and securities transactions.
Internet or other electronic network activity information, including browsing history, search history, and information regarding a consumer’s interaction with an internet website, application, or advertisement; and communications that we exchange with you, including when you contact us with questions or feedback, through the Service (including our chatbot and other interactive features), social media, survey participation, text messages, or otherwise.
Geolocation data, such as data derived from a device that is used to locate an individual within a geographic region (e.g., where the True Link Card has been used).
Employment information, including professional or employment-related information.
Inferences, including those drawn from any of the categories of information identified above to create a profile, as well as inferences about an individual’s preference and characteristics.
Government ID Data, including Social Security number, driver’s license, state identification card, passport number and citizenship status. Other information you provide to us, including in reviews, questions, and comments that are shared in a public forum or in response to surveys.
Other information you provide to us, including in reviews, questions, and comments that are shared in a public forum or in response to surveys.
We may collect and store personal information about you from various sources, including, for example, directly from you, automatically through your use of the Service, and from publicly available sources or third parties, as further detailed below. If you are an individual who utilizes our Services to obtain a financial product or service through us, we will use and share any information that we collect from or about you in accordance with our U.S. Consumer GLBA Privacy Notice. Information subject to our U.S. Consumer GLBA Privacy Notice is referred to as Non-Public Personal Information (“NPPI”).
The personal information we collect from you will vary depending on the product or service requested. We may ask for certain personal information such as your username, first and last name, birth date, telephone number, email address, mailing address, social security number, and other details related to your financial situation when you use our Service(s) and/or register for a True Link account. We may also collect personal information that you voluntarily provide to us when using the Service(s).
We may also collect and store personal information that you provide to us about other people. By submitting personal information about someone other than yourself (e.g., a Card Administrator providing information about a Card Owner or Card Holder or a Trustee providing information about a beneficiary), you represent that you are authorized to provide us with that person’s personal information for the purposes identified in this Privacy Policy and in connection with the Service(s).
We may also retain any messages you send through the Service(s), customer service correspondence (via telephone, chat, text, email or otherwise), and may collect personal information you provide or you post to the Service(s).We also collect communications that we exchange with you, including when you contact us with questions or feedback, through the Service (including our chatbot and other interactive features), social media, survey participation, text messages, or otherwise.
Calls to True Link or to third-parties through True Link by you or to you may be recorded or monitored for quality assurance, customer service, training and/or risk management purposes.
In addition to the personal information you provide to us directly we may automatically collect personal information about your use of the Service(s), as described below.
Log file information. Log file information is automatically reported by your browser each time you access the Service(s). When you use our Service(s), our servers may automatically record certain log file information. These server logs may include information such as your web request, Internet Protocol (“IP”) address, browser type, browser language, operating system, platform type, the state or country from which you accessed the Service, software and hardware attributes (including Device ID), referring/ exit pages and URLs, number of clicks and how you interact with links on the Service, domain names, landing pages, pages viewed and the order of those pages, the data and time you used the Service and uploaded or posted content, error logs, files you download, and other such information.
Location information. When you use the Service, we may automatically collect general location information (e.g., IP address, city/state and or zip code associated with an IP address) from your computer or mobile device.
Use of cookies and other technologies. We use “cookies” and other technologies (such as web beacons and pixels) in connection with our Services. Cookies are small data files that websites place in your browser to recognize your computer or mobile device when you return to the site. These technologies help inform our understanding of user behavior, including for fraud prevention and security purposes, facilitate and measure the effectiveness of advertisements, and give us a better understanding of which parts of our websites people have visited. We may use these technologies when you access our website, e-mails, videos, or advertisements.
Session Replay. We and our vendors may collect information about how you use and navigate the Service(s), in some cases on a real-time basis. This may include information about your browsing behavior, page visits, clicks and cursor movements, searches on our sites, keystrokes, and screen recordings. The information (including your IP address) collected by these technologies will be disclosed to or collected directly by these vendors, who use the information to help us evaluate your use of the Service(s).
We may receive personal information about you from publicly and commercially available sources, as permitted by law, which we may combine with other personal information we receive from or about you. For example, when you open certain accounts at True Link we are legally required to conduct due diligence about who you are. We may provide your personal information to third-party vendors in order to perform this due diligence. We may also acquire your personal information from third-parties.
Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.
We may use your personal information for a number of purposes, including:
To provide you with and manage the Service(s). We use your personal information to provide, develop, maintain, analyze, and improve our Service(s) and the features and functionality of the Service(s). This may include facilitating your participation in opportunities and promotions, enabling you to make purchases, and the customization and tailoring of the Service(s) features according to the personal information that you provide.
To process and fulfill a request or other transaction submitted to us. We use your personal information to process or fulfill requests or transactions that you have requested and provide customer support.
To communicate with you. We use the personal information we collect or receive to communicate directly with you, for example, to send you emails containing newsletters, promotions and special offers or send you Service-related emails.
Surveys, offers, sweepstakes. We may use your personal information to conduct surveys, provide you offers or to conduct sweepstakes.
Marketing and advertising. We may use your personal information to market, advertise, and promote our Services and the services of certain third parties we work with.
Research and analytics. We may use your personal information for research and analytical purposes, for example, to identify trends and effectiveness of certain marketing campaigns we run.
Business operations. We may use your personal information for certain operational purposes including, for example, to perform audits and quality control.
To protect the rights of True Link and others. We may use your personal information as we believe is necessary or appropriate to protect, enforce, or defend the legal rights, privacy, safety, security, or property of True Link, its employees or agents, or other users and to comply with applicable law.
For legal reasons and policy compliance. We may use your personal information to comply with obligations under applicable law and to respond to legal process, to investigate or participate in any adversarial legal proceedings, to enforce or investigate violations of our terms or policies, and to investigate or monitor any alleged illegal activities in connection with our Services.
With your consent. We may otherwise use your personal information with your consent or at your direction.
We may disclose your personal information as listed below.
Your Card Administrators, Caretakers, Representative Payees, Trustees, Guardians, Conservators, and others who are similarly situated (collectively, “Your Representatives”). Your Representative is the person or organization that has established a True Link account for you and manages that account on your behalf. Your Representative provides us certain information about You to open a True Link account, and we may disclose your information to allow Representatives to manage your account. Personal information you submit to Your Representative through the service also may be governed by Your Representative’s privacy and security policies. For details of these policies, please consult the policies of the Representatives directly.
Affiliates. We may disclose personal information to our parent and subsidiary companies and affiliates including for the purposes and uses described in this Privacy Policy.
Vendors. We may disclose your personal information with vendors and other entities who work on behalf of, or with us, such as processors, banks, brokers, agents and other representatives. Vendors assist us with a variety of functions to meet our business operations needs and perform our Services. This includes, for example, assisting with customer service-related functions, providing advertising and analytics services, helping us verify your identity, communications services, providing website hosting services, providing additional financial services like ACH processing, securities trades, bank accounts, check processing, assisting with auditing functions, and helping us with marketing and related research activities.
Marketing partners. We may disclose your personal information with third-party marketing partners including partners who we conduct joint-marketing activities with or who we offer a co-branded service with. Marketing partners also include those entities who maintain a link to our Services on their site, or a True Link widget on their site, when you interact with that widget or click from their site to our Services.
Other parties when required by law or as necessary to protect our users and services. True Link may disclose your personal information where required to do so by law or subpoena or if we reasonably believe that such action is necessary to (a) comply with the law and the reasonable requests of law enforcement; (b) enforce our terms and policies or to protect the security or integrity of our Service; and/or (c) exercise or protect the rights, property, or personal safety of True Link, our Users or others.
Business transfers or corporate transactions. If we are involved in strategic transactions including any sale, divestiture, merger, acquisition, joint venture, assignment, transfer, reorganization, dissolution, bankruptcy or receivership, or similar transactions or proceedings involving all or a portion of True Link (including any share of True Link) or products, services, or other assets, we may disclose personal information in the diligence process with counterparties and others assisting with the transaction and transferred to a successor or affiliate as part of that transaction along with other assets.
Public forums. Any information or content that you voluntarily disclose for posting to the Service becomes available to the public, as controlled by any applicable privacy settings. Subject to your profile and privacy settings, any personal information that you make public is searchable by other Users. If we remove personal information that you posted to the Service, copies may remain viewable in cached and archived pages of the Service, or if other Users have copied or saved that information. We are not responsible for the information that you choose to submit. or post in public forums.
Otherwise with your consent or at your direction. In addition to the disclosures described in this Privacy Policy, we may share personal information about you with third parties whenever you consent to or direct such sharing.
True Link takes technical and organizational measures to protect your data against accidental or unlawful destruction or accidental loss, alteration, unauthorized disclosure or access. These measures vary depending on the sensitivity of the personal information we have collected from you. However, no method of transmission over the Internet or via mobile device, or method of electronic storage, is absolutely secure. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security. True Link is not responsible for the functionality or security measures of any third-party. To protect your privacy and security, we take steps (such as requesting a unique password) to verify your identity before granting you access to your account. You are responsible for maintaining the secrecy of your unique password and account information, and for controlling access to your email communications from True Link, at all times. Do not share your password with anyone and do limit your access to your computer or other devices by signing off after you have finished accessing your account.
For information about how to protect yourself against identity theft, please refer to the Federal Trade Commission’s website at www.ftc.gov/news-events/media-resources/identity-theft-and-data-security.
To find out more about True Link's security measures, visit our security page
If you would like to make any changes to your account information, please contact us at support@truelinkfinancial.com.
You can stop receiving promotional email communications from us by clicking on the “unsubscribe link” provided in such communications. We make every effort to promptly process all unsubscribe requests. You may not opt out of Service-related communications (e.g., account verification, transaction-related updates, changes/updates to features of the Service, and technical and security notices). If you have any questions, you can contact us directly at marketing@truelinkfinancial.com.
Blocking cookies in your browser. Most browsers let you remove or reject cookies, including cookies used for interest-based advertising. To do this, follow the instructions in your browser settings. Many browsers accept cookies by default until you change your settings.
Blocking advertising ID use in your mobile settings. Your mobile device settings may provide functionality to limit use of the advertising ID associated with your mobile device for interest-based advertising purposes.
Google Analytics. You can also opt out of Google Analytics by downloading and installing the browser plug-in.
Advertising industry opt out tools. You can also use these opt out options to limit use of your information for interest-based advertising by participating companies:
Digital Advertising Alliance for Websites
Network Advertising Initative
Note that you will need to opt out on every browser and device that you use because these opt out mechanisms are specific to the device or browser on which they are exercised.
I. U.S. Federal Law.
Federal law provides consumers and customers, as those terms are defined in the Gramm-Leach-Bliley Act (“GLBA”), the right to limit some but not all sharing of their information by financial institutions like True Link. Federal law also requires that we inform you how we collect, share, and protect your personal information. Please refer to our U.S. Consumer GLBA Privacy Notice for more information on your rights pertaining to the sharing of NPPI.
II. Rights and additional information under applicable U.S. state laws, including Minnesota, and Oregon.
Depending on your jurisdiction, and subject to certain exceptions and restrictions, you or your authorized agent may exercise the privacy rights listed below by following the process outlined in Section 8. If you are a California resident, please see Section 12.
Right to Access / Request to Know. You may have the right to request access to your personal information and receive it in a portable and machine-readable format. This right includes the ability to check whether we process personal information about you. Additionally, under certain state laws, including Oregon and Minnesota laws, you may also request that we disclose to you the third parties to whom we have disclosed your personal information.
Right to Delete. You may have the right to request deletion of your personal information, including your account. However, this may impact your use of our Services.
Right to Correct. You may have the right to correct or update personal information that we hold about you.
Right to Appeal. You may have the right to appeal decisions that we make with regards to a privacy request.
Right to Opt-Out of Selling or Sharing for Targeted Advertising. You may have the right to opt out of targeted advertising and “selling” of personal information, as explained in the “Exercising Your Privacy Rights” section below.
To submit a request to know, access, delete, or correct your personal information, or appeal a decision we’ve made regarding a privacy request, please contact us at support@truelinkfinancial.com or by phone at 1-855-244-1209.
All privacy rights requests will be honored within forty-five (45) days of receipt, unless we are unable to process your request in such a time in which case we will provide you with an explanation for the delay. We may deny your request if we cannot verify your identity or if an exception, exemption or restriction applies.
Right to appeal. If you are a resident of Oregon or Minnesota, you may appeal a refusal of a privacy rights request by responding to the notification of denial within 14 calendar days of the date of notification. We will approve or deny the appeal within 45 days after the date on which we receive the appeal and will notify you in writing of our decision and the reasons for the decision. If we deny the appeal, the notice will also provide or specify information that enables you to contact your state attorney general to submit a complaint.
Verification. Once you submit a request, we will verify that you are the consumer to which the request pertains by matching your name, email address and physical address with information we maintain. Depending on the type of request you submit, we will attempt to match either two or three of these data points to the information maintained in our systems. If we are unable to verify your request with the data points you provided, we may reach out to you for additional information to verify your request. We may also reach out to you for additional verifying information for requests requiring a higher degree of verification because of the type or sensitivity of the request. In some instances, we may not be able to honor your request, such as when an exception applies or when we cannot verify your identity.
Exceptions and exemptions. Most state privacy laws do not apply to certain personal information, such as information subject to the Fair Credit Reporting Act (“FCRA”), the Driver’s Privacy Protection Act of 1994, or the GLBA (or any state-specific analogues of the GLBA, such as the California Financial Information Privacy Act (“FIPA”)).
Opting out of Selling or Sharing for Targeted Advertising. We may disclose personal information, including personal information collected through cookies and other technologies, to create, deliver, and measure the effectiveness of advertisements for things you might like. This may be considered targeted advertising under applicable privacy laws. To opt out of targeted advertising that uses personal information collected through cookies and other technologies, scroll to the bottom of the page and click “Do not sell or share my information”, then toggle off and click to confirm your choices.
Right to non-discrimination. You have the right to be free from unlawful discrimination for exercising your rights, including in Oregon and Minnesota.
Authorized agents. You may designate an authorized agent to submit a request on your behalf. We may require that you provide the authorized agent with written permission to act on your behalf and that you verify your identity directly with us.
Alternate format. If you have a disability that prevents or limits your ability to access this Privacy Policy, please email us at support@truelinkfinancial.com or call us at 1-855-244-1209 We will work with you to provide this notice in an alternative format.
True Link retains or stores your information for as long as necessary to achieve the purpose for which it is processed; comply with retention periods established by applicable law; prevent or resolve disputes; enforce our agreements; and for backup, archival, or audit purposes.
Certain of our Service(s) allow parents to create accounts for their children, including minors under 16 (“Minors”). For those Service(s), we collect information about Minors from their parents and limited personal information from Minors when they use True Link.
Information Collected from Parents. For your Minor to access and use True Link, you will be required to create an account for them. When creating an account for your Minor, we may ask that you provide us with your name, date of birth, address, and social security number and the same information for your Minor.
Information Collected from Minors. If a Minor logs in to review their account, we (and in some cases our vendors) collect personal information from the Minor both directly and automatically. More specifically, we collect:
- Authentication Data: the Minor must provide the last four digits of their card, the last four digits of their social security number, and their date of birth to access their account.
- Activity and usage data: persistent identifiers, including cookies, IP addresses, which we use to provide and improve True Link, for error logging, for analytics, and to collect usage information, and information about the Minor’s browser software and operating system, device type, and similar information.
- Customer support inquiries. If the Minor contacts us for customer support, we will collect your child’s basic contact information, and information about the request and its resolution.
How We Disclose Minors’ Information. We may disclose the personal information we collect from Minors as described below:
- Service Providers: We share personal information with third-party service providers, contractors, or agents to assist us in making True Link available or to help us improve our Service, such as by providing database hosting and data storage.
- Business Transaction: In the event of a merger, sale of capital stock or assets, reorganization, capital investment, consolidation or similar transaction (or the due diligence in contemplation thereof) involving True Link, the information we possess, including personal information collected from your Child, shall be transferred as a corporate asset to the acquiring entity.
- Legal Compliance: We will use and disclose personal information collected from Minors where we, in good faith, believe that the law or legal process (such as a court order, search warrant or subpoena) requires us to do so or in other circumstances where we believe it is necessary to protect the rights, property, or personal safety of True Link, our users and/or third parties.
We may aggregate or de-identify data relating to activity on the True Link Service and use it for any permissible purpose and share with third parties. Such aggregated, de-identified data will not contain any personal information from the Minor.
We do not share or disclose Minors’ information for marketing purposes, including to third parties for their own direct marketing purposes.
Parental Controls. As a parent or guardian, you will have oversight and control of your login details and access to your Minors’ account. You may contact True Link to review the type of information collected from the Minor or change your consent. You may also ask us at any time to stop collecting personal information from the Minor and request that we delete information we have already collected. We may not be able to delete certain information, however, such as when applicable law requires us to retain it. In addition, such requests may result in termination of the Minor’s access to and use of the True Link.
To view the True Link Privacy Policy for Kids, click here.
We are not responsible for the practices employed by websites or services including those linked to or from the Service or to which you direct True Link to retrieve personal information, including the personal information or content contained therein. Please remember that when you use a link to go from the Service to another website, our Privacy Policy does not apply to third-party websites or services. True Link is also not responsible for sites directing you to True Link. Our Terms of Service and Privacy Policy do not apply to those third-party sites either.
This section applies only to “personal information” about California residents that is subject to the California Consumer Privacy Act (“CCPA”), and it supplements the information in the rest of our Privacy Policy.
The CCPA does not cover certain information, including publicly available information, NPPI, and information covered by the California Financial Information Privacy Act. This section does not apply to such information. In addition, this section does not apply to personal information we collect from employees or job applicants in their capacity as employees or job applicants.
CCPA Categories Of California Personal Information We Collect. Throughout this Privacy Policy, we discuss in detail the specific pieces of personal information we collect about our customers, how we use that information, and how we disclose it. Under the CCPA, we are also required to provide you with the CCPA “categories” of personal information and sensitive personal information we collect:
Identifiers, including name, email address, postal address, telephone number, Internet Protocol address, online identifiers, account name, Social Security Number, driver’s license or state identification card number, bank account number, or other similar identifiers.
Protected classifications: We collect your age from you in order to comply with laws that govern collection and disclosure of personal information belonging to minors.
Commercial information, including assets owned, sources of assets, products or services purchased, or other purchasing or consuming histories, and securities transactions.
Internet or other electronic network activity information, including browsing history, search history, and information regarding a consumer’s interaction with an internet website, application, or advertisement; and communications that we exchange with you, including when you contact us with questions or feedback, through the Service (including our chatbot and other interactive features), social media, survey participation, text messages, or otherwise.
Geolocation data, such as data derived from a device that is used to locate an individual within a geographic region (e.g., where the True Link Card has been used).
Audio, electronic, visual, or similar information: If you contact us via phone, we may record the call.
Employment information, including professional or employment-related information.
Inferences, including those drawn from any of the categories of information identified above to create a profile, as well as inferences about an individual’s preference and characteristics.
Sensitive personal information, including Social Security number, driver’s license, state identification card, or passport number, and your account log-in and password and financial data.
Other information that identifies or can be reasonably associated with you.
How We Use These Categories of Personal Information. We and our vendors may use and disclose all of the personal information we collect for the purposes described in this Notice, and in accordance with our disclosures in the “Use of Your Personal Information” section above. This includes the following business and commercial purposes (as those terms are defined in applicable law): to provide you with and manage the Service(s); to process and fulfill a request or other transaction submitted to us; to communicate with you; surveys, offers, sweepstakes; marketing and advertising; research and analytics; business operations; to protect the rights of True Link and others; for legal reasons and policy compliance; other purposes with your consent.
Sources of Personal Information. We collect the categories of personal information identified above from the following sources: (1) directly from you; (2) through your use of the Service(s); (3) customers that provide us your personal information; (4) publicly and commercially available sources; and (5) third parties such as vendors who assist with due diligence and marketing providers.
How We Disclose These Categories of Personal Information. We describe our information sharing practices in the “Disclosure of Your Information” section above. We may disclose certain categories of personal information with third parties (as defined by the CCPA) for business purposes. For example, we may disclose your information to marketing partners.
Your California Privacy Rights. If you are a California resident, the CCPA allows you to make certain requests about your personal information. Specifically:
- You may have the right to request access to your personal information and receive it in a portable and machine-readable format. This right includes the ability to check whether we process personal information about you.
- You may have the right to request deletion of your personal information.
- You may have the right to correct or update personal information that we hold about you.
You may have the right to receive information about the financial incentives that we offer to you (if any). You also have the right not to be discriminated against (as provided for in applicable law) for exercising certain of your rights. Certain information may be exempt from such requests under applicable law. For example, these rights do not extend to publicly available information, NPPI, or other information not covered by the CCPA. In addition, we need certain types of information so that we can provide the Service(s) to you. If you ask us to delete it, you may no longer be able to access or use the Service(s).
How to Exercise Your Rights. If you would like further information regarding your legal rights under California law or would like to exercise any of them, please submit a request at https://www.truelinkfinancial.com/ccpa-request or contact us at support@truelinkfinancial.com or by phone at 1-855-244-1209.We will verify that you are the consumer to which the request pertains by matching your name, email address and physical address with information we maintain. Depending on the type of request you submit, we will attempt to match either two or three of these data points to the information maintained in our systems. If we are unable to verify your request with the data points you provided, we may reach out to you for additional information to verify your request. We may also reach out to you for additional verifying information for requests requiring a higher degree of verification because of the type or sensitivity of the request. In some instances, we may not be able to honor your request, such as when an exception applies or when we cannot verify your identity.You may designate an authorized agent to submit a request on your behalf. We may require that you provide the authorized agent with written permission to act on your behalf and that you verify your identity directly with us.
“Sharing” and “Selling” Information. The CCPA sets forth certain obligations for businesses that “sell” or “share” personal information, as those terms as uniquely defined in the CCPA.
“Sales” of personal information. We may disclose certain identifiers (like IP address and email address), internet or other electronic network activity information (like information regarding an individual’s browsing interactions on the Service(s)), and commercial information (like the fact that a browser visited a page directed to people who are considering using the Service(s)) to certain analytics, advertising, and marketing providers in ways that may be considered “sales” under the CCPA. To opt out of such disclosures, click the “Do Not Sell or Share My Personal Information” link in our website footer or in our application settings.
“Sharing” personal information. Under the CCPA, “sharing” is defined as the targeting of advertising to a consumer based on that consumer’s personal information obtained from the consumer’s activity across websites. We “share” information for these purposes to provide more relevant and tailored advertising to you regarding the Service(s). As part of this advertising, we may “share” certain identifiers (like IP address and email address), internet or other electronic network activity information (like information regarding an individual’s browsing interactions on the Services), and commercial information (like the fact that a browser visited a page directed to people who are considering using the Service(s)) with advertising platforms and advertising networks. To opt out of “sharing” of the personal information collected through cookies and other technologies for targeted advertising, scroll to the bottom of the page and click “Do not sell or share my information”, then toggle off and click to confirm your choices.
Please note that we also respond to and abide by opt-out preference signals sent through the Global Privacy Control. Any opt out preferences you have exercised through these methods will only apply to the specific device/browser on which you made them. For more information on how to use the Global Privacy Control, see www.globalprivacycontrol.org.We do not knowingly “sell” or “share” the personal information of children under 16. We will only “sell” or “share” such personal information if we receive express consent to do so from those aged 13 to 16 years of age.
Sensitive Personal Information. The CCPA also allows you to limit the use or disclosure of your “sensitive personal information” (as defined in the CCPA) if your sensitive personal information is used for certain purposes. Please note that we do not use or disclose sensitive personal information other than for purposes for which you cannot opt out under the CCPA.
Data Retention. Please see Section 9 above.
California “Shine the Light” Disclosure. The California “Shine the Light” law gives residents of California the right under certain circumstances to opt out of the disclosure of certain categories of personal information (as defined in the Shine the Light law) with third parties for their direct marketing purposes. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided below.
To make a complaint about a privacy-related matter or if you have any questions about this Privacy Policy or the Service, please contact us at support@truelinkfinancial.com or by phone at 1-855-244-1209. We will review all complaints and determine whether the matter needs further investigation. In the event an investigation is conducted concerning your personal information, we will notify you of the outcome of the investigation.
True Link may modify or update this Privacy Policy from time to time to reflect changes in our business and practices, and so you should review this page periodically (https://www.truelinkfinancial.com/privacy-policy). If we make changes to this Privacy Policy, we will revise the “Last Updated” date at the top of this policy. If we make a material change to this Privacy Policy, we will notify you as required by law. Your continued use of the Service following any changes signifies your acceptance of our Privacy Policy as modified.