Privacy Policy

Note

We describe outside investments you enter in your client portal, how they are labeled and counted, and that they never affect our fees. We also describe how long we keep documents you upload through your client portal, including files kept in an archive for at least seven years. We also describe real estate, other income and credit reports you can add in your client portal, how a property's value may be estimated, and that we treat credit history and health information a disability benefit can reveal as sensitive.