Envestnet Portfolio Solutions, Inc.

Envestnet is a financial services firm with a comprehensive privacy program designed to protect personal information ethically and in compliance with laws and client expectations. The firm collects personal information from clients, financial advisors, institutions, and third-party data providers for the purpose of servicing financial accounts, providing financial planning resources, and enhancing financial wellness. Personal information collected includes identifiers, customer records, classification characteristics, commercial information, internet activity, geolocation data, sensory data, and inferences from personal information. Envestnet does not sell personal information but may share it with corporate affiliates, service providers, financial services companies, and other third parties for business purposes. The firm implements measures to protect collected personal information and retains it for statutorily required periods or as necessary for business purposes. Clients have rights to request access, deletion, and portability of their personal information. Envestnet uses technologies like cookies and pixel tags for tracking and identification purposes, with options for users to opt out. The privacy policy is periodically reviewed and subject to updates, with the current version effective from December 2, 2024.