MyRollCall, LLC

Privacy Policy
Version 1.1, Effective September 1, 2016

Your Privacy Matters

This MyRollCall, LLC Privacy Policy (“Privacy Policy” or “Policy”) sets forth how personal information is collected and used that is provided on the Internet website located at www.MyRollCall.com (the “Site”) and in the associated mobile application that resides on your mobile device known as “MyRollCall Mobile App” (the “Application”) as operated and maintained by MyRollCall, LLC (“MyRollCall”). By using the Site or Application, you agree to be bound by the terms and conditions of this Privacy Policy, as they may be amended from time to time in the future (see “Changes to this Privacy Policy,” below). Any capitalized terms not otherwise defined herein shall have the meanings assigned to them in the MyRollCall, LLC Terms and Conditions.

Introduction

MyRollCall operates an interactive platform that allows you to obtain various investment advisory services (collectively, the “Services”). Our Services allow you to: participate by opening an account (“Account”) that we will manage at your direction in accordance with the MyRollCall Employer Sponsored Retirement Savings Plan Program (the “Program”); provide information about your financial situation and risk preferences; and, based on the information that you provide, to select a portfolio within the Program.

Our Service is made available through the Site and Application. MyRollCall is committed to maintaining the confidentiality, integrity, and security of any Personal Information (defined below) about our users. This Privacy Policy explains how we protect Personal Information provided through our Site and Application and how we use that information in connection with our Service, subject to the state and federal laws of the United States.

In this Policy we use the term “Personal Information” to describe information that can be associated with an individual and can be used to identify that individual. We do not consider Personal Information to include information that has been anonymized or aggregated so that it does not identify an individual. You represent that if you give us Personal Information on behalf of someone else, the person providing the Personal Information to you gave you consent to provide their individual information to MyRollCall. If someone else gives us Personal Information on your behalf, you represent that you gave that person consent to provide your Personal Information to MyRollCall.

The Privacy Policy applies when you:

  • Agree to the MyRollCall, LLC Terms and Conditions;
  • Visit or utilize a website on which this Policy is posted;
  • Download any MyRollCall Mobile App to your mobile device;
  • Create a MyRollCall Account through the Site or Application, or any other account for a MyRollCall Service; or
  • Interact with MyRollCall’s off-line, online, or mobile Services (defined below).

MyRollCall stresses its privacy and security standards to guard against identity theft and provide security for your Personal Information. We regularly re-evaluate our privacy and security policies and adapt them as necessary to deal with new challenges.

Terms and Conditions

By entering into this Privacy Policy, you represent that you have read, understood and accepted MyRollCall’s Terms and Conditions, which are available at Terms and Conditions.

Personal Information We Collect

We collect information from you, including Personal Information, when you voluntarily provide information to us. Examples of instances when we collect Personal Information from you include when you register to open an Account, answer questions on our Site or in our Application to determine what kind of portfolio we might recommend to you, complete a survey or otherwise provide feedback regarding the Services, and contact us with questions.

We collect the following Personal Information from you:

  • Contact Information such as name, email address, mailing address, and phone number;
  • Billing Information such as debit or credit card number and billing address;
  • Bank account information; and
  • Other information that may be required under Federal and certain state laws.

We also collect the following information from you:

  • Your user preferences, product and Service interests, communication choices, and other user profile information, including feedback and user-generated data; and
  • Interest in and use of advertising, marketing, and offers in conjunction with use of the Service.

When you use our Service, we automatically record information such as browsing activity and data displayed or clicked on (such as UI elements, ads, and links) and collect other information such as the type of device you use, browser type, operating system version, IP address, data and time of access, and device identifier (or “UDID”). We do not otherwise collect your location-based information.

We may also choose to offer you the option to log into the Application using Touch ID, pursuant to the Touch ID provisions contained in the Terms and Conditions.

How We Use Your Information

MyRollCall stores, processes, and maintains data related to you in order to provide support, offer new products and services, and provide our Service to you in accordance with the rules of regulatory bodies. You may choose not to provide such information to us, but if you choose not to provide such information, you will not be able to participate in the Program.

MyRollCall uses and discloses your Personal Information only as follows:

  • To analyze site usage and improve the Service;
  • To deliver to you any administrative notices and communications relevant to your use of the Service;
  • To fulfill your requests for certain products and services;

For market research, project planning, troubleshooting problems, and detecting and protecting against error, fraud or other criminal activity;

  • To third-party contractors that provide services to MyRollCall and are bound by these same privacy restrictions;
  • To enforce MyRollCall’s Terms and Conditions; and
  • As otherwise set forth in this Privacy Policy.

MyRollCall may use your Personal Information to communicate with you regarding the Service or to email you about services that we believe may be of interest to you. If you decide at any time that you no longer wish to receive marketing emails from us, please follow the “unsubscribe” instructions provided in the emails. Please note that you cannot opt out of administrative emails such as regulatory, billing, or service notifications.

You also authorize MyRollCall to use information about you that is publicly available or available directly or indirectly from credit reporting agencies in verifying your identity, performing background checks, investigating suspicious activity, or for any other purpose for so long as your Account is open or any amount is owed to MyRollCall. You authorize MyRollCall to obtain consumer credit and other reports from any consumer reporting agency or provider of publicly available background to gather information necessary in the sole discretion of MyRollCall.

How We Share Your Information

We will not sell, rent, or trade your Personal Information to any third parties. We will not otherwise disclose your Personal Information to unaffiliated third parties except as provided for in this Privacy Policy or as required by law, such as to comply with a subpoena, or similar legal process and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.

There are certain circumstances, outlined below, in which we may share your Personal Information without further disclosure to you. From time-to-time, we hire other companies to perform certain business and technology related functions (e.g., database maintenance and payment processing). In the case we hire another company to perform a function of this kind, we only provide them with the minimum information they need to perform their specific function. MyRollCall maintains physical, electronic, and procedural safeguards that comply with applicable federal laws, rules, and regulations to guard your Personal Information.

MyRollCall may also share your Personal Information with the named school, charity or other entity that is affiliated with the organizer of any event you register for through the Site or Application.

In the event that you access the Service as brought to you by one of our co-brand partners, through a co-branded URL, your email address used for registration on the Service may be provided to that co-brand partner.

If MyRollCall is involved in a merger, acquisition, or sale of all or a portion of its assets, you will be notified via email and/or a prominent notice on our Site of any change in ownership or uses of your Personal Information, as well as any choices you may have regarding your Personal Information.

User Access and Choice

If the Personal Information on file for you changes, or if you no longer desire our Service, you may correct, update, amend, delete/remove, or deactivate it by emailing Customer Support at info@myrollcall.com.

We will retain your Personal Information for as long as your account is active or as needed to provide you Services. We will continue to retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

You may decline to provide Personal Information to MyRollCall. Declining to provide Personal Information may, however, disqualify you for Services and Site and Application features that require certain Personal Information.

Cookies / Tracking Technologies

A cookie is a small text file that is stored on a user’s computer for record-keeping purposes. We use cookies on the Site, but we do not link the information we store in cookies to any Personal Information you submit while on our Site.

We use both session ID cookies and persistent cookies. A session ID cookie expires when you close your browser. A persistent cookie remains on your hard drive for an extended period of time. You can remove persistent cookies by following directions provided in your Internet browser’s “help” directory. If you reject cookies, you may still use our site, but your ability to use some areas of our site, such as contests or surveys, will be limited.

The use of cookies by our partners, affiliates, tracking utility company, service providers is not covered by our Privacy Policy. We do not have access or control over these cookies. Our partners, affiliates, tracking utility or analytics company, and third party service providers may use session ID cookies to make it easier for you to navigate our Site.

We do not respond to web browser “do not track” signals at this time. We await the result of work by the policy community and industry to determine when such a response is appropriate and what form it should take.

We employ a software technology called clear gifs (a.k.a. Web Beacons/Web Bugs), that help us better manage content on our site by informing us what content is effective. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of Web users. In contrast to cookies, which are stored on a user’s computer hard drive, clear gifs are embedded invisibly on Web pages and are about the size of the period at the end of this sentence. We do not tie the information gathered by clear gifs to our customers’ Personal Information. We may also use third-party tracking technology, such as Google Analytics, to record similar information regarding you and your activity on the Site.

Security

The security of your Personal Information is important to us. You acknowledge that, to the extent described in this Privacy Policy, MyRollCall uses authentication and encryption to protect the Websites, the Application, and your information. When you enter sensitive information, such as a credit card number or financial information, on our forms, we encrypt the transmission of that information using transport layer security (TLS).

We follow generally accepted standards to protect the Personal Information submitted to us, both during transmission and once we receive it. No Internet, email, or electronic operating system that enables the transmission of data is ever fully secure or error free, however, so please take special care in deciding what information you send to us in this manner. We do not warrant or guarantee secure access to the Site or Application.

Other Important Information

Social Media and Links to Other Web Sites and Apps: “Third Parties”

This Privacy Policy applies only to MyRollCall and MyRollCall operated services and applications. This Site may contain links that access other web sites and apps that are not operated or controlled by MyRollCall or MyRollCall. The policies described herein do not apply to third-party websites or applications.

Minors

MyRollCall is not intended to be used by anyone under the age of 13 and, as such, does not knowingly collect Personal Information from anyone under the age of 13. If you are under the age of 13, please do not submit any Personal Information to MyRollCall or use the Service. If a parent or guardian becomes aware that his or her child under the age of 13 has provided us with Personal Information without his or her consent, he or she should contact us at info@myrollcall.com and we will delete such information from our files.

Changes to this Privacy Policy

We may update this Privacy Policy to reflect changes to our information practices. If we make any material changes we will notify you by email or by means of a notice on this Site prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.

Contact Us

If you have any questions about our Privacy Policy, please contact us at the information below.

MyRollCall
3508 Far West Blvd., Suite 100
Austin, TX 78731