What Information Do We Collect?
We collect information from you when you register on our site, subscribe to our newsletter or fill out a form.
When registering on our site, as appropriate, you may be asked to enter your name and/or e-mail address. You may, however, visit our site anonymously.
Do We Disclose Any Information to Outside Parties?
We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.
Terms of Service for SMS Communications and Consent for SMS Communication
By providing my phone number to UDirect IRA Services, LLC, you agree and acknowledge that uDirect IRA Services, LLC, may send customer care and account notification text messages to your wireless phone number for updates related self-directed IRA and IRA services, upcoming appointment reminders, account updates, account reminders, and account notifications. No mobile opt-in or text message consent will be shared with third parties or affiliates for marketing purposes. Information obtained as part of the SMS consent process will not be shared with third parties or affiliates for marketing purposes.
If you have consented to receive customer care and account notification text messages from UDirect IRA Services, LLC, you may receive text messages related to self-directed IRA and IRA services. Below are examples:
Customer Care Example:
- Hi Jessica, this is UDirect IRA Services, LLC. This is a reminder of your upcoming appointment to discuss your interest in a Self-Directed IRA. My name is Nick, and I will call tomorrow at 11am at the phone number you provided. I look forward to speaking with you as to how we can help you with your retirement goals. Reply STOP to opt-out of SMS messaging.
Account Notification Example:
- Hi Jessica, this is UDirect IRA Services, LLC. This is an account notification as a reminder to complete the paperwork we sent last week. Please give us a call at 1-714-831-1866 if you have any questions or concerns. Reply STOP to opt-out of SMS messaging.
Standard Messaging Disclosures
Message and data rates may apply
Message Frequency: SMS frequency will be between 5-1000 messages daily company wide. Message frequency may vary depending on the type of communication.
You can opt-out at any time by texting “STOP”. Reply “START” to opt in to receive text messages again.
For assistance text “HELP” or visit our Privacy Policy and SMS terms and conditions. For more information please visit our Privacy Policy page.
Online Privacy Policy Only
This online privacy policy applies only to information collected through our website and not to information collected offline.
Contacting Us
If there are any questions regarding this privacy policy you may contact us using the information below.
8 Corporate Park #300
Irvine, CA 92606
