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 your phone number to UDirect IRA Services, LLC, you agree and acknowledge that UDirect IRA Services, LLC, may send text messages to your wireless phone number for IRA account notifications, IRA account notifications and scheduled meeting reminders. Mobile opt in, SMS consent or numbers for the purpose of SMS are not shared with any third parties.
If you have consented to receive text messages from UDirect IRA Services, LLC, you may receive text messages related to IRA notifications and reminders. Below is an example:
1.Good morning Jessica, This is UDirect IRA Services, LLC, we wanted to give you a courtesy reminder of our scheduled meeting today to discuss your IRA at 11 PST, please give us a call back at 1-714-831-1866 or reply to this message to reschedule.
Message and data rates may apply
Message Frequency: SMS frequency will be between 5-1000 messages daily company wide.
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. https://udirectira.com/privacy-policy/
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
