This privacy notice is provided by The Sandbox Companies, Inc. (“Sandbox”, “we”, “us”, or “our”) and is intended to provide the users of our services (“Covered Services”) legally required disclosures under financial laws like the Gramm-Leach-Bliley Act, as and to the extent applicable to the Covered Services (“Applicable Laws”), together with information about what non-public personal information we collect, how we collect it, why we collect it, and when we can share it, when you use any of our Covered Services.
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all, sharing.
We work with a number of third-party banking and lending service providers (e.g., your bank or credit card companies) that use and offer our Covered Services to you in connection with their own services they may offer you. In order to use our Covered Services, we need to collect certain information that is voluntarily provided by you. Because these Covered Services may be considered to be “significantly engaged” with financial activity performed by third-party banking and lending service providers with whom you have a relationship, Applicable Laws also require us to tell you how we collect, share, and protect your personal information.
Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the Covered Services involved. This information can include:
Social Security number and income
Account balances and account transactions
Checking account information and assets
Transaction information
In the section below, we list the reasons financial companies can share their consumers' personal information; the reasons Sandbox chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information:
Does Sandbox Share | Can You Limit This Sharing | |
|---|---|---|
For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
For our marketing purposes — to offer our products and services to you | Yes | No |
For joint marketing with other financial companies | Yes | No |
For our affiliates’ everyday business purposes — information about your transactions and experiences | No | No |
For our affiliates’ everyday business purposes — information about your creditworthiness | No | We Don't Share |
For our affiliates to market to you | No | We Don't Share |
For our nonaffiliates to market to you | No | We Don't Share |
Email us at info@sandboxwealth.com.
The Sandbox Companies, Inc.
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards, organizational controls to limit whom can access data, and physical safeguards related to files and buildings.
We collect your personal information, for example, when you:
Open an account
Request we process information to use our services (example facilitate transfers, payments or deposit solutions via third parties, run a query about your investment or retirement portfolio)
Give us your contact information
We also collect your personal information from other companies.
Federal law gives you the right to limit only:
sharing for affiliates' everyday business purposes
information about your creditworthiness
affiliates from using your information to market to you
sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See "Other Important Information" section below.
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies.
Sandbox has no affiliates.
Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Sandbox does not share with nonaffiliates so they can market their products to you.
Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Our joint marketing partners may include banks, lenders and other financial companies.
You may have other privacy protections under applicable state laws. To the extent these state laws apply, we will comply with them when we share information about you.
In accordance with California law, we will not share information we collect about you with companies outside of our corporate family, except as permitted by law, including, for example, with your consent or to service your account. We will limit sharing among our companies to the extent required by California law.
In accordance with Vermont law, we will not share information we collect about you with companies outside of our corporate family, except as permitted by law, including, for example with your consent or to service your account. We will not share information about your creditworthiness within our corporate family except with your authorization or consent, but we may share information about our transactions or experiences with you within our corporate family without your consent.
