Orion Advisor Solutions privacy & data

Certain Orion affiliates may collect, process and retain the data of residents of the EEA, Switzerland, or the UK in order to provide Services to its customers.

We collect name; user-defined alias or username; postal address; unique personal identifier; e-mail address; account name; username/password; Social Security number; driver’s license number; passport number; telephone number; signature; or other similar identifiers.

custodial or bank account number; tax returns; trust information; transactional information; account authentication details; investment information; financial goals; assets; income information

We collect information regarding your age, citizenship, marital status, or sex/gender information.

We collect information regarding your current job history, and information about your business or profession.

the internet protocol (“IP”) address of the device you are using to access the Services, computer browser type, device manufacturer, operating system, domain name

the pages you view, links you click or hover over, selections you make on websites, features you use, preferences you set

We collect information reflecting personal preferences.

We collect audio or video information when you communicate with us via telephone or videoconference.

(i) to provide the Services ;

(iv) to process transactions;

(ii) to improve our Services;

(vi) to notify you about our Services that may be of interest to you;

(ix) for employment and recruiting (including conducting background checks and employment eligibility verification

We retain Personal Information for as long as reasonably necessary for the purposes for which it was collected and the specific business purpose outlined in this Privacy Policy.

In some circumstances, we may store Personal Information for longer periods of time as necessary to comply with regulatory, tax, accounting, or legal requirements.

Our Services are based, controlled, operated, and administered by us in the United States, where Orion’s servers are located.

transferring Personal Information pursuant to agreements that incorporate standard contractual clauses approved by applicable data protection authorities

To exercise your rights regarding your Personal Information, or if you have any questions or complaints regarding this Privacy Policy, please e-mail us at privacy@orion.com or submit your question or complaint at https://orion.com/privacy-inquiry/ .

The right to know . You may request the following information about how we have collected and used your Personal Information during the past 12 months

The right to deletion . You have the right to request that we delete the Personal Information that we have collected or maintain about you.

The right to correct . You have the right to request that we correct any inaccurate information that we maintain about you.

The right to limit the use and disclosure of sensitive personal information .

The right to portability . You have the right to obtain a copy of the Personal Information that you have provided to us in a portable, secure, and readily-usable format.

The right to opt-out . You have the right to opt out of targeted advertising, sale, or profiling

The right to appeal . If we deny your rights request, you may have the right to appeal our decision under applicable state data privacy law.

Orion does not “sell” Personal Information, as that term is defined in the CCPA; however, we may “share” certain Personal Information with our partners to provide you with personalized content or targeted advertisements