In order to enhance our ability to provide you with the best service possible, Meeder Investment Management, Inc. and its affiliates, including Meeder Asset Management, Inc., Meeder Advisory Services, Inc., Meeder Public Funds, Inc., Adviser Dealer Services, Inc., and Mutual Funds Service Company (referred to as “Meeder”, “we” or “us”) collect, use, and share certain information about you. This policy explains what information we collect and with whom we share it. The practices described in this policy are applicable to all consumers, including current and former customers, who do business with us. The policy also explains how we protect the security and confidentiality of our customer information.
A. INFORMATION WE COLLECT AND SOURCES OF INFORMATION
We may collect information about Meeder customers to help service and manage your account and to assist in offering services and products you may find valuable. We collect this information from a variety of sources, including:
Information we receive from you on account application and other forms (e.g., your name, address, date of birth, social security number, and investment information);
Information about your transactions and experiences with us (e.g., your account balance, transaction history, and investment selections); and
Information we obtain from third parties regarding their brokerage, investment advisory, custodial, or other relationship with you (e.g., your account number, account balance, and transaction history).
B. INFORMATION WE SHARE WITH SERVICE PROVIDERS
We may disclose all of the information we collect, as described in paragraph A, to companies (including affiliates) that perform services on our behalf, including those that assist us in responding to inquiries, processing transactions, preparing and mailing account statements, and other forms of customer servicing.
C. INFORMATION WE SHARE WITH AFFILIATES
Our affiliates are financial service providers that offer transfer agency, customer accounting, administrative, customer servicing, investment advisory, brokerage, and other financial services. In addition to the information we share with affiliates that provide services to us, we may share information described in paragraph A among affiliates to better assist you in achieving your financial goals.
D. INFORMATION WE SHARE WITH NONAFFILIATED THIRD PARTIES
We do not disclose any nonpublic personal information about our customers or former customers to nonaffiliated third parties, except as described in paragraph B above and as required or permitted by law.
E. SECURITY AND CONFIDENTIALITY OF YOUR INFORMATION
We maintain policies, and require all nonaffiliated third parties to maintain policies, to safeguard customer information. We restrict access to nonpublic personal information about you to those employees (or people working on our behalf and under confidentiality agreements) who need to know that information in order to provide products and services to you. We also maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
F. CHANGES TO THIS POLICY
We may amend this policy at any time, and we will notify you of changes to its terms and conditions. In addition, we will provide customers a copy of this policy annually.