At Ripplex Community Investment Company, we are committed to protecting the privacy and security of our clients' personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your information.
Information We Collect

We collect personal and financial information about our clients from a variety of sources, including:

- Account applications and other forms that you complete
- Transactions in your account, such as purchases, sales, and dividends
- Other interactions with us, such as emails or phone calls
- Consumer reporting agencies and other third-party sources

The types of personal and financial information we may collect include:

- Name, address, and phone number
- Social Security number or other government-issued identification number
- Account balances, transaction history, and investment objectives
- Employment information and income
- Tax and financial statements

How We Use Your Information
We use the personal and financial information we collect to:
- Provide investment services to you
- Process transactions in your account
- Communicate with you about your account and our services
- Comply with legal and regulatory requirements
- We may also use your information for other purposes with your consent or as permitted by law.
How We Share Your Information We do not sell or rent your personal or financial information to third parties for marketing purposes. We may share your information with third parties in the following circumstances:
- To service your account, such as with our custodian or broker-dealer
- To comply with legal or regulatory requirements, such as responding to a subpoena or court order
- To prevent fraud or unauthorized transactions
- With your consent
We require third-party service providers to maintain the confidentiality and security of your information and to use it only for the purposes for which we disclose it to them.

Security of Your Information

We maintain physical, electronic, and procedural safeguards to protect your personal and financial information. We restrict access to your information to employees who need to know it to provide services to you.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website or by other means of communication.

Contact Us

If you have any questions or concerns about our Privacy Policy or our handling of your personal and financial information, please contact us at support@ripplexcommunity.org