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Privacy Policy

The protection of your privacy is vital to Sync Financial, LLC ("Sync Financial"). By sharing our Privacy Policy, we trust that our customers will better understand how we keep client information private and secure while using it to provide our services.

We may disclose and transfer any information that is provided to us through this Web site to: (1) any of Sync Financial's affiliates, agents or information providers; (2) to any other person or entity with your consent; or if we have a right or duty to disclose or are permitted or compelled to so disclose such information by law. We may also transmit, transfer or process such information to, or through, any country in the world, as we deem necessary or appropriate.

We protect client information.

We take our responsibility to protect the privacy and confidentiality of any customer information very seriously. We maintain physical, electronic and procedural safeguards that comply with applicable legal standards to store and secure client information from unauthorized access and use, alteration and destruction. Our own policies and procedures have been developed to protect the confidentiality of customer information and to help achieve compliance with relevant rules and regulations. We hold our employees accountable for complying with those policies, procedures, rules and regulations.

We endeavor to collect, use and maintain customer information only for appropriate purposes.

We limit the collection, use and retention of customer information to what we reasonably believe will help us deliver superior service, to administer our business, manage our risks and market our services, and to meet applicable laws and regulations.

We may share client information with affiliates and with others when we believe it will enhance the services we can provide to customers or for legal and routine business reasons.
  • We may share customer information among our affiliates and business units when we believe it will enhance the services we can provide to customers, but only in circumstances where such sharing conforms to law, any applicable confidentiality agreements, our policies and practices, or where a client has consented to such sharing.
  • We may disclose information we have about customers as permitted by law. For example, we may share information with regulatory authorities and law enforcement officials who have jurisdiction over us or if we are required to do so by applicable law and to provide information to protect against fraud.
  • From time to time, we may enter into agreements with other companies to provide services to us or make services available to customers. Under these agreements, the companies may receive information about customers, but they must safeguard this information and they may only use it for those purposes that we specify.
We provide clients with relevant and appropriate choices regarding the sharing of information with our affiliates and others.

We will give clients choices regarding the sharing of information with affiliates and third parties in accordance with applicable law and their agreements with us.

Online Security Tips

While Sync Financial is committed to ensure the highest standard of security on our systems, you as the end-user also play an important role to ensure that you are adequately protected when you use the Internet. The following security best practices are recommended:

  • Install anti-virus, anti-spyware and other internet security software on your PC. Use it regularly and keep it up-to-date.
  • Take advantage of your PC's security features. Make sure your browser uses the strongest encryption available and be aware of the encryption levels of the sites and applications you use.
  • Regularly update your PC's operating system and web browser software with the vendor's software patches and updates to protect your PC against known vulnerabilities.
  • Do what you can to prevent unauthorized people from using your PC.
  • Change your passwords often. Be sure to choose passwords that are hard for others to guess.
  • If you notice suspicious activity in your accounts, report it immediately to the appropriate parties.
  • Do not download or open any attachments sent to you by unsolicited email. Once opened, these programs may contain malicious programs that can compromise your PC's security.
  • Be on the alert for phishing scams. Access web sites by typing the web addresses directly into your web browser or by using web addresses you have bookmarked, instead of via embedded links in unsolicited emails.

If you feel you may have received a fraudulent email appearing to come from Sync Financial, please contact your account representative, or email us at support@syncfinancial.com.