What is H&R Block Financial Advisors' privacy policy?
H&R Block Financial Advisors' privacy policy is available on the Internet, at www.hrblock.com. For your convenience, we are reproducing here the policy in effect at the time of this software release:
H&R Block Financial Advisors, Inc., is one of the H&R Block family of companies, which is dedicated to being your tax and financial partner. As such, we understand the importance of safeguarding your personal information.
How We Protect Your Personal Information
We restrict access to information about you to those employees who need to know the information to provide products or services to you. We maintain physical, electronic and procedural safeguards to protect your personal information.
How You Can Help Protect Your Personal Information
You should not share your account information or passwords with others. We encourage you to notify us promptly if you suspect the confidentiality of your personal information has been compromised or if you believe your personal information needs to be corrected or updated.
Our Privacy Policy recognizes the trust you have placed in us. We are committed to preserving that trust and we will work hard to safeguard the confidentiality of your personal information. Of course, we reserve the right to modify this policy to reflect any changes or enhancements that we make to those protections. If we do make modifications, we will let you know promptly.
How and Why We Collect Personal Information
You provide personal information to us so that we may help you try to meet your financial goals. Such information allows us to process your requests and transactions, keep you apprised of products and services that may be of interest to you and enhance customer service by better understanding your needs. This information may include:
Information you provide to us on applications or other forms (such as name, address, social security number, assets and income);
Information about your transactions with us, our affiliates or others;
Information collected from your browser when you visit our Web sites and your browser interacts with them; and/or
Information we receive from consumer reporting agencies.
Sharing Information Within the H&R Block Family of Companies
In an effort to better serve your financial needs and to inform you about the products and services H&R Block offers, we may share personal information, such as the information described above, within our family of affiliated companies. (Our affiliates are companies that are controlled or owned by us or companies controlling or under common control with our parent company). For example, H&R Block Tax Services, Inc. offers a complete menu of tax services, while H&R Block Mortgage Corporation offers a full range of home mortgage products and services.
The Fair Credit Reporting Act allows you the opportunity to limit the sharing of "non-experience" information within the H&R Block family. Such information includes information that is used, expected to be used, or collected for the purpose of establishing your eligibility for consumer credit (e.g., margin privileges), insurance, and related products and services, and is not related solely to your transactions or other communications with us. If you would prefer that we not share non-experience information within the H&R Block family of companies, you may direct us not to share this information. Go to www.hrblock.com/privacy for more information. This Privacy Policy and our practices are subject to change. As significant changes occur, we will update this policy, and we will let you know about them.
Sharing Information Outside the H&R Block Family of Companies
To facilitate our provision of financial products and services to you, we may retain nonaffiliated third-party service providers to perform certain functions on our behalf, or we may enter into joint marketing arrangements with nonaffiliated third parties. Such third party service providers and joint marketers may include financial companies and non-financial companies.
We may share your personal information as described above with such service providers or joint marketers. Such disclosures shall be subject to an appropriate, contractual confidentiality pledge, and solely for the purpose and only to the extent necessary to carry out the contractual purposes, or as otherwise permitted or required by law. We may also share your personal information as described above with certain other nonaffiliated third parties as permitted or required by law (such as in the ordinary course of business to process the transaction you have requested, due to operation of law, or pursuant to a government or regulatory requirement).