Privacy Policy
Last updated July 28, 2026
Custom Wealth Management (“we,” “us,” or “our”) provides a secure client portal and mobile application through which our clients can view their accounts, documents, and financial information. This policy explains what information we collect, how we use it, and the choices you have. It applies to our website, client portal, and mobile applications (together, the “Services”).
Information We Collect
- Account information you or your advisor provide, such as your name, contact details, and the financial accounts we service for you.
- Financial information associated with the accounts we manage or report on, including balances, holdings, transactions, and performance.
- Authentication information used to sign you in and keep your session secure.
- Usage information such as basic device and log data needed to operate and secure the Services.
How We Use Information
We use your information to provide the Services — to display your accounts and documents, deliver advisory and reporting services, communicate with you, secure your account, and meet our legal and regulatory obligations as a financial services firm. We do not sell your personal information, and we do not use it for third-party advertising or cross-app tracking.
How We Share Information
We share information only as needed to provide the Services and as permitted by law — for example, with the account custodians and service providers who help us operate the platform (such as our custodian and technology providers), and with regulators or other parties when required by law. Service providers are bound to use your information only to perform services for us.
How We Protect Information
We use administrative, technical, and physical safeguards designed to protect your information, including encryption in transit, access controls, and secure authentication. On mobile devices, your login session is stored using the device’s secure keychain. No method of transmission or storage is completely secure, but we work to protect your information consistent with industry standards and applicable law.
Data Retention
We retain your information for as long as your account is active and as required to meet our legal, regulatory, and recordkeeping obligations.
Your Choices
You may request access to or correction of your information, and you may contact us with any privacy questions using the details below. Certain records must be retained to comply with financial-industry regulations.
Children’s Privacy
The Services are intended for our clients and are not directed to children under 13. We do not knowingly collect information from children.
Changes to This Policy
We may update this policy from time to time. Material changes will be reflected by the “Last updated” date above.
Contact Us
If you have questions about this policy or your information, contact us at compliance@custom-wm.com.