900 State Street,
What information is collected?Evident Financial collects various types of information when you visit our website or mobile app, sign-up as a client, or otherwise engage with Evident Financial. When you choose to create an account with Evident Financial, we will collect certain personal information, including your name, email address, home address, date of birth, social security number and information about financial status. We are required by law to collect this information to provide you with financial services. If you do not wish to provide this information, you cannot become an Evident Financial client.
We may also collect personal information if you contact us or otherwise give it to us - for example, in an email, text message, or phone call with a member of our client services team.
How is your information used and shared?We use your personal information to provide customer support and to maintain your account in accordance with applicable laws. In addition, we may use your personal information to send you publications, resources, marketing materials, and other information that you may request. In order to provide services to you, we may share your personal information with third parties who perform services on our behalf. Examples of these third parties and services include customer relationship management firms, public accounting and legal firms, and other vendors and service providers who perform other services on our behalf. We have entered into agreements that require that these third parties keep your information secure and confidential. We may also disclose personal information required by the government, law, court order or regulation to do so.