Gramm-Leach-Bliley Privacy Notice
Rev.: June 2026
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
When you are no longer our customer, we continue to share your information as described in this notice.
- Social Security number and assets
- Bank account information and other financial information
- Investments, income, expenses, assets, liabilities, financial goals, investing risk tolerance or other similar types of information
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons NerdWallet Wealth Partners chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does NerdWallet Wealth Partners share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes— to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We do not share |
| For our affiliates’ everyday business purposes— information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposes— information about your creditworthiness | No | We do not share |
| For our affiliates to market to you | No | We do not share |
| For nonaffiliates to market to you | No | We do not share |
To Limit Our Sharing
Email us at privacy@nerdwallet.com to update your privacy choices or visit our Privacy Preferences page via our Privacy Notice.
Please Note:If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. If you’re an existing customer and have opted out previously, you don’t need to update your privacy choices again. When you are no longer our customer, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
However, you can contact us at any time to limit our sharing.
Who We Are
Who is providing this notice?
This notice is provided by NerdWallet Wealth Partners, LLC.What We Do
How does NerdWallet Wealth Partners protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.How does NerdWallet Wealth Partners collect my personal information?
We collect your personal information, for example, when you- open an account
- give us your contact information
- enter into an investment advisory contract
- seek advice about your investments
- tell us about your investment and retirement portfolio
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.- Our affiliates include NerdWallet Compare, Inc., NerdWallet Insurance Services, Inc., Fundera Inc., Next Door Lending, LLC d/b/a NerdWallet Mortgage Experts d/b/a NerdWallet Home, NerdWallet Advisors, LLC, College Finance Company LLC, and any financial companies with the NerdWallet name.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.- NerdWallet Wealth Partners does not share with nonaffiliates so they can market to you.
Joint marketing
A formal agreement between non affiliated financial companies that together market financial products or services to you.- NerdWallet Wealth Partners doesn’t jointly market.
Other Important Information
For California residents: We will not share information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example, with your consent or to service your account. We will limit sharing with our affiliates to the extent required by California law.
For Vermont residents: We will not share information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example, with your consent or to service your account. We will not share information about your creditworthiness with our affiliates, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
State laws may also provide you with specific privacy protections. We will comply with applicable state laws with respect to our use of your information.