NerdWallet Wealth Partners Privacy Policy

Last Updated: June 17, 2026

Introduction and Overview

At NerdWallet Wealth Partners, LLC (“NerdWallet Wealth Partners,” “we,” “our,” “us”), our mission is to provide you with clarity for all of your life’s financial decisions. We do so by empowering you with financial information and guidance you can trust and by providing you with tools to help you make the best decisions for your financial needs.

When you use our websites and applications and input your Personal Information, we have an obligation to provide you with clarity regarding how your data is accessed and used by NerdWallet Wealth Partners, its affiliates, vendors, partners and other third-party entities.

To that end, this Privacy Policy describes the information we collect about you, how we collect it, how we use your information, whom we disclose your information to, and the steps we take to protect your information.

What This Privacy Policy Covers

This Privacy Policy describes our privacy practices related to your access and use of NerdWallet Wealth Partners Services. When we say “NerdWallet Wealth Partners Services” or “Services,” this means the products and services that are made available and directly provided by NerdWallet Wealth Partners, its advisors, vendors, partners and other related third-party entities. Some of these services may include, but are not limited to, retirement planning, strategic tax planning, insurance planning or estate planning, budgeting or cash flow management services.

Please note NerdWallet Wealth Partners is a financial institution and most of our data collection, use, and sharing practices are governed by the federal Gramm-Leach-Bliley Act. You can review our Gramm-Leach-Bliley Privacy Notice for a summary of privacy options related to most of NerdWallet Wealth Partner’s Services. By using and accessing the Services, you are consenting to receive notices about your financial privacy electronically.

We encourage you to read the entire Privacy Policy. By using the NerdWallet Wealth Partners Services, you acknowledge that you have read and agree to the Privacy Policy. Your use of the NerdWallet Wealth Partners Services is subject to the NerdWallet Terms of Use (collectively, the “Terms”). We use the same terms here as in Terms. We will let you know in this Privacy Policy if we have a new or different definition of a term.

Information We Collect

When we say, “Personal Information,” we use this as a general term to mean information that can be any information about an individual from which that person can be reasonably identified.

Information we collect directly from you

We may collect Personal Information directly from you when you use the NerdWallet Wealth Partners Services—for example, when you receive retirement planning, strategic tax planning, insurance planning or estate planning, budgeting or cash flow management services.

Here are the types of Personal Information we may collect:

Contact information. Information you provide when you engage with or set up an account to receive NerdWallet Wealth Partners Services, including your name, title and honorifics, email address, mailing address, phone number, date of birth, username and password.
Identity information. Information to verify your identity including your name, date of birth, social security number, driver’s license number or other government issued identification, or similar information.
Financial information. Financial information, such as your payment information (credit card information), bank account information, tax related information, investment account statements and information about your investments, income, expenses, assets, liabilities, financial goals, investing risk tolerance or other similar types of information about your job or business. We also may collect third-party financial account information, such as an ID.
Demographic information. Information including your age, gender, or other similar demographic information when such information is relevant to a particular financial product or service you have requested.
User-generated content information. When you communicate with us, either by email, phone, or other means of communication, we also may collect the content of these communications, including but not limited to recordings of phone calls where permitted by law.
Device and contact data. Depending on the permissions you grant in your device settings, we may get access to certain device-related information (e.g., device information, device identifiers).
Inferences about customer preferences and characteristics. We may infer from information provided by you, information collected directly from your browser or device, or from information obtained from third-party marketing database partners.

To the extent we request your third-party financial account ID, we do not store that information. Instead, we securely pass this information to our third-party partners when you request services that require us to confirm your identity or when you grant us access to your financial information.

In addition to the above, we may ask you to submit necessary documentation that sometimes includes highly sensitive financial data.

We recommend that you only submit essential information and avoid including unnecessary sensitive details like full social security numbers or complete account numbers, unless they are specifically required. We implement procedures to limit, redact, or minimize sensitive data before it is processed, whenever possible.

Information collected from third parties

When you use NerdWallet Wealth Partners Services, we may also obtain information about you from unaffiliated third parties, such as our business partners, referral partners or advertisers when you authorize these parties to do so. The information we collect depends on the type of third party and what you authorize them to share with us. For example, we collect Personal Information from:

Financial account linking partners. NerdWallet Wealth Partners offers financial account linking that allows us to access your third-party financial accounts. We use your account information to evaluate your eligibility for and recommend other products or services and to modify or develop our products and services to better serve you.
Identity verification partners. We work with third-party partners to help us verify your identity and supplement the Personal Information you provide to ensure the accuracy of the information. For example, the third-party partners may verify your contact information or provide additional details about your address.
Social media and content providers. If you log onto your NerdWallet Wealth Partners account through a social media site, we have access to certain information from that site, including your name, account information, profile photo. If you interact with content on our social media profiles (for example, if you “like” or share a blog or article from our website on Facebook, Instagram or other social media sites), those sites may share information about you with us depending on your privacy settings on those sites. To learn more about the privacy practices of the social media sites, please review the privacy notice of that site.
Public information. We may collect Personal Information about you from publicly available sources, such as open government databases, real property recorder records, assessor records, and social media platforms (as explained above) and others.

When we combine or associate information from other sources with your Personal Information that we collect through the NerdWallet Wealth Partners Services, we will treat the combined information in accordance with this Privacy Policy, the Terms, and applicable law.

Information automatically collected

When you interact with us, use the NerdWallet Wealth Partners Services, or open an email from NerdWallet Wealth Partners, we may automatically receive and record certain information from your computer, web browser and/or mobile device.

Here are the types of data that we automatically collect:

Usage information. We collect information about your usage of NerdWallet Wealth Partners Services, including the web pages or sites that you visit just before or just after visiting the website and applications, pages you view; your actions on the website, including the electronic path you take to, through and when exiting our websites, as well as your usage and activity on our website, such as the links and objects you view, click or otherwise interact with (also known as “Clickstream Data”).
Location information. The NerdWallet Wealth Partners Services may collect your geolocation data, including when you access our websites on a mobile device.
Device information. Information regarding the device you use when you interact with NerdWallet Wealth Partners Services, including your IP address or other device address or ID, web browser and/or device type, and hardware and software settings and configurations.

Cookies and Other Technologies

When you use or engage with the NerdWallet Wealth Partners Services, we may deploy one or more cookies and similar tracking technologies.

Cookies

Cookies are text files, containing small amounts of information, which are downloaded to your device as you browse the web or use a web-enabled app.

There are two broad categories of cookies:

First party cookies, served directly by us to your computer or mobile device when you use a web-enabled app.
Third-party cookies, which are served by a third party on our behalf. We use third-party cookies for functionality, analytics, marketing, and social media purposes.

As explained below, cookies can remain on your computer or mobile device for different periods of time:

Single-session (temporary) cookies. Temporary cookies last only as long as your web browser is open and are used for technical purposes such as enabling better navigation on our Website. Once you close your browser, the cookie disappears.
Multi-session (persistent). Persistent cookies are stored on your computer or device for longer periods and are used for purposes including session management (for example, to recognize you and recall your individual login information and preferences).

Like most companies, we generally use cookies to track the number of unique visitors and information such as the number of views a page gets, how much time a user spends on a page and other web statistics; monitor the performance of our NerdWallet Wealth Partners Services and to continually improve it; and customize and enhance your online experience.

We classify cookies in the following categories:

Non-targeting cookies. These cookies are primarily used for operational, performance/analytical, and functional purposes. Combined, these cookies assist us with providing you with services available through the NerdWallet Wealth Partners Services and to use some of the available features.
Targeting cookies. These cookies may be set through our NerdWallet Wealth Partners Services by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly Personal Information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.

How to control or delete cookies

Most browsers also allow you to adjust your cookie settings. These settings will typically be found in the “options” or “preferences” menu of your browser. In order to adjust these settings, please consult the “Help” function of your browser, or the documentation published online for your particular browser type and version. For residents of certain jurisdictions, you may be able to adjust your cookie settings by visiting our cookie preferences center.

Third-party web beacons and third-party buttons

We may implement third-party advertising or other content on the NerdWallet Wealth Partners Services that may use clear GIFs or other forms of web beacons, which allow the third-party content provider to read and write Cookies to your web browser in connection with your viewing of the third-party content on the NerdWallet Wealth Partners Services. Additionally, we may implement third-party buttons (such as Facebook “like” or “share” buttons) that may allow a third party to collect information about you through their browser Cookies, even when you do not interact with the button.

We also engage third-party partners and vendors like Google Analytics, Hotjar and others, who provide analytics and advertising services, to assist us in providing you the NerdWallet Wealth Partners Services. We allow these third parties, including unaffiliated business partners, advertising networks, analytics providers, and other advertising service providers, to automatically collect Clickstream Data and other information about your online activities on the NerdWallet Wealth Partners Services and across your browsers and devices using cookies, web beacons, mobile advertising identifiers and other technologies. We use this data for our own analytics and advertising purposes, as well as to facilitate partner relationships and your interactions with other third parties. In addition, certain of our third-party partners may use this information to display online advertisements tailored to your interests and preferences across your browsers and devices, to conduct ad campaign measurement and website analytics, to detect, prevent and report fraud, or to carry out their own business and commercial purposes.

Where information collected through web beacons, buttons, and similar technologies is collected directly by third parties, their collection and use of information is subject to that third party’s own privacy policies. Some of these third parties are members of the Network Advertising Initiative or the Digital Advertising Alliance and participate in the industry’s opt out, available at the Choices Opt-Out Page or at the NAI Opt-Out Page. Additionally, you may opt out of the use of Google Analytics Cookies here: https://tools.google.com/dlpage/gaoptout.

Due to differences between using websites and apps on mobile devices, you may need to take additional steps to opt out on both platforms. Many mobile devices allow you to opt out of interest-based advertising for mobile apps using the settings within the mobile app or your mobile device. For more information, please check your mobile device settings. You also may uninstall our app using the standard uninstall process available on your mobile device or app marketplace. Please note that your opt-out choice will apply only to the browser and device you are using when you opt out.

How We Use Your Information

Your information is an integral part of our operations, and we use it in a variety of ways in providing the NerdWallet Wealth Partners Services and in operating our business. We use your Personal Information to:

Provide you the services you request.
Enable provision of the NerdWallet Wealth Partners Services to you.
Verify your identity and administer your User Account.
Communicate with you, including customer support, security alerts, or recommend and offer financial products or services, including those offered by affiliated or unaffiliated third parties.
Communicate with you about other things we think you will be interested in, such as newsletters, surveys, contests or sweepstakes, events or announcements.
Operate, maintain and improve the NerdWallet Wealth Partners Services and create new features, products and functionality.
Understand and analyze usage trends and preferences of our users across different devices.
Enhance and protect the safety, integrity, and security of the NerdWallet Wealth Partners Services, including prevention of fraud and other unauthorized or illegal activities and information security.
Personalize, contextualize and market the NerdWallet Wealth Partners Services to you, including analyzing your financial information, generating financial insights and offering support financial services.
Enforce, investigate, and report conduct violating our Terms or other policies.
Protect or exercise our legal rights or defend against legal claims, including to enforce and carry out contracts and agreements.
Comply with applicable laws, licensing, and regulatory obligations.
With your consent. We may use your email address or other Personal Information to contact you for administrative purposes such as product reviews or customer service and/or to send you promotional materials, offers, and/or messages related to the Services and the activities of third parties we work with. Generally, you can opt out of receiving promotional communications, through links provided in the messages, or by contacting us directly at privacy@nerdwallet.com.

We may use cookies and automatically collected information, as described above, to: (a) personalize our services, such as remembering your information so that you will not have to re-enter it during your visit or the next time you visit the NerdWallet Wealth Partners Services; (b) pre-fill forms; (c) provide customized advertisements, content, and information across your devices; (d) monitor and analyze the effectiveness of NerdWallet Wealth Partners Services and third-party marketing activities; (e) monitor aggregate site usage metrics such as total number of visitors and pages viewed; and (f) track your entries, submissions, and status in any promotions or other activities.

For any other purpose disclosed by us when you provide the information or with your consent.

Use of Artificial Intelligence and Automated Tools

We may use artificial intelligence, machine learning, large language models, and other automated decision-making or generative technologies (“AI Tools”) to process your Personal Information in connection with recommending, providing and improving our Services.

We may also use your Personal Information and interaction data to train, retrain, evaluate, and improve our AI models and Services, as well as our related technologies. This may include using aggregated, anonymized, de-identified, or otherwise processed data to enhance model performance, accuracy, safety, and user experience. AI Tools may generate preliminary insights based on your information; however, such outputs do not constitute professional advice.

Where applicable, we implement administrative, technical, and physical safeguards designed to protect personal information processed through AI Tools and measures designed to minimize the use of identifiable Personal Information in model training.

AI-generated content, recommendations, responses, and feedback are provided solely for general informational and educational purposes and may contain errors or inaccurate or outdated information. These AI tools and the content they generate are not a substitute for advice from a qualified financial advisor, investment professional, accountant, attorney, or other licensed professional. If you do not agree with the processing of your personal data by our AI tools, you should not use any of our AI-enabled features.

NerdWallet Wealth Partners does not use AI Tools as automated decision-making technology to determine eligibility for financial or credit products, and our AI-generated content does not approve, deny, or otherwise make binding decisions regarding any consumer’s access to financial products or services.

How We Disclose Your Information

We disclose your information to our affiliated and unaffiliated third parties in the following circumstances depending on how you interact with NerdWallet Wealth Partners Services.

To verify your identity in connection with your use of the NerdWallet Wealth Partners Services and the operation of our business. For example, we may disclose Personal Information, such as name, email, address, date of birth, Social Security number and other identifying information, to third-party service providers to verify your identity in connection with your use of certain aspects of the NerdWallet Wealth Partners Services. We may also ask for your Social Security number, or a portion of it, to verify your identity in connection with services that enable you to see your financial information.

We may disclose automatically collected information such as IP address and Clickstream Data as well as de-identified information to third-party partners when you leave NerdWallet Wealth Partners Services (for example, from a rate table or review) to go to a third-party site to request information or apply for financial products.

With service providers. We may disclose your information to third-party service providers to support our internal and business operations. In such cases, service providers may use the information only as necessary to provide the services to us and are contractually required to keep your information confidential and secure. They are required to implement reasonable privacy and information protection controls to maintain the privacy and security of information provided to them consistent with the privacy practices outlined in this Privacy Policy. We use service providers, for example, in the following circumstances:

For website, application development, hosting, data storage, maintenance, and other services for us.
For internal marketing, delivery of emails, including promotional, marketing and transactional materials, delivery of other promotional materials, including via postal mailers, SMS and text messaging, and online and social media promotions and advertising.
For fraud prevention and security purposes.

When you choose to disclose information on publicly accessible areas. When you choose to share your own information on a publicly accessible area of the NerdWallet Wealth Partners Services, such as a public profile page or any section where you can publicly submit questions to us or our third-party partners, that information will be available to anyone who is able to access that content, including other NerdWallet Wealth Partners Services users. Additionally, questions you submit and answers provided by third parties may be posted on NerdWallet Wealth Partners Services and viewable by other users and the public.

For advertising and analytics. We may disclose de-identified and/or aggregate analytics to third-party partners about how users interact with the NerdWallet Wealth Partners Services, including usage patterns for certain programs, content, services, advertisements, promotions, and/or functionality available through the NerdWallet Wealth Partners Services.

For legal reasons. We may disclose your information if required to do so by law or in the good-faith belief that such action is necessary to comply with state and federal laws (such as copyright law), in response to a court order, judicial or other government subpoena or warrant, or to otherwise cooperate with law enforcement activity.

For mergers and acquisitions. We may take part in or be involved with a corporate business transaction, such as a merger, acquisition, joint venture, or financing or sale of company assets. We may disclose Personal Information to a third party during negotiations of, in connection with or as an asset in such a corporate business transaction. Personal Information also may be disclosed in the event of insolvency, bankruptcy, or receivership.

With your consent.If you request a product or more information about a product or offering, you consent to the disclosure of your information to third parties in order for us to carry out your request. The collection and use of your information by third parties is subject to each third party’s specific privacy policy and terms of use. NerdWallet Wealth Partners has no control over the means by which third parties further use or disclose your information.

Text Message Communication (SMS). Mobile information collected for the purpose of sending text messages will not be shared with third parties or affiliates for marketing or promotional purposes. All categories of Personal Information described in this Notice exclude text messaging originator opt-in data and consent; this information is not shared with any third parties. You may opt out of receiving text messages at any time by replying STOP.

How Long We Retain Your Personal Information

NerdWallet Wealth Partners may retain your Personal Information for as long as is necessary to carry out the purposes set out in this Privacy Policy or as otherwise required or permitted by applicable law.

When determining the retention period, we take into account various criteria, such as the nature of the use of our Services, your general relationship with us, the impact on our ability to provide you our Services if we delete your Personal Information, mandatory retention periods provided by law and the statute of limitations, and our use of your Personal Information for aggregated market research.

If you no longer want NerdWallet Wealth Partners to use your information to provide the NerdWallet Wealth Partners Services to you, you may close your account. Although your deactivated status is reflected promptly in our user databases, we may retain the information you submit for a variety of purposes, including legal compliance, backups and archiving, prevention of fraud and abuse, and analytics. Upon deactivation, you will no longer receive emails from us and links to third-party financial accounts, and services will automatically terminate. If your account is canceled because you’ve not used it in a long time, we may delete this information at any time. There may be occasions where we are unable to fully delete, anonymize, or de-identify your information due to technical, legal, regulatory compliance or other operational reasons. Where this is the case, we will take reasonable measures to securely isolate your Personal Information from any further processing until such time as we are able to delete, anonymize, or de-identify it.

How to Exercise Your Rights

Exercising your rights

Below are the types of controls and options you have to manage the privacy of your Personal Information. However, because some states provide their residents with specific rights in relation to their personal information, the scope of your rights with respect to the data we collect and process may vary depending on where you live.

Update your privacy preferences or delete your Personal Information. Regardless of your state of residency, you can update your privacy preferences or request the deletion of your Personal Information by visiting our Privacy Preferencespage. In the event you request the deletion of your Personal Information, we will honor your request by anonymizing your information subject to the applicable laws and NerdWallet Wealth Partners’ retention policies.
Cookies and other tracking technologies. You can opt out of interest-based advertising by visiting the NAI Opt-Out Page or the Choices Opt-Out Page. You can also adjust your cookie settings by visiting our Privacy Preferences tool.
If you are an international resident or you reside in California, Connecticut, Colorado, Montana, Nevada, Oregon, Texas, Utah or Virginia, please review the Supplemental Privacy Notice for more information regarding additional rights that are available to you, including opting out of tracking for targeted advertising purposes, or opting out of sales and/or sharing.

Verification

To help protect your privacy and secure your Personal Information, you may be asked to provide additional information to verify your identity and/or ownership rights prior to us exercising your data rights. If we are unable to verify your identity or ownership rights to the data, we may not be able to provide you with data rights until you are able to provide us with proper documents.

Updating your information

You may update or correct your profile information and preferences at any time by logging in and going to your account settings.

Unsubscribing and Managing Communications From Us

1. How to unsubscribe from email communications

If you do not wish to receive email offers or newsletters from us, you can opt out of receiving emails from us (except for emails related to the completion of your registration, correction of user data, change of password, and other similar communications essential to your transactions through the Services) by using the unsubscribe process at the bottom of any marketing email from us. Although your changes are reflected promptly in active user databases, we may retain all information you submit for a variety of purposes, including backups and archiving, prevention of fraud and abuse, and analytics.

2. How to unsubscribe from SMS communications

We may provide our registered NerdWallet Wealth Partners customers with SMS alerts regarding their activity on the Service. Registered customers have the ability to opt out of receiving these SMS alerts by texting the word STOP to 646-760-3048. You may also reply STOP to any message you receive from us. Upon receipt of your STOP message, we will send you an SMS message to confirm that you have been unsubscribed. At that point, you will no longer receive any further SMS messages from NerdWallet Wealth Partners. If you need any assistance, you can always text the word HELP to 646-760-3048 or reply HELP to any message you receive from us. Upon receipt of your HELP message, we will respond with STOP instructions and a link to our SMS/Text Messaging Terms.

Data Security

We use certain physical, managerial, and technical safeguards that are designed to protect the integrity and security of your information. We cannot, however, ensure or warrant the security of any information you share or store with us through the NerdWallet Wealth Partners Services, and you do so at your own risk.

Protecting your Personal Information is also your responsibility. Be mindful of keeping your password and other authentication information safe from third parties, and immediately notify us of any unauthorized use of your login credentials.

Children

NerdWallet Wealth Partners Services are intended for use by general audiences and are not targeted directly at children under 16.

Children under the age of 16 are not permitted to use the NerdWallet Wealth Partners Services, and we do not seek or knowingly collect any Personal Information about children under 16 years of age. If we become aware that we have unknowingly collected information about a child under 16 years of age, we will make commercially reasonable efforts to delete such information from our database. If you are the parent or guardian of a child under 16 years of age who has provided us with their Personal Information, you may contact us at privacy@nerdwallet.com to request that it be deleted.

Changes and Updates to This Privacy Policy

We reserve the right to make changes to this Privacy Policy at any time. Any changes will be effective immediately upon the posting of the updated Privacy Policy, or such later date as may be specified in the updated Privacy Policy. We will notify you about material changes in the way we treat your information, such as by placing a prominent notice on the NerdWallet Wealth Partners Services or by sending you an email so that you can choose whether to continue using the NerdWallet Wealth Partners Services.

Please revisit this page periodically to stay aware of any changes to this Privacy Policy. Your continued use of our websites or NerdWallet Wealth Partners Services after such amendments will be deemed your acknowledgement of these changes to the Privacy Policy. For the avoidance of doubt, disputes arising hereunder will be resolved in accordance with the Privacy Policy in effect at the time the dispute arose.

Our Contact Information

Please contact us with any questions or comments about this Privacy Policy, your Personal Information, our use and disclosure practices, or your consent choices by email at privacy@nerdwallet.com.

NerdWallet Wealth Partners LLC, 123 William Street, 21st Floor, New York, NY 10038

Supplemental Privacy Notices for U.S. Residents

We try to make it easy to make decisions and certain choices about it. Below are the types of controls you have depending on the state in which you reside. Most of our data collection, use, and sharing practices are governed by our Gramm-Leach-Bliley Privacy Notice.

Supplemental notice to residents of California, Colorado, Connecticut, Montana, Oregon, Texas, Virginia and Utah

California

This section contains disclosures required by the California Consumer Privacy Act (“CCPA”) and applies only to “Personal Information” that is subject to that law. However, if you are an eligible resident of California, the CCPA may apply to our NerdWallet Wealth Partners Services as they relate to any non-financial products featured on our site, if any. Please review our California Privacy Policy for our California privacy disclosures and information on how to exercise your CCPA rights.

Colorado, Connecticut, Montana, Oregon, Texas, Utah and Virginia

Eligible residents of Colorado, Connecticut, Montana, Oregon, Texas, Utah and Virginia also have rights with respect to the Personal Information, also known as personal data, that NerdWallet Wealth Partners collects about them. This section supplements this Privacy Policy and applies solely to eligible residents of Colorado, Connecticut, Montana, Oregon, Texas, Utah and Virginia.

Any terms not defined in this section have the same meaning as defined under applicable Colorado, Connecticut, Montana, Oregon, Texas, Utah and Virginia privacy law, including the Colorado Privacy Act, Connecticut Data Privacy Act, Montana Consumer Data Privacy Act, Oregon Consumer Privacy Act, Texas Data Privacy and Security Act, Utah Consumer Privacy Act and Virginia Consumer Data Protection Act. Subject to certain exceptions, if you are an eligible resident of one of these states, you have certain privacy rights which may include, depending on your state of residency:

Right to Know/Access. You have the right to confirm whether NerdWallet Wealth Partners processes your Personal Information and access such Personal Information. You also have the right to obtain your Personal Information in a portable, and to the extent reasonably feasible, readily usable format that you can transmit without hindrance. In addition, eligible Oregon residents have the right to receive a list of specific third parties to which NerdWallet Wealth Partners has disclosed any Personal Information.
Right to Delete. You have the right to request that NerdWallet Wealth Partners delete the Personal Information you have provided to us or that NerdWallet Wealth Partners has otherwise obtained about you.
Right to Correct. You have the right to request that NerdWallet Wealth Partners correct inaccuracies in your Personal Information, taking into account the nature of the Personal Information and the purposes of the processing of your Personal Information.
Right to Opt Out. You have the right to opt out of the processing of your Personal Information for the purposes of (i) targeted advertising, (ii) the sale of your Personal Information and (iii) profiling in furtherance of decisions, including, for eligible residents of Connecticut and Montana, solely automated decisions, that produce legal or similarly significant effects.
Right to Appeal. You have the right to appeal NerdWallet Wealth Partners’ decision with regard to your request to exercise any rights described herein.

Regardless of your state residency, you may exercise some of the rights described above by visiting our Privacy Preferences page.

You may also submit your request by: sending us an email at privacy@nerdwallet.com with the subject line “[State] Consumer Request” and the relevant right identified in the body of the email, or visiting https://support.nerdwallet.com, and submitting your request via the chatbot in the bottom right hand corner.

Additional Disclosures for Colorado Residents: NerdWallet Wealth Partners does not sell or share your Personal Information. However, we may use your Personal Information as described in the section “How We Use Your Information” of this Privacy Policy for marketing purposes.

Supplemental notice to residents of Nevada

Nevada law gives Nevada consumers the right to request that a company not sell their Personal Information for monetary consideration to certain other parties. This right applies even if their Personal Information is not currently being sold. If you are a Nevada consumer and wish to exercise this right, please send an email with the subject line “Nevada Resident Do Not Sell Request” to privacy@nerdwallet.com.