Personal information is identifiable information such as your name, address, email address, phone number or social security number and other information that is not otherwise publicly available.
JULY collects relevant client information that is allowed or required by law for conducting our business. Personal information we receive from you on account applications or other forms is used strictly to administer your accounts and to provide you with the best possible service.
JULY may share information for conducting regular course of business that may include the plan custodian, investment companies or other third parties of JULY. Your information may also be shared among JULY employees in order to provide needed services. JULY may use your information in marketing its own products and services; however, JULY will not share or sell your information for the purposes of marketing or mailing lists to other companies.
All JULY employees are instructed to use strict standards of care and sound judgment regarding your confidential information, as outlined by company policies. Employees who do not adhere to said policies will be subject to strict disciplinary action. We maintain physical, electronic and procedural safeguards that comply with applicable laws, in order to protect your personal information. Each year these security controls are independently audited according to the SOC 1 standards to ensure their effectiveness.
JULY understands that keeping your information secure online is important to you, and we are committed to keeping your personal information secure and private.
In order to help you reduce the risk of becoming a victim of an email scam, it is important for you to understand what JULY may request via email. We may email you about new site features or important updates. However, we will never send you an email asking you to update or verify sensitive information, including your account number(s), Social Security Number, PIN number, password, etc. If you receive an email asking you for sensitive JULY information:
Call us toll-free at (888) 333-5859, Option 1, or send us an email.