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 page carefully to understand what we do.
The types of personal information we collect and share depends on the product or service you have with us. This information can include:
Social Security number and contact information
Income, employment, and tax information
Bank account and credit or debit card information
When you are no longer our customer, we may continue to store and/or share your information as described in this notice.
All financial companies need to share customers’ personal information to run their every day business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons Optima chooses to share, and whether you can limit this sharing.
How does Optima 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. For more information, please contact Customer Care at firstname.lastname@example.org or call (800) 536-0734.
How does Optima Collect my personal information?
We collect your personal information, for example, when you:
Fill a form, place an order, or subscribe to our newsletter
Use a credit or debit card or bank account information
Provide contact, income, employment, or tax information
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 non affiliate to market to you.
State laws and individual companies may give you additional rights to limit sharing.
Companies related by common ownership or control. They can be financial and nonfinancial companies.
We do not share your personal information with our affiliates, unless you give your consent for us to share.
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
We share with nonaffiliates in the categories of service providers and direct marketing companies, unless you give your consent for us to share.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
We currently do not share with joint marketing partners.
Additional Information Regarding Collection and Use
We collect personally identifiable information to execute a requested transaction; provide you with a particular service; further enhance your account or customer experience; and/or provide you with promotional offers. We also collect other information, such as IP addresses, internet service providers, referring/exit pages, and clickstream data, which does not identify individual users, to analyze trends and to administer and optimize our site.
Disclosure of Information
We may disclose your personally identifiable information to service providers or others in order to effect or carry out any transaction that you have requested of us or as necessary to complete our contractual obligations with you. These parties are not allowed to use personally identifiable information for any other purpose. We may also disclose your personally identifiable information to other companies that we have a joint marketing agreement with in order for them to inform you about the products or services they offer that may interest you. These parties are not allowed to use your personally identifiable information except for the purpose of marketing in accordance with the relevant agreement. We reserve the right to disclose your personally identifiable information, as required, to comply with the law, applicable regulations, governmental and quasi-governmental requests, judicial proceedings, court orders or subpoenas, to enforce our Legal Notices or other agreements, or to protect our rights, property or safety or the rights, property or safety of our users or others.
Our site uses security technology to protect information you provide to us through the site when entering personal information. We employ generally accepted industry standards to protect the personal information submitted to us both online and offline.
Cookies are small text files placed on your computer, phone, or other device when you visit websites and are used to record information about your activity, including the pages you view, the content your provide so that you don’t have to re-enter it each time you visit our website, and your settings and preferences. We may also use other data collecting technologies with similar functionality as cookies, such as web beacons on our site and in our emails. A web beacon is similar in function to a cookie, but is stored on the web page rather than on a user’s computer. In addition, we use web analytics services such as Google Analytics. These web analytics service providers use information such as your IP address, browser information, and the content you view on our behalf for the purpose of evaluating the number of users on our website, the location of our users, the most frequently used parts of our website, the most commonly used browsers, and the interests of our users. All of these tracking technologies and web analytics help us provide you with customized content, fast navigation through our website, and allow us to learn about your visit and your use of our online services to track and improve their functionality.
You can manage or disable cookies at any time by adjusting your browser setting. For instructions on how to change your cookie preferences, refer to the settings menu of your browser. Please note that if you choose to disable cookies, our website may not function properly and certain services may not be available.
We also employ “web beacons” on this site and in our emails. A web beacon is similar in function to a cookie, but is stored on the web page rather than on a user’s computer. We do not tie the information gathered by web beacons to any personally identifiable information.
Response to Do Not Track Signals
We currently do not respond to Do Not Track signals.
Links to Other Sites
Our website may contain links to other sites which are not owned or controlled by us. Please be aware that we are not responsible for the content or privacy practices of such other sites.
We reserve the right to modify this privacy statement at any time. Whenever material changes are made to the privacy statement, we will post those changes to this privacy statement and any other places on our site we deem appropriate. The provisions contained in this privacy statement supersede all previous notices or policies regarding our privacy practices with respect to this site. We encourage you to check our site frequently to see the current privacy statement.
Last Update: 06/08/2020
Optima is a leader in the tax and financial service industry, renowned for our steadfast commitment to delivering the best possible results to our clients.
Our dedication has earned us national recognition and numerous awards, including the Torch Award for Ethics from the Better Business Bureau, the Civic 50 for corporate citizenry, and multiple Inc. 5000 honors.
We’re powered by an amazing staff of over 500 professionals who passionately apply their expertise and specialized skills towards the central mission Optima was founded upon: helping people improve their financial well-being.
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