GLBA / Regulation P Privacy Notice
Why this notice exists
Financial institutions are required under the Gramm-Leach-Bliley Act (GLBA) and Regulation P to explain how they collect, share, and protect customers' nonpublic personal information. Because Velira handles financial information, we provide this notice in the GLBA style as a matter of good practice, whether or not GLBA formally applies to us. Our complete privacy practices are described in the Privacy Policy; this notice summarizes them in the GLBA format.
Information we collect
In connection with the Service, we may collect nonpublic personal information such as identifying information you provide; account, balance, holdings, and transaction information from accounts you connect through aggregators or enter manually; and information about your use of the Service. This is described in more detail in the Privacy Policy.
How we share information
We share nonpublic personal information only as needed to operate the Service and as permitted by law — for example, with service providers (subprocessors) that perform services for us, to complete connections you request, to comply with legal process, and in connection with a business transfer. We do not sell your information and do not share it with nonaffiliated third parties for their own marketing.
Your choices
Because we limit sharing to what is necessary to provide the Service and as permitted by law, there is generally no marketing-related sharing for you to opt out of. Where a right to limit sharing applies, we will provide the mechanism to exercise it. You may contact us with questions or requests at privacy@velirafinance.com.
How we protect information
We maintain administrative, technical, and physical safeguards designed to protect nonpublic personal information, consistent with the Security document — including encryption in transit and at rest, access controls, least-privilege internal access, and logging. We maintain a written information-security program; where the FTC Safeguards Rule applies, that program is maintained to meet the Rule's specific requirements.
Questions about this document? Contact us at hello@velirafinance.com.