Customer information is a cornerstone of our ability to provide superior service and investment advice to you. 529 Solutions is committed to protecting the privacy of our customers. You can count on 529 Solutions to protect the privacy and security of your information while providing you with competent and courteous customer service. The following is a list of our policies and the steps we take to ensure your privacy.

Gathering Information Online

Various forms on the site request contact information, which is generally limited to name, email, and mailing address. This information is needed to respond to your needs and service your account, in accordance with the security capabilities of the browser you use to access the Site. When personal information is collected or transmitted by 529 Solutions it is done in a secure environment. Information we gather online may be used by 529 Solutions to offer and deliver products and services, process transactions in your account, respond to inquiries from you, and to fulfill legal and regulatory requirements. We also use visitor information such as web browser type and geographic location for purposes of site improvement and customer service.

Cookies

Cookies are pieces of data assigned by a web server to the browser on your computer. Certain areas of our web site may require the use of cookies to make your online experience with 529 Solutions more personalized. Therefore, to conduct online transactions with 529 Solutions your browser must not be set to reject cookies. For your security, we do not embed any personal information that you provide to us in cookies. They are used only for online session management between your computer and 529 Solutions.

Email Security

Regular, unencrypted Internet e-mail is much less secure than the secure environment capabilities of your browser. Therefore, we request that confidential information not be sent through e-mail. We will be glad to exchange e-mail with you concerning general questions or information about the Site and your use of it, but, to better protect your privacy, we will not send or request confidential account information by e-mail. For questions or information related to confidential information about your account, please contact us by telephone or regular mail

Sharing Data

We do not share confidential customer information with other parties without your consent. We may share customer data with selected mutual fund, insurance and other financial service providers in order to establish accounts, and execute the purchase or sale of financial products that we sell or service. We will never sell or otherwise distribute your name address or any customer information to any firm for marketing purposes. No company will receive any personal information on any customer beyond what is described in our privacy policy. .

Links to other Sites

We may provide links to other companies such as mutual fund distributors, banks, credit unions and information sources. We cannot guarantee the security of these sites. If you choose to link to any other web site not controlled by 529 Solutions, we ask that you read its privacy statement in order to understand their policies regarding online security. In order to safeguard your privacy, we recommend that you log out of your account after completing online transactions with 529 Solutions before proceeding to other on-line or off-line activities. We also suggest you do not "surf" to other sites while logged in to our site.

All users that have provided personal information to 529 Solutions have a right to know what information is being stored about them and to request the correction or deletion of this information. If you have any questions regarding our privacy policy, please reach us by email, phone, or mail from the Contact Us page.