No, your personal identifiable data will not be sold or shared. You can however share it with people you grant access to, such as a family member or your adviser on the HeirWealth platform.
HeirWealth encrypts all your data and stores it in a secure location.
However we may share deidentified customer data with trusted third parties that assist us in delivering and improving the HeirWealth app.
These service providers are contractually bound to protect the confidentiality and security of your deidentified personal information.
For further details, please see our privacy policy.