Your SSN is required so we can issue tax documents, but we have put careful measures in place to safeguard your data
We understand your concern around providing your social security number. It is a requirement for investing, as it will be used to generate tax documents at year-end. In case this helps alleviate your concerns, we are happy to share some detail on our security protocols:
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All data in transit is encrypted.
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All data is stored encrypted on the server.
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Access to data (specifically PII, or personally identifiable information) is limited to only those who need it to perform their job.
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We maintain an unalterable audit log of all database queries and changes.
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PII is not shared with anyone other than for KYC ("Know Your Customer") requirements and account management with UMB, our transfer agent.