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 notice carefully to understand what we do.


The types of personal information we collect and share depend on the product or service you have with us. This information can include:
 Social security number;
 Account Balances;
 Investment Experience;
 Transaction history;
 Income; and/or
 Wire transfer instructions.


All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information and whether you can limit this sharing.

For our everyday business purposes – such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations. You can’t limit this type of sharing if you wish to have FINavation provide you transactional products.

For our marketing purposes – to offer our products and services to you. You can’t limit this type of sharing if you wish to partner with FINavation..

For joint marketing with other financial companies. FINavation doesn’t collect information nor share personal information for joint marketing.

For our affiliates’ everyday business purposes – information about your transactions and experiences. You can’t limit this type of sharing if you wish to have FINavation provide you transactional products.

For our affiliates’ everyday business purposes – information about your creditworthiness or for their marketing purposes. FINavation doesn’t collect information nor share personal information for our affiliates’ everyday business.

We do not collect or share information with non-affiliates. Your information and trust in us is fundamental to how we do business.


To protect your personal information from unauthorized access and use, we use security measures that comply with federal law and that are consistent with evolving global privacy laws. These measures include computer safeguards and secured files.


We collect your personal information when you:
 Give us your contact information;
 Provide Account Information;
 Tell us where to send money or make a wire transfer;
 Seek advice; and/or

We also collect your personal information from others, such as our affiliates or third party service providers.


Our website address is: http://finavation.com.



When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.


If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Contact forms / Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you have an account and you log in to this site, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.


If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Visitor comments may be checked through an automated spam detection service.