Privacy Protection
Privacy & Security Center
We must share some information with insurance carriers, mortgage underwriters, and tax systems in association with your request of these services. However, that's where our sharing stops. We do not sell personal data; ever.
Our Responsibility
What we do to help protect you
Our success depends on your success. That’s why we work to prevent attempted attacks on the systems that hold your information. But we also prepare for the worst, training to respond to incidents and conduct business as usual.
Learn more about our strategies to help protect your assets and information.
> Prevention practices and tools
Learn more about our efforts to remain resilient and deliver the service you expect.
Our privacy code
- We tell you how we will collect, maintain and use your information, and then we use it only for those purposes.
- Only persons who need to know your information in order to facilitate service to you can access your information.
- We do our best to keep your information accurate and complete.
Learn more: Read the full Stridemark Privacy Notice.
California Consumer Privacy Act (CCPA)
The California Consumer Privacy Act (CCPA) provides California residents with specific rights regarding how their personal information is collected and maintained.
Oregon Consumer Privacy Act
The Oregon Consumer Privacy Act provides Oregon residents with specific rights regarding how their personal information is collected and maintained
Data Privacy Rights are more fully explained in our US States Privacy Notice.
Consumer Data Rights Request
Contact your advisor to submit a consumer data rights request to the Stridemark Privacy team. For questions, contact the Privacy team at privacy@stridemark.com.
Your Responsibility
What you can do to help protect yourself
Anyone can become a victim of fraud. Knowing about scams and how they operate helps you identify and avoid them.
Learn how to spot scams before they affect you.
Being proactive could save you time and money.
Services for Families
How we help you thrive
We love to make dreams come true. Let’s chat about your life goals and create a roadmap for your financial future.
Talk to a Stridemark advisor
Have questions? Our advisors are here to help you make confident, informed decisions and provide personalized guidance tailored to your financial goals.
News Articles
Latest News and Articles
Stride confidently on your financial path. Connect with an Agent or Advisor