This policy is effective as of December 2015.
A. We collect and maintain customer information as part of servicing your accounts and administering your customer relationship. In the course of serving you, we collect information about you from:
B. The customer information we collect is used to service your accounts and help you achieve your financial goals. Information may be used or shared with other Wells Fargo Funds and with banks and companies that are directly or indirectly owned or controlled by Wells Fargo & Company (the Wells Fargo family), as well as with authorized third parties, for a number of purposes, such as:
C. We may disclose all of the information we collect, as described above, with nonaffiliated third parties outside the Wells Fargo family that are acting on our behalf or are acting jointly with us, including:
It is important to note that we do not share customer information with nonaffiliated companies for the purpose of marketing their own products or services unless you specifically permit us to do so.
Some state laws may impose additional restrictions on disclosure of information about customers in those states for certain purposes.
D. We share information within the Wells Fargo family so that our affiliates can work together to meet your financial needs.
We may disclose all of the information we collect, as described above, with our affiliates that provide financial products and services, such as consumer bankers, mortgage lenders, consumer lenders, securities broker/dealers, insurance agencies, and real estate brokerage companies, so they can offer you other financial products and services. By law, information that helps us identify you or is derived from your transactions and experiences with us may be shared within the Wells Fargo family (a) for purposes other than direct marketing and (b) unless you instruct us otherwise, for direct marketing purposes. You can instruct us not to share other personal financial information about you with the Wells Fargo family. In addition, if you select that option, we will not share any information about you with our affiliates for direct marketing purposes. You may also direct us not to contact you for marketing purposes by certain channels or at all. We may disclose any of this information to administrative and service units within the Wells Fargo family for purposes such as servicing your accounts and preparing your account statements.
E. We are committed to protecting customer information.
We are committed to protecting the security and integrity of customer information through procedures and technology designed for this purpose. For example: We limit employee access to customer information to those who we believe need to know this information in order to service customer relationships.
The policies and practices described in this disclosure are subject to change, but we will communicate any significant changes to you as required by applicable law. The policies and practices described in this disclosure replace all previous notices or statements regarding this subject.
You have choices regarding how information about you may be shared. If you would like to opt out of information sharing within the Wells Fargo family, your preferences will be honored and will apply to all Wells Fargo Funds accounts linked to your Social Security number.
How to notify us
In the information age, Wells Fargo's commitment to protect your information and your privacy extends to your business with Wells Fargo Funds. While our privacy policies are the same whether you are online or not, we have extra measures in place to protect your privacy when you do business online.
The Wells Fargo Funds websites provide information to a wide audience, including clients who hold funds directly with Wells Fargo as well as investment professionals and institutional sales professionals.
Are you a visitor or a registered user?
Our websites provide you with comprehensive information about our mutual funds and investment products. When you are just browsing the unregistered portion of our site, we do not collect, capture, or retain your personal information.
Only clients who choose to register for online access to their accounts will be asked to supply personal information to verify their identity. This information will be collected on a secure server and may include items such as name, Social Security number, account number, and email address. Collecting this information allows us to provide access only to authorized users and clients. A unique login ID and password that you create are used to protect your account information.
Only investment professionals (financial advisors and registered investment professionals) who choose to register for additional product information and specific tools will be asked to supply personal information (name, address, email address, etc.) on our site through the registration form. This information allows us to identify you so that we can present you with investment professional-approved content and tools. In these cases, we collect only the information necessary to interact with you.
If you do not interact with us as you browse our website anonymously, any personal information, such as your e-mail address, is not collected. We gather data that allows us to track website usage, such as number of hits, pages visited, and the length of user sessions in order to evaluate the usefulness of our sites. We also use this information to personalize areas of the websites.
Industry standards are currently evolving, and we may not separately respond to or take any action with respect to a do-not-track configuration set in your internet browser.
Do you have to accept cookies?
You may be able to set your browser to reject browser cookies. However, if you choose to reject cookies, you may limit the functionality we can provide when you visit our site. The latest versions of internet browsers provide cookie management tools, such as the ability to delete or reject cookies. We recommend that you refer to information supplied by browser providers for more specific information, including on how to use these tools.
Cookies is a term also used to describe other locally stored objects, such as cookies stored in an Adobe folder on your device. These cookies will not be deleted when you clear cookies from your browser. We may use this technology for purposes such as information security and fraud prevention. We do not use this technology for online behavioral advertising purposes. Please refer to information provided by Adobe for information on how to disable and control Flash objects. If you choose those options, you may limit the functionality we can provide when you visit our site.
Links to non-Wells Fargo sites