Privacy Policy
Tamarac Inc. ("Tamarac," "we," or "us") takes your right to privacy seriously, and we want you to feel comfortable using the tamaracinc.com and tamaracservices.com websites (the "Sites"). This Privacy Policy deals with personally-identifiable information (referred to as "data" below) that may be collected by or through the Sites or Tamarac. This policy does not apply to other entities that are not owned or controlled by Tamarac, nor does it apply to people that are not employees or agents of Tamarac or that are not under Tamarac's control. In addition to this Privacy Policy, you should read the general Terms of Use for the Sites.

Please note that certain details of this Privacy Policy may depend on whether you deal with us through an investment professional or directly as an individual investor.
  1. Collection of Data

    We may collect and use personal information about you to service and maintain your account; process transactions in your account; respond to inquiries from you or your investment professional; develop, offer and deliver products and services; or to fulfill legal and regulatory requirements. We may collect public and non-public personal information about you from any of the following sources:

    • Your investment professional through account databases (for example, name, address, Social Security number, birth date, assets and income);
    • Transactional activity in your account (for example, trading history and balances);
    • Your or your investment professional's interactions with Tamarac (for example, discussions with our customer service staff or information you post on the Sites);
    • You or your investment professional regarding your preferences (for example, your choice of electronic statement delivery or the screen layout you specify); and
    • Other sources with your consent or with the consent of your investment professional.

    We will use anonymous log file information to (a) make the Sites better, faster and more robust; (b) monitor statistics relating to the Sites; and (c) police the Sites and enforce the Terms of Use and any other guidelines for usage.

    The Sites may allow you to leave comments and reviews of your experiences. You choose what information you put in your comments or reviews, if any. You should assume that any personal information or other content that you voluntarily post to any Site will become publicly available and can be accessed and viewed by others. IF YOU CHOOSE TO MAKE ANY OF YOUR PERSONALLY IDENTIFIABLE OR OTHER INFORMATION PUBLICLY AVAILABLE THROUGH THE SITES, YOU DO SO AT YOUR OWN RISK.

  2. Use of Data

    We collect personal information to provide the products and services offered through the Sites and to protect us from harm and our services from loss, theft, misappropriation or other misuse. For example, we may use personal information in the following situations:

    • Providing the services you request and related customer support;
    • Improving and customizing our products and services, including the usability features of the Sites;
    • Protecting Tamarac and other users of the Sites against actual or potential fraud, unauthorized claims, loss, theft, misuse and other liabilities;
    • Enforcing our Terms of Use and other policies; and
    • Providing you with opportunities to provide us with feedback.

    We may retain information collected from closed accounts to comply with law and our agreements with third parties, such as your investment professionals.

    In addition, we may develop, use, distribute and publish information and statistics derived from your data and the content that you contribute to any Site for use on a masked, aggregate basis. This particular use of your data and content will not result in the distribution or publication of any personally identifiable information.

  3. Protection of Data

    We safeguard personal information in accordance with commercially reasonable security measures. We have implemented physical and electronic safeguards to help protect personal information against loss, misuse and interception. We make extensive use of firewall barriers and authentication procedures to maintain the security of your online session and to protect customer accounts and systems from unauthorized access. We also restrict access to personal information to those who require it to develop, support, offer and deliver products and services to you.

    We will take commercially reasonable steps to prevent your data from being made available to third parties, unless (a) you post the data to a public portion of the Sites or include the data in a public profile; (b) provided for otherwise in this Privacy Policy; (c) your consent is obtained, such as opting-in or opting-out for the sharing of data; (d) a service provided on the Sites requires interaction with a third party or is provided by a third party, such as your investment professional; (e) provided pursuant to legal action or law enforcement; (f) to the extent reasonably necessary to protect Tamarac’s or another user’s legal rights and/or property; or (g) the Sites are purchased by a third party, in which case that third party will be restricted in the use of the data in the same manner as set forth in this Privacy Policy

  4. Website Usage

    We may use devices known as "cookies," graphic interchange format files (GIFs) or other similar web tools. This allows us to personalize your use of the Sites. These web tools do not identify you by name as an individual or by account number. In order to maximize the functionality and usability of the Sites, you must set your browser’s preferences to allow both permanent and temporary cookies. The Sites also use session (temporary) cookies, which are deleted when you log out of the Sites or browse to a different site. If you do not want to accept these session cookies, you should refer to the instructions for your specific Internet browser. If you do not accept cookies from the Sites, we may not be able to deliver certain services to you.

    We may use third-party service providers to help us analyze the Sites. These third-parties may use cookies to help the Sites analyze how users use the Sites. The information generated by these cookies about your use of the Sites (including your IP address) may be transmitted to and stored by the third party on its servers. This information will be used to evaluate your use of the Sites, compile reports on activity for the Sites and provide other services relating to activity for the Sites and Internet usage.

    The Sites do not respond to web browser “do-not-track” signals and similar mechanisms.

  5. Changes to this Privacy Policy

    Changes may be made to this Privacy Policy from time to time. You will be notified of substantial changes to this policy either by a posting of an announcement on the Sites or by a message sent to the email address you have provided to us and is stored in connection with your user account.

  6. Compliance with Laws and Law Enforcement

    We cooperate with government and law enforcement officials or private parties to enforce and comply with the law. We may disclose any information about you to government or law enforcement officials or private parties as we, in our sole discretion, believe necessary or appropriate to respond to claims and legal process, to protect our rights and the rights of third parties, to protect the safety of the public or any person, to prevent or stop illegal, unethical or legally actionable activity or to otherwise comply with the law.

  7. No Guarantees

    While this Privacy Policy states standards for the maintenance of data, and while efforts will be made to meet these standards, we do not guarantee that we will comply with these standards. There may be factors beyond our control that may result in disclosure of data. Consequently, we offer no warranty or representation regarding the maintenance or non-disclosure of data.

  8. Contact Information

    If you have any questions about this Privacy Policy or about the Sites, please contact us at TamaracSupport@envestnet.com.



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