Terms and Conditions
Fiduciary Exchange LLC (FIDx) is a technology firm offering solutions that connect the brokerage, insurance, and advisory ecosystems. FIDx does not provide any advice or make any recommendations with respect to any insurance or other financial products and does not solicit, offer or sell any insurance or other financial products. Financial professional use only. © 2023 Fiduciary Exchange LLC. All rights reserved.
Envestnet is not an insurance agency and as such, does not sell or make any recommendations related to the purchase of annuity or insurance products. Insurance products are only sold or recommended by insurance licensed financial professionals or through a third-party intermediary licensed as an insurance agency. Carriers and OID firms featured herein are in no way endorsed by Envestnet. Advisors should always conduct their own research and due diligence on insurance products, carriers and OID’s prior to making a recommendation to a client. Envestnet, Inc. has a financial interest and occupies board of director positions in Fiduciary Exchange LLC (FIDx). © 2023 Envestnet. All rights reserved.
Fiduciary Exchange LLC (“FIDx”) and its affiliates, (hereinafter collectively known as FIDx) understand the value you place on maintaining your privacy. That’s why we limit access to customer information to individuals in our organization who need it in order to perform their jobs. Employees who have access to customer information are required to safeguard personal information and keep it confidential.
We safeguard customer information in accordance with established security procedures. We have implemented physical and electronic safeguards to help protect private information from being intercepted over the Internet. We make extensive use of transmission encryption, firewall barriers and authentication procedures to maintain the security of your online session and to protect FIDx systems from unauthorized access.
Collecting information to serve you
FIDx collects information about you to help us provide better customer service, offer new products or services, and fulfill legal and regulatory requirements. The type of information that we collect varies according to the products or services you request, and may include:
FIDx does not sell personally identifiable information about current or former clients to third parties. We may share customer information with FIDx affiliates in order to properly service you. In compliance with federal and state laws, we may disclose information we collect about our customers and former customers, as described above, to nonaffiliated businesses such as:
Companies that perform services for us or on your behalf; Companies that participate in joint marketing activities with us; and Companies participating with us in a proposed business exchange. These companies are required to treat your private information with the same high degree of confidentiality that we do and only for the services for which they are engaged.
We may also disclose information to non-affiliated parties as allowed by law, such as in responding to a subpoena, preventing fraud, or complying with an inquiry by a government agency or regulator.
In addition, we may develop, use, distribute and publish information and statistics derived from your data and the content that you contribute 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.