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Privacy Policy

Online Privacy Policy

Atria Investments, Inc. (“Adhesion”) (also referred to as “we,” “us,” and “our”) collects Personal Information from you when you visit our websites. This Online Privacy Policy provides you with information about the personal information we gather online, through our websites.

Our Websites

Personal Information We Collect When You Visit Our Websites

  • Identifiers, such as your Internet Protocol (IP) address, device identifier, browser, and the URL you came from before you visited our websites.
  • Information regarding your interaction with our websites, including time spent, and engagement with our websites and the content on the websites.
  • Information such as your name, company name, email address, state and telephone number that you voluntarily provide to us when you complete our “Contact our sales team” form on our websites, or when you contact us by email. If you contact our support team, we also will collect your account number.
  • If you use the “Remember Me” feature when you visit our Advisor Portals, the Manager Portal, or The Exchange, we may store your username to make it quicker for you to sign in whenever you return to our websites. For security reasons, we use cookies to authenticate your identity, such as confirming whether you are currently logged into our websites.
  • If you visit one of our Advisor Portals, we track certain pages and functions and tie that information to your log-in information.
  • If you visit The Exchange, we collect your name and email address to allow you to see the full exchange and to request information on products.

Information We Share With Third Parties

If you visit our corporate public website, www.adhesionwealth.com, we share your IP address, the URL you came from, and your interaction with the websites with our analytics provider, Google Analytics, for its use in its advertising network and cross-context behavioral advertising across multiple websites.

How You May Correct Information Gathered Through Our Websites

You may submit a request to correct information that we have collected through our websites by calling us at (888) 295-8351 (toll free).

How Our Websites Respond to “Do Not Track” Signals

Do Not Track (“DNT”) is a privacy preference that you can set in your web browser to send a special signal to a website to disable its tracking of an individual user. We do not track our visitors over time and across third party websites to provide targeted advertising. However, our corporate public website, www.adhesionwealth.com, uses Google Analytics, which collects and shares your IP address, the URL you came from, and your interaction with the website with Google for its use in its advertising network and cross-context behavioral advertising across multiple websites. If our corporate public website detects your DNT signal, we will not share your information with Google Analytics. Our Advisor Portals, Manager Portal and The Exchange do not use Google Analytics and therefore those websites do not respond to DNT signals.

Other Companies May Collect Personal Information About You

When you visit our corporate public website, other companies may collect personally identifiable information about you (such as your IP address, interaction with our websites and browsing activity, and interaction with advertisements) over time and across third-party websites or online services.

How You Can Learn of Material Changes to Our Online Privacy Policy

We may update our Online Privacy Policy from time to time. If we materially broaden our Online Privacy Policy, we will post the new Privacy Policy on this page.

Client Privacy Policy

FACTS

What does Atria Investments, Inc. (“Adhesion Wealth”) do with your personal
information?

Why?

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.

What?

The types of personal information we collect and share depend on the products
or services you have with us. This information can include:

  • Social Security number
  • Transaction history and transaction or loss history
  • Investment experience
  • Assets and account transactions

How?

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; the reasons we choose to share;
and whether you can limit this sharing.

Reasons we can share your personal information

Do we share?

Can you limit this sharing?

For our everyday business purposes—
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations

Yes

No

For our marketing purposes—
to offer our products and services to you.

Yes

No

For joint marketing with other financial companies.

No

We don’t share

For our affiliates’ everyday business purposes —
information about your transactions and experiences.

No

We don’t share

For our affiliates’ everyday business purposes—
information about your creditworthiness.

No

We don’t share

For our affiliates to market to you.

No

We don’t share

For nonaffiliates to market to you -

No

We don’t share

Questions?

Call us at 888-295-8351 (toll free).


Who We Are

Who is providing this notice?

Atria Investments, Inc. (d/b/a Adhesion Wealth)

What We Do

How does Adhesion protect my personal information?

To protect your personal information from unauthorized access and use, we
use security measures that comply with federal law. These measures include
physical, electronic and procedural safeguards.

How does Adhesion collect my personal information?

We collect your personal information, for example, when you:

  • Make deposits or withdrawals from your account
  • Enter into an investment advisory contract
  • Tell us about your investment or retirement earnings
  • Tell us about your investment or retirement portfolio
  • Order a commodity futures or option trade

We also collect your personal information from other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes-information about your
    creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you.

State laws and individual companies may give you additional rights to limit
sharing. Please see the “Other Important Information” below.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial
and non-financial companies.

  • AssetMark, Inc.
  • AssetMark Trust Company
  • AssetMark Retirement Services, Inc.
  • AssetMark Brokerage, LLC

Nonaffiliates

Companies not related by common ownership or control. They can be
financial and nonfinancial companies.

  • Adhesion does not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between non-affiliated financial companies that together
market financial products or services to you.

  • Adhesion does not jointly market.

Effective Date: March 2023