Privacy

ONE Advisory Partners, LLC Privacy Policy

Policy Effective Date: March, 2021

Your privacy is very important to ONE Advisory Partners, LLC (“ONE”). This notice provides you a brief description regarding our privacy policies.

1. What non-public information does ONE collect?

Federal law requires that we provide you notice of non-public information about you that we collect. Non-public information is any personal information about you that cannot be found in public sources (e.g., social security number, financial account information and balances).

We generally collect only the non-public information about you that you provide to us and that is necessary for us to provide you with services. Specific items of non-public information may include, but are not limited to, date of birth, social security number, financial account information and balances, sources and amounts of income, home address, and telephone numbers.

2. What policies and procedures does ONE have in place to protect your non-public information?

ONE restricts access to non-public information about you to only those persons that provide services to you. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard your confidential personal information.

3. Does ONE disclose or reserve the right to disclose non-public information to unaffiliated third parties?

Although our own outside service providers may have access to your information for normal operational purposes (e.g. offsite electronic file storage, etc.), ONE does not disclose any confidential information about our customers or former customers to unaffiliated third parties, except to carry out your instructions, to service your account, to facilitate additional services for you, or as permitted by law. Examples of such disclosures include, but are not limited to, disclosure after customer consent, disclosure to facilitate estate planning or other legal services, disclosure to provide information to agencies assessing compliance with industry standards and to our attorneys, accountants,and auditors, or disclosure to respond to a customer dispute or inquiry. Clients and former clients may opt out from our sharing of information with specific outside parties by notifying us in writing by mail, fax, email or other written notification.

Please do not hesitate to contact us if you have additional questions about our privacy policy, about your information we possess, or about how your information is used.