HyLine Wealth Solutions, LLC
doing business as
At HyLine Wealth, we take your privacy very seriously and are committed to protecting it. We realize that maintaining your trust is a critical element for the long-term success of our business. A summary of how we collect, use, and share your information both online and in general is set forth below.
Information We Collect: In order to provide you with certain services and/or products, we must collect information from you. When you submit your personal information through a form on our website, use our web-based portals, complete an application, send us an email, or communicate with us in any other form or fashion, we do collect and store this information. This personally identifiable information may include, but is not limited to: your contact information (like your full name, physical address, mailing address, email address, and phone numbers), financial information (like your occupation, income, and net worth), date of birth, gender, tobacco use, height, weight, personal health information, certain questions regarding your or your family's medical history, etc. Non-personally identifiable information may also be collected when using our website, and may include, but is not limited to: your IP address, the time and duration of your visit, your activity on our website, browsing history, etc. We also utilize cookies to help us optimize the user experience with our website. Collecting and using these forms of non-personally identifiable information is a very common practice. This non-personally identifiable information is completely anonymous and cannot be traced back to you as an individual.
How We Use Your Information: When you submit your personal information through a form on our website, use our web-based portals, complete an application, send us an email, or communicate with us in any other form or fashion, we may use that information to contact you, send you additional information (like an investment analysis, insurance quote(s), etc), and/or for customer service. We may also use your personal information to conduct surveys and for marketing purposes. The non-personally identifiable information is for online advertising purposes and to help us optimize the user experience with our website. We do not sell your personal information to any unrelated third parties or telemarketers.
How We Share Your Information: We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and/or perform their respective duties. We may share your information with our third party Preferred Partners as they assist us in helping find you the best product, policy, and/or solution to fit your needs. In certain cases, we will share your information with third parties other than our third party Preferred Partners, but only if these third parties are assisting us in helping find you the best product, policy, and/or solution to fit your needs. Our services would not function properly if we weren't able to share your information with these third parties. In addition to sharing your information with the above third parties, we may also share your information with third parties who perform services or marketing on our behalf and with third parties with whom we have qualified joint marketing arrangements, to the extent permitted by law. The information we share with third parties for marketing purposes will be only information necessary to perform their marketing services. While we insist these third parties only use your information for its intended purpose(s), we cannot guarantee these third parties will uphold this high standard, and you agree to not hold HyLine Wealth liable for how a third party might use your personal information.
Security of Information: All collected information is stored in a technically and physically secure environment. Unfortunately, no information stored online or data transmitted over the Internet can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot ensure or warrant the security of any information that you transmit to us, and you do so at your own risk. Once we receive your information, we make reasonable efforts to ensure its security on our systems. Access to this information is strictly limited, and not accessible to the public.
Linked Websites: Linked websites may contain privacy policies that differ from ours. Your use of linked websites is governed by the privacy policies of those sites.
Important Disclosures & Disclaimers: In regards to the use of our site and/or services, also refer to our Important Disclosures & Disclaimers for additional details.
Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of HyLine Wealth.
Information We Collect: In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:
- Information we receive from you on account applications, web-based portals, or online forms, such as your address, date of birth, Social Security Number, occupation, financial goals, assets and income;
- Information about your transactions with us, our affiliates, or others; and
- Information received from credit or service bureaus or other third parties, such as your credit history or employment status.
Categories of Information We Disclose: We may only disclose information that we collect in accordance with this policy. HyLine Wealth does not sell customer lists and will not sell your name to telemarketers.
Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account with us, except under the following circumstances:
- To your authorized Representative and his or her manager;
- To our parent companies or their affiliates, to the extent permitted by law;
- To entities that perform services for us or function on our behalf, including financial service providers, such as a clearing broker-dealer, investment company, or insurance company;
- To third parties who perform services or marketing on our behalf;
- To your attorney, accountant/CPA, trustee or anyone else who represents you in a fiduciary capacity;
- To our attorneys, accountants or auditors; and
- To government entities or other third parties in response to subpoenas or other legal process as required by law or to comply with regulatory inquiries.
How We Use Information: Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:
- To protect your accounts from unauthorized access or identity theft;
- To process your requests such as securities purchases and sales;
- To establish or maintain an account with an unaffiliated third party, such as a clearing broker-dealer providing services to you and/or HyLine Wealth;
- To service your accounts, such as by issuing checks and account statements;
- To comply with Federal, State, and Self-Regulatory Organization requirements;
- To keep you informed about financial services of interest to you.
Regulation S-AM: Under Regulation S-AM, a registered investment adviser is prohibited from using eligibility information that it receives from an affiliate to make a marketing solicitation unless: (1) the potential marketing use of that information has been clearly, conspicuously and concisely disclosed to the consumer; (2) the consumer has been provided a reasonable opportunity and a simple method to opt out of receiving the marketing solicitations; and (3) the consumer has not opted out. HyLine Wealth does not receive information regarding marketing eligibility from affiliates to make solicitations.
Our Security Policy: We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.
Complaint Notification: Please direct complaints to: Brock Hyde, at HyLine Wealth, 5809 S Remington Place, Suite 101, Sioux Falls, SD 57108, (605) 275-2343.