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CollegeBacker's Privacy Notice

Last Updated: January 5, 2020

FACTSWHAT DOES COLLEGEBACKER 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 product or service you have with us. This information can include:
  • Social Security number or Tax Identification number
  • Account balances, account transactions, transaction history, and payment history
  • Checking account information
When you are no longer our customer, we continue to share your information as described in this notice.
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 CollegeBacker chooses to share; and whether you can limit this sharing.
Reasons we can share your personal informationDoes CollegeBacker 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, or report to credit bureausYesNo
For our marketing purposes - to offer our products and services to youYesNo
For joint marketing with other financial companiesNoWe don't share
For our affiliates’ everyday business purposes - information about your transactions and experiencesNoWe don't share
For our affiliates’ everyday business purposes - information about your creditworthinessNoWe don't share
For our affiliates to market to youNoWe don't share
For nonaffiliates to market to youNoWe don't share
Questions?
Contact us at [email protected] or call
+1 (844) SAVE-529
Who we are
Who is providing this notice?
CollegeBacker (which is a tradename of Principly, Inc.)
What we do
How does CollegeBacker 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 computer safeguards and secured files and buildings.
How does CollegeBacker collect my personal information?We collect your personal information, for example, when you
  • open an account or give us your contact information
  • provide account information or tell us about your investment portfolio
  • use your credit or debit card
We also collect your personal information from other companies.
Why can’t I limit all sharingFederal 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 nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly with someone else?Your choices will apply to everyone on your account.
Definitions
AffiliatesCompanies related by common ownership or control. They can be financial and nonfinancial companies.
  • CollegeBacker has no affiliates.
NonaffiliatesCompanies not related by common ownership or control. They can be financial and nonfinancial companies.
  • CollegeBacker does not share with nonaffiliates so they can market to you.
Joint marketingA formal agreement between nonaffiliated financial companies that together market financial products or services to you.
  • CollegeBacker doesn’t jointly market.

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CollegeBacker is the tradename of Principly, Inc., an SEC-registered investment adviser. Our internet-based investment advisory services are designed to assist clients in saving for college and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful.

Investing in securities involves risks, and investing in 529 plans in particular involves certain tax considerations and related risks. Any investments you make in a 529 plan through CollegeBacker may lose value. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Our savings calculator and pricing comparison are hypothetical tools provided for illustrative purposes only and are based on important assumptions described here.

Copyright © 2021 Principly, Inc. CollegeBacker is a trademark of Principly, Inc.