mountain west ira

Privacy Policy

Effective Date: September 2026

Mountain West IRA, Inc. ("Mountain West IRA","we", "us", or "our") is committed to protecting the privacy and personal information of our clients. This Privacy Policy explains how we collect, use, disclose, and safeguard client information in connection with the services we provide.

1. Information We Collect

We may collect information when you establish or maintain an account, submit forms or documentation, use our client portal, request transactions or other services, or otherwise communicate with us.

Information we may collect Includes:

  • Personal Information: Name, email address, mailing address, phone number, Social Security number, and other personal identifiers.
  • Financial and Account  Information: Account numbers, account balances, transaction history, asset information, payment information, and other information related to your account or requested transactions.
  • Technical Information: IP address, browser type, operating system, and browsing behavior.
2. How We Use Your Information

We may use your information to:

  • Establish, maintain, and administer your account.
  • Process transactions and other account requests.
  • Communicate with you regarding your account or our services.
  • Provide requested information and account-related communications.
  • Protect against unauthorized activity and help maintain the security of our systems and client information.
  • Fulfill applicable legal, regulatory, recordkeeping, and reporting requirements.
3. Third-Party Service Providers

Mountain West IRA uses third-party service providers to support our operations and provide services to our clients. Client information may be shared with service providers when necessary to perform services on our behalf or facilitate transactions or services requested by the client.

Third-party services may have their own privacy and security practices. When you interact directly with a third-party service, its privacy policy may also apply.

4. Information Sharing

Mountain West IRA does not sell client personal information.

  • Provide and administer our services.
  • Process transactions or requests you authorize.
  • Work with service providers that support our operations.
  • Comply with applicable laws, regulations, legal processes, or government requests.
  • Protect the rights, security, or property of Mountain West IRA, our clients, or others.
  • Complete a merger, acquisition, sale, or other business transaction involving Mountain West IRA.
5. Data Security

We maintain administrative, technical, and physical safeguards designed to protect client information from unauthorized access, use, or disclosure.

6. Your Choices

You may contact us to request updates or corrections to your personal information.

You may also unsubscribe from marketing or promotional communications by using the unsubscribe option provided in those communications.

Additional privacy rights may apply depending on applicable law and your individual circumstances.

7. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our privacy practices or applicable requirements. When changes are made, the updated policy and effective date will be posted on this page.

8. Contact Us

If you have questions about this Privacy Policy or how Mountain West IRA handles client information, please contact us:

Mountain West IRA, Inc.
Phone:  866-377-3311
Email: accounts@mwira.com

DISCLAIMER:

Mountain West IRA provides administrative and recordkeeping services for self-directed retirement accounts. Mountain West IRA does not provide tax, legal, accounting, financial, or asset advice. Account owners are responsible for conducting their own due diligence and making their own decisions regarding the assets held within their accounts.

Consult a qualified tax, legal, accounting, or financial professional when guidance specific to your circumstances is needed.