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.
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:
We may use your information to:
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.
Mountain West IRA does not sell client personal information.
We maintain administrative, technical, and physical safeguards designed to protect client information from unauthorized access, use, or disclosure.
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.
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.
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.