mountain west ira

Privacy Policy

Effective Date: June 2025
1. Introduction

Mountain West IRA ("MWIRA," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website or services.

2. Information We Collect

Information is collected when you fill out forms on our Site, use our online portal, or subscribe to our newsletter:

  • Personal Information: Name, email address, mailing address, phone number, Social Security number, and other personal identifiers.
  • Financial Information: Account numbers, transaction history, investment preferences, and other financial data.
  • Technical Information: IP address, browser type, operating system, and browsing behavior.
3. Third-Party Software & Services

To effectively deliver our services, we use trusted third-party software providers.

These third-party providers are selected for their robust security and compliance measures. However, please note their policies may also govern your data when interacting directly with their platforms.

4. How We Use Your Information

Your information helps us:

  • Provide and manage our services effectively.
  • Process transactions and send related communications.
  • Communicate regarding your account or services updates.
  • Improve our website and offerings.
  • Fulfill our regulatory and legal obligations.
5. Information Sharing

We do not sell your personal information. Your information may be shared with:

  • Trusted service providers strictly for necessary operational purposes.
  • Authorities or regulatory bodies when required by law.
  • Parties involved in corporate transactions such as mergers or acquisitions.
6. Data Security

We implement stringent security measures to protect your personal data. Nevertheless, absolute security cannot be guaranteed for internet transmissions.

7. Your Choices

You have the right to:

  • Access, update, correct, or request deletion of your personal data.
  • Opt-out of marketing and promotional communications.
8. Children’s Privacy

Our services are not intended for users under 18. We do not knowingly collect personal data from minors.

9. Changes to This Policy

We may update this policy periodically. Any changes will be clearly indicated on our website.

10. Contact Us

For questions regarding this Privacy Policy, please contact us at:
accounts@mwira.com
866-377-3311

PRIVACY DISCLOSURE:
Mountain West IRA, Inc. is committed to protecting the privacy of individuals. The protection of personal information in the private sector is required by the Privacy Act 1988 as amended by the Privacy Amendment (Private Sector) Act 2000 (“Act”). All employees and officers of Mountain West IRA, Inc. are expected to comply with the Act and Mountain West IRA, Inc. policies and procedures concerning the protection of personal information.

DISCLAIMER:

Mountain West IRA, Inc. does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

CIRCULAR 230 NOTICE:

As required by U.S. Treasury rules, we inform you that if any Federal tax advice is contained in this email, including attachments (in spite of our best efforts not to provide any tax advice), it is not intended or written to be used, and cannot be used, by any person (1) for the purpose of avoiding any penalties that may be imposed by the Internal Revenue Service, or (2) to promote, market, or recommend to another party any matter addressed herein.

CONFIDENTIALITY:

This email message and any attachments are intended solely for the use of the addressee(s) and may be confidential. Any unauthorized review, use, disclosure, copying or distribution is expressly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message and any attachments.