Security & Privacy You Can Trust
Facet Wealth utilizes a combination of ever-evolving tools and infrastructure to safeguard against cyber threats, protecting our customers’ financial and personal data. Our security capabilities are informed by industry frameworks, our clients, industry groups, threat intelligence, and relevant regulations.
Have a security question about your account? We're here to help.
Three Things You Can Do Now
Steps you can take to protect your personal data today.
PROTECT YOUR PASSWORDS
Minimize password reuse and enable multi-factor authentication anywhere you can, especially in the client portal, where you log in to access your finances.
KEEP YOUR SYSTEMS UP-TO-DATE
Enable automatic updates on all your devices. If you use third-party browsers (e.g., Chrome, Firefox, Brave), make sure these are configured to update automatically as well. In addition, ensure that you install appropriate antivirus software.
BE AWARE OF IDENTITY SCAMS
Fraud attempts are on the rise and are becoming increasingly sophisticated. So maintain vigilance and if you’re in doubt, always log into the client portal to securely communicate with us. Facet will never reach out to you and ask for your password, personal, or payment information.
PROTECT YOUR DIGITAL IDENTITY
FREQUENTLY ASKED QUESTIONS
We take your personal data and security seriously.
Facet is committed to providing a secure experience and continuously invests in improvements and innovation of security capabilities. When it comes to protecting you and your data, we do not believe that simply checking boxes to ensure compliance is adequate. We employ industry recommended practices to ensure that information security is at the core of our technology and business operations.
- Monitoring and response to suspicious activity
- Configuring systems to ward off exploitation attempts
- Encrypting and securing all data
Any data that Facet handles and directly stores is secured in the cloud—encrypted at rest and in-transit to ensure it is readable only for the right reasons—providing you a customized plan for achieving your financial goals.
Your Facet Team and its partners use your data to assess your financial situation, make recommendations, and enhance your overall service to provide the best experience for you. We do not share your information without your consent with third parties for any marketing or advertising purposes.
We ask you to link your accounts for two reasons:
- When your accounts are linked your planner can see your current, complete financial information. That helps them give you the most timely, helpful advice.
- By linking your accounts, you can get an instant overview of your financial life, chart your progress and get the information you need to make the best financial and life decisions.
While not a requirement, linking your accounts is the most seamless way to organize your finances and understand where you stand financially by providing you with an up-to-date view of your financial picture.
We take data privacy and security seriously. Without your consent, we will never sell your data or contact information to a third party for marketing or advertising purposes.
After a period of time, your linked accounts will no longer continue to update.