Privacy Policy

Data Controller

Vanessa McClain

Collected Personal Data

Information you provide to us. Personal information you may provide to us through the Service or otherwise, or that we obtain from your employer, includes:

Contact data, such as your first and last name, email and mailing addresses, residence, postal code, phone number, professional title and company name.
Profile data, such as your username and password that you set to establish an online account with us, age or date of birth, gender, biographic details, interests, education-related information and preferences, and information that may be related to a service, account or an event you register for.
Identity data, such as a national identification number (e.g., Social Security number where permitted, tax identification number, passport number), state or local identification number (e.g., driver’s license or state ID number), and an image of the relevant identification card.
Communications that we exchange when you contact us with questions, feedback, or otherwise using any channel, including social media.
Financial data, such as your income, economic or financial status, financial institution, financial account details, investment holdings and preferences, investment changes, account balances and contributions, assets and ability to invest.
Payment and transactional data, such as the information needed to complete your orders on or through the Service (including name, contact information, credit card information, and billing information), and information about payments to and from you and other details of products or services you have purchased from us, and information that you provide us in subscription agreements, investor questionnaires or other documents prepared in connection with the Client Service.
Marketing data, such as your preferences for receiving communications about our products, activities, events and publications, and details about how you engage with our communications.
Research data that we collect if you participate in our research activities such as interviews and focus groups, which may include demographic information, your responses and feedback to our questions, and audio and video recordings of your interactions with us.
Familial data, such as marital status and information about your family members that you may provide to us (e.g., name, gender, age and date of birth).
Other information that we may collect that is not specifically listed here, which we will use as described in this Privacy Policy or as otherwise disclosed at the time of collection.

Information about others. Users of the Service may have the opportunity to refer friends or other contacts to us and share their contact information with us. Please do not refer someone to us or share their contact information with us unless you have their permission to do so.

Purpose of collecting data

faithwealthbuilders.com

In addition to the other purposes and uses described above, we may use information in the following ways, subject to applicable laws:

To provide you the products and services you request.
To contact you about products and services offered by us or another H&R Block company related to us by common ownership or control.
To service and report on your account.
To provide customer and tax product support, including through the use of artificial intelligence.
To identify you when you visit our websites or use our mobile applications.
To improve our services and products.
To communicate with you.
To send marketing and promotional materials, including newsletters, publications, or other information relating to our products, services, sales, or promotions, or those of our business partners or another H&R Block company related to us by common ownership or control.
To market to individuals who are not using but may be interested in our products and services.
To detect and protect against malicious, deceptive, fraudulent, or illegal activity, including violation of our policies and terms and conditions, security incidents, and harm to the rights, property, or safety of our company and our users, employees, or others, or to otherwise improve the security of our services.
To debug, identify, and repair errors that impair existing intended functionality of our websites and services.
To comply with our legal or regulatory obligations, to establish or exercise our rights, and to defend against a legal claim.
For internal administrative purposes, as well as to manage our relationships.
For such other purposes as permitted by law or that you consent to.