Farther collects two types of information from you: personal profile information used to identify you and secure your account and investor profile data that helps us recommend investment portfolios tailored to your unique situation.
Personal profile information includes items like your name and contact information so we can keep you updated about your accounts and provide updates about your accounts. It also includes information required for “know your customer” laws that prevent fraud and money laundering. All information collected from you is encrypted and stored on secure servers to protect your data.
Investor profile information includes items like your risk preferences and capacity, investment goals, and time horizons that help us recommend suitable portfolios personalized to you. As your personal, professional, and family situation changes, your profile is likely to change as well, so be sure to keep it up-to-date for the most relevant recommendations.