YOUR PRIVACY, OUR COMMITMENT

YOUR PRIVACY,

OUR COMMITMENT

At Myriad, we take protecting your personal and non-public information seriously. Learn how we collect, use, and safeguard your data.

At Myriad Advisor Solutions, protecting the trust of our clients, partners, and website visitors is a top priority. We understand the importance of keeping personal and non-public information secure, particularly in regulated industries where confidentiality, compliance, and security are essential.

This Privacy Policy explains how we collect, use, share, and protect personal information through our websites, services, and communications. It applies to all personal information collected by Myriad, whether online, electronically, or through other interactions.

CHANGES TO THIS POLICY

We may update this Privacy Policy to reflect changes in our practices, services, or legal requirements. When material changes occur, we will post a notice on our website or notify you by email if appropriate.

Your continued use of our website or services after an update means you accept the revised Privacy Policy. The effective date at the bottom reflects the current version.

INFORMATION WE COLLECT

We collect information in three main ways:

1. Information You Provide Voluntarily

You may provide personal information when you:

We collect information in three main ways:

1. Information You Provide Voluntarily

You may provide personal information when you:

Complete contact forms or registrations

Subscribe to newsletters or updates

Register for events or services

Communicate with us via email, phone, or other methods

This may include your name, business name, address, email, phone number, IP address, or other details relevant to your inquiry or relationship with Myriad. Billing or payment information may also be collected through secure third-party processors.

2. Information Collected Automatically

When you visit our website, we may automatically collect:

IP address

Browser type and operating system

Pages viewed and time spent on the site

Referring or exit pages

This data is collected using cookies, log files, and similar technologies to help us improve website performance, usability, and security.

3. Information From Use of Our Services

If you use Myriad services, we may collect information about how and when services are used, including activity logs, system interactions, and support communications. This helps us provide, support, and improve our services while maintaining security and compliance.

HOW WE USE PERSONAL INFORMATION

We use personal information for legitimate business purposes, including to:

Provide, operate, and improve our services

Communicate about accounts, inquiries, or requests

Send service-related notices or administrative messages

Deliver updates or marketing communications you've opted to receive

Process billing and payments securely

Maintain security, prevent fraud, and protect rights and property

Comply with legal, regulatory, and contractual obligations

We do not use personal information in ways inconsistent with this policy.

SHARING OF INFORMATION

We do not sell personal information. We may share information with trusted third parties when necessary to:

Support our technology, communications, marketing, billing, or operations

Engage professional advisors (legal, accounting, or security consultants)

Comply with law or regulatory requirements

All third-party service providers must protect personal information and use it only as permitted under this Privacy Policy.

In the event of a merger, acquisition, or sale of assets, personal information may be transferred subject to applicable confidentiality and privacy obligations.

DATA SECURITY

We use reasonable administrative, technical, and physical safeguards to protect personal information, including encryption, secure networks, and restricted access. While no system is completely secure, we follow industry-standard practices, especially for regulated environments.

DATA RETENTION

We retain personal information only as long as necessary to fulfill the purposes described here, including legal, regulatory, or operational requirements. When no longer needed, information is securely deleted or anonymized.

COOKIES AND TRACKING TECHNOLOGIES

Cookies and similar tools enhance website functionality, analyze usage, and remember preferences. You can control or disable cookies through your browser settings, though this may affect website features.

THIRD-PARTY WEBSITES AND SOCIAL MEDIA

Our website may include links to third-party sites or social media platforms. Myriad is not responsible for the privacy practices of those platforms. Information provided there is governed by their respective policies.

CHILDREN’S PRIVACY

Our services are not directed to children under 13, and we do not knowingly collect information from them. If we discover such information, we will take steps to delete it.

YOUR RIGHTS AND CHOICES

You may request access to, correction of, or deletion of your personal information, subject to legal and regulatory requirements. Some information may need to be retained for compliance or legitimate business purposes.

To make a request or ask questions about this Privacy Policy, please contact us:

Myriad Advisor Solutions
2520 SE Encompass Drive
Waukee, IA 50263

Email:
info@myriadas.com

EFFECTIVE DATE: MARCH 3, 2026

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