Privacy
Your information,
handled with care.
Two documents explain how United Advisors America handles information. Our Privacy Policy Notice covers the personal financial information of our clients. Our Website Privacy & Cookie Statement covers what this website collects.
Privacy Policy Notice · Rev. 06/2025
What we do with your personal information.
Federal law requires us to tell you how we collect, share, and protect your personal information. The notice is shown below. You can also download the official copy for your records.
What does United Advisors America Corporation do with your personal information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and Account Balances
- Assets and Income
- Risk Tolerance and Retirement Assets
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customer's personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer's personal information; the reasons United Advisors America Corporation chooses to share; and whether you can limit this sharing.
| Reason | Does United Advisors America share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposessuch as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposesto offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | No |
| For our affiliates’ everyday business purposesinformation about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposesinformation about your creditworthiness | No | No |
| For our affiliates to market to you | No | No |
| For nonaffiliates to market to you | No | No |
Who we are
Who is providing this notice?
United Advisors America Corporation
What we do
How does United Advisors America protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does United Advisors America collect my personal information?
We collect your personal information, for example, when you
- Open an Account or Tell us About Your Retirement Portfolio
- Provide Contact Information or Provide Account Information
- Enter into an Investment Management Agreement
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Our affiliates include companies with common ownership such as Alliance America Corporation, Legacy Assurance Plan of America, Inc., VisaNotary, LLC, and OnSchedule, LLC.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Nonaffiliates we share with can include custodians such as Charles Schwab and Co., Inc., and CRM such as Wealthbox.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- United Advisors America Corporation does not jointly market.
Questions? Call 877.443.0610 or go to www.unitedadvisors.com. This is a web version of our Privacy Policy Notice (Rev. 06/2025); the downloadable PDF is the official notice.
Website Privacy & Cookie Statement
What this website collects.
This statement explains what information the United Advisors America website collects and how we use it. It applies only to this website. How UAA collects, uses, and protects the personal information of clients and prospective clients is described in our Privacy Policy Notice above.
Effective October 16, 2026Information you choose to send us
When you request a Clarity Review through this website, the information you enter (your name, email address, phone number, the topic you’d like to discuss, your meeting preference, your ZIP code if you request a home visit, and any advisor preference) is sent by email to UAA. We use it to respond to your request and schedule a conversation, and we keep it as required by the recordkeeping rules that apply to investment advisers. It is handled under our Privacy Policy Notice.
Our calculators
Our calculators run entirely in your browser. The numbers you enter are not sent to UAA, Google, Meta, or anyone else.
Website analytics
We use Google Analytics to understand how visitors use our website: which pages are viewed, how visitors found the site, the type of device and browser used, and an approximate location such as city or region. Google Analytics uses cookies, small files stored in your browser, to tell visits apart. We review this information in summary form to improve the website.
We have set up Google Analytics so that:
Advertising
We may advertise on social media platforms such as Facebook and Instagram. If we do, we may use the Meta Pixel, a tool that tells Meta which general pages of this website were visited, so we can show our ads to people who have visited our site and measure how well those ads perform. Meta may connect this information with a Meta account you have. We do not use the Meta Pixel on our Clarity Review request page or our calculators, and we do not share the information you enter in forms or calculators with Meta.
Your choices
- Install Google’s Analytics opt-out browser add-on: tools.google.com/dlpage/gaoptout ↗
- Learn how Google uses information from websites that use its services: policies.google.com/technologies/partner-sites ↗
- Manage how Meta uses information from other websites in your Meta Accounts Center, under “Your activity off Meta technologies” and “Ad preferences.”
- Opt out of interest-based advertising from participating companies: optout.aboutads.info ↗
- Block or delete cookies using your browser’s settings.
This website does not currently respond to browser “Do Not Track” signals. The options above let you limit analytics and advertising collection.
What we don’t do
UAA does not sell information collected through this website. We do not share the information you enter in our forms or calculators with advertising or social media companies.
Children
This website is not directed to children under 13, and we do not knowingly collect information from them.
Questions about your privacy