Why We Collect Information
Extraordinary Trust collects nonpublic personal information for business purposes including trust administration, account opening, transaction execution, and investment management services. Your information may also be used to inform you about other products or services we offer.
What Information We Collect
We gather nonpublic information from three sources: application forms and documents you provide, transaction data generated through your accounts, and consumer reporting agencies.
How We Protect Information
All Extraordinary Trust team members are required to protect the confidentiality of your information. We implement industry-approved security technology including passwords, firewalls, and encryption. Physical, electronic, and procedural safeguards comply with or exceed applicable laws.
Information We Share
We do not disclose any nonpublic information about our clients or former clients to anyone, except as permitted by law.
Correction of Information
You may request corrections to inaccurate information at any time. We will review all requests promptly and make appropriate corrections.
Online Security
Extraordinary Trust maintains a secure network with multifactor authentication, data integrity measures, and transactional privacy protections. We recommend that you:
- Use strong, unique passwords
- Change passwords frequently
- Keep antivirus software current
- Use a personal firewall
- Disconnect from the internet when not in use
If you suspect fraudulent activity, please contact us immediately.
GDPR Privacy Notice
This section applies to residents of the European Economic Area (EEA).
Basis for Data Processing
Personal data collection occurs when required for contract performance or compliance with U.S. laws and regulations.
Personal Data Sources
Extraordinary Trust may obtain personal information about you from other sources to enable us to confirm your identity and financial history.
Recipients of Personal Data
Third-party service providers who receive personal data include investment management firms, accounting services, clearing firms, credit bureaus, and other vendors necessary to service your accounts.
Data Retention
Personal data is retained for the duration of our contractual relationship and longer as required to comply with U.S. banking and securities regulations.
Your Rights
EEA residents possess the right to be informed, access data, request rectification, request erasure, restrict processing, object to processing, and data portability\x{2014}all subject to applicable banking and securities law constraints.
California Resident Rights (CCPA)
California residents may exercise the following rights regarding personal information:
- The right to know how information is collected and used
- The right to delete personal information
- The right to opt-out of the sale of personal information
- The right to non-discrimination for exercising these rights
Personal Information We Collect
We collect personal identifiers (names, dates of birth, addresses, identification numbers, government-issued IDs), financial data (investment experience and product history), protected classification characteristics, internet activity information, publicly available information, employment data, education credentials, and derived inferences.
Sale of Personal Information
Extraordinary Trust does not sell your personal information as defined under the CCPA.
Terms of Use
This website is maintained for your personal use, information, education, and communication. Content may not be distributed, modified, transmitted, or reused for commercial purposes without prior written consent.
Copyright & Accuracy
All content on this site should be assumed to be copyrighted unless otherwise noted. Extraordinary Trust makes no warranties regarding accuracy and assumes no liability for errors or omissions.
Limitation of Liability
Use of and browsing this site is at your own risk. Extraordinary Trust is not liable for direct, incidental, consequential, indirect, or punitive damages arising from website access or use. Content is provided as is without warranty of any kind.
Updates
Extraordinary Trust may update these terms at any time. Continued use of this site constitutes acceptance of any revisions.
Accessibility
Extraordinary Trust complies with Title III of the Americans with Disabilities Act (ADA). Our website follows ADA standards and undergoes accessibility review.
Services for Blind or Low Vision Individuals
Upon request and without charge, we provide: qualified readers, large print materials, oral descriptions, notetakers, form assistance, and wayfinding support.
Services for Deaf or Hard of Hearing Individuals
Upon request and without charge, we provide: sign language interpreters, written notes, notetakers, and amplified or hearing aid compatible phones.
If you encounter any accessibility challenges on our website, we encourage you to contact us so we can assist you.
Last updated: March 2026