Protecting Your Ownership Experience
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Portfolio Privacy Policy

Updated June 1, 2018




This Privacy Policy (the “Policy”) applies to Portfolio Holding, Inc. and all of its subsidiaries and affiliates (collectively, “Portfolio”).




Portfolio recognizes the importance of keeping your information secure. This Policy is intended to explain how any information you provide through Portfolio’s website and mobile app (the “Sites”) will be treated, ensuring the most effective protection possible. The Policy may be updated or modified from time to time; any material changes to the Policy will be posted to the Sites before the change is put into effect.


Information We May Collect





Portfolio is the sole owner of any information collected by or through the Sites. No personal information will be collected unless voluntarily submitted by email or through any of the forms or links on the Sites. None of your information will be shared with any third party, other than as necessary to fulfill your request.


Your information is protected. Any personal information you provide is encrypted during transmission and stored on a secure server. Portfolio and its service providers maintain all information with the utmost confidentiality.


You may opt out of any future contact from Portfolio through the Sites. Additionally, should you wish to see what data we have about you, change or correct any data we have about you, or have Portfolio delete any data we have about you, please direct your request to




The Sites may provide links to other websites, including those of Portfolio’s subsidiaries and affiliates, as well as third party websites. Unless expressly stated, Portfolio does not control these websites and this Policy does not apply. You should review the privacy policy of any linked website.




This Sites may use what are known as “cookies”. Cookies are pieces of data which help websites store information between sessions and to maintain information about the data you have reviewed or requested during your session. Cookies do not collect any personal information. In the event that you do not wish cookies to store any information, you are free to set your browser permission to prompt or decline cookies. Our Sites do not require the grant of cookies for use.




Your use of the Sites indicates your acknowledgement and consent to this Policy. Should you disagree with the Policy, please do not use the Sites.


Questions or Concerns


If you have any questions or concerns about the Policy, you may contact Portfolio at or (800) 705-4001.