FidSafe® Privacy Policy


This Privacy Policy applies to FidSafe® which is owned and operated by Fidelity Wealth Technologies, LLC. It describes how FidSafe collects and uses the personal information you provide through our website and other FidSafe applications and how the privacy and security of this information and your Account Content is maintained. This Privacy Policy also describes how you can access and update this information. In connection with this Policy, you should review and understand the FidSafe Terms of Service (User Agreement) and FidSafe Security Policy.

Personal Information That You Provide

When you use FidSafe, we collect some personal information about you, such as your name, date of birth, telephone number and email address. If you decide to use FidSafe’s sharing functionality, you provide similar information about your sharing partner, such as name and email address. In addition to this information, we may also collect technical and navigational information such as computer or other device, browser type, Internet Protocol address, web pages visited and time spent on the FidSafe website, and Content-related information such as document file name, size and type.

FidSafe may use information about you, such as your name, email address and date of birth, to service and protect your Account, communicate with you and make you aware of new FidSafe products and services. This information may also be shared with affiliated Fidelity Investments companies to perform administrative and other services for FidSafe. The technical and navigational data collected may be used by FidSafe and its affiliates for analytical purposes, improving the FidSafe product and customer experience and to protect your Account.

If you want to update your personal information or close your Account, you can do so on the website’s profile page. Or, you may contact us by telephone or postal mail at the contact information listed at the end of this Policy.

Your Account Content

Your Account Content includes the various electronic files and information uploaded and input into your FidSafe Account. Access and use of your Account Content by you and your sharing partners is controlled by you. FidSafe contracts with a limited number of third-party service providers to furnish and support FidSafe services including the storage of your encrypted Account Content. Your Account Content remains encrypted and is not accessed, used or shared by FidSafe or its third-party service providers for any purpose, except at your direction or as required or permitted by law.

FidSafe also makes its services available to affiliated and unaffiliated organizations so they, at your request, may make documents and other electronic files available to you and you to them. If you choose to use FidSafe through your relationship with any of these organizations, FidSafe may upload electronic files into your Account as instructed by you either directly or as forwarded by that organization. In addition, certain activity information such as the date and time you retrieved an electronic file may be made available to that organization.

Data Retention

We retain your personal information and your Account Content for as long as your Account is active, or as needed to provide you services, and as necessary to comply with our legal obligations.

Information Sharing

Your personal information, Account Content and technical and navigational data are only accessed, used and shared in the ways that are described in this Privacy Policy. We may also access and disclose your personal information, Account Content and technical and navigational data as required or permitted by law, such as to comply with a subpoena, or similar legal process, to protect your safety or the safety of others, investigate fraud or respond to a government request.

Protecting Your Information

The security of your personal information and electronic files is taken very seriously by FidSafe. All of your Content is considered highly sensitive information and is treated with a commensurate level of security and protection. Physical, electronic and procedural controls are maintained to protect the confidentiality, security and integrity of your Account Content and these controls are adapted to respond to changing requirements and advances in technology. While we cannot guarantee absolute security, our efforts include firewall barriers, encryption of your Content while in transit and at rest, authentication procedures, and audit logs, among others, designed to maintain the security of your Content and prevent unauthorized access.

Cookies and Other Online Technologies

When you access FidSafe from a computer or other device, we may collect certain information from that device about your browser type, location and Internet Protocol address through cookies or similar technologies.

Cookies are small amounts of data that a website sends to a web browser or application on a visitor’s computer or other device. We use cookies to support the operation of this site and other FidSafe applications. For example, our session cookies are used for authentication purposes, which are necessary to provide you with the services available through our website and to use certain features such as access to secure areas. We do not link the information we store in cookies to any personal information you submit while on our site or other FidSafe applications. If you reject cookies, you will not be able to access our website or other FidSafe applications.

Our third-party service providers also use cookies to collect information that is analyzed in aggregate form to help us understand how our website is being used. Our third-party service providers may also employ clear gifs, images, and scripts that help them better manage content on our site. These third party cookies or similar technologies may be able to recognize your computer or device both when you visit our website or another website serviced by that third party. The use of cookies by our third party service providers is covered by this Privacy Policy. We do have access and control over these cookies.

FidSafe also uses tools, such as Google Analytics, to help us analyze how you and other visitors use our website and to improve its functionality.  FidSafe does not provide any personal information about you to Google Analytics and any information collected by Google is done anonymously without identifying an individual user.  We do not associate information collected by Google Analytics with information you may have provided to us.  For more information on Google Analytics, including how to opt-out, click here.

Protecting Children’s Privacy Online

FidSafe’s website and other FidSafe applications are not directed to individuals under the age of thirteen (13).  FidSafe does not intentionally collect information on FidSafe’s website or other FidSafe applications from those we actually know are under the age of  13, and we request that these individuals do not provide personal information through the site and other applications.

Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes to our information practices. If we make any material changes we will notify you by email or by means of a notice on the site when the change is to become effective. We encourage you to periodically review this page for the latest information on our privacy practices.

Contact Us


Fidelity Wealth Technologies, LLC

245 Summer Street, V7A

Boston, MA 02210


Revised and effective October 2018.

©2019 FMR LLC. All rights reserved.