The privacy of your client information has always been important to us at Identi-Fi. We have always been bound by professional standards of confidentiality.
We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization. This information may come from various sources, including information we receive from personal interviews, worksheets and other documents necessary to provide professional services to you.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client.
We collect at your discretion copies of your Social Security Card, Drivers License or Other Photo ID, Passports, Credit Cards, Medical ID Cards, Debit Cards, Checks, EBT Cards, Work ID Cards, Government Payment Cards, or any other item that could potentially compromise your identity.
We restrict access to all your nonpublic personal information to members of our firm who need to know that information to provide you professional services and have been carefully screened. We retain records relating to the professional services that we provide you.
We employ physical, electronic, and procedural security safeguards to protect your nonpublic personal information.
Your confidence and trust are important to us. If you have any questions or concerns regarding the privacy of your non-public personal information, please contact us.
You can download a copy by clicking here.
When you sign up for membership with Identi-Fi, you are giving yourself the peace of mind that if you lose your wallet, your phone, or someone accesses your personal information, you have a frontline defense team working to stop that theft and get your identity restored quickly. Click below to download your application