Your information, handled with care.

Who we are

Asset Trust, Inc. is a New Mexico-chartered non-depository trust company regulated by the New Mexico Financial Institutions Division (NM FID), providing custody services for self-directed IRAs and other retirement accounts. Our website address is https://www.assettrustira.com.

Information we collect

Information you provide to us

In the course of operating the Site and providing our services, we may collect:

• Contact information, such as your name, mailing address, email address, and phone number
• Identifying information required to open or administer an IRA custody account, such as date of birth, Social Security number or Taxpayer Identification Number, and government-issued identification
• Financial information relevant to your account, including funding sources, asset holdings, beneficiary designations, and transaction instructions
• Information submitted through contact forms, account applications, or correspondence with our team
• Any other information you voluntarily provide when communicating with us

Information collected automatically

When you visit the Site, we and our service providers may automatically collect certain technical information, including:

• IP address and general device or browser information
• Pages visited, time spent on the Site, and referring or exit pages
• Cookies and similar technologies used to support Site functionality and security

Cookies

If you have an account and log in to the Site, we may set cookies to keep you logged in and to remember your display preferences. Login cookies are used only to support your session and are removed when you log out. We do not use cookies on the Site for third-party advertising purposes.

Media and embedded content

Images or files you upload to the Site may contain embedded location data (EXIF GPS). We recommend avoiding uploads of images with location data included. Pages on the Site may include embedded content (such as videos) from other websites, which behaves as if you visited that other website directly and may be subject to that site's own privacy practices.

How we use your information

We use the information we collect to:

• Open, administer, and service your self-directed IRA custody account
• Verify your identity and comply with applicable regulatory, tax, and anti-money-laundering (AML/CFT) obligations
• Process transactions, distributions, and transfers you direct
• Communicate with you about your account, our services, and matters affecting your account
• Maintain the security, integrity, and proper functioning of the Site
• Meet recordkeeping and reporting requirements imposed by the NM Financial Institutions Division, FinCEN, the IRS, and other applicable regulators

We do not sell your information

Asset Trust, Inc. does not sell, rent, or lease personal information collected through the Site or in connection with our custody services to third parties. Information you provide is used only for internal company purposes: servicing your account, meeting our regulatory obligations, and operating our business.

How we share your information

We may share information with:

• Service providers who perform functions on our behalf (such as trust accounting, identity verification, or IT infrastructure providers), under obligations to safeguard your information
• Regulators and government agencies where required by law, examination, or reporting obligation, including the New Mexico Financial Institutions Division and FinCEN
• Third parties you direct us to work with in connection with your account, such as receiving custodians on a transfer you request
• Professional advisors (legal, audit, or compliance) as needed to operate our business

We do not share your information with third parties for their independent marketing purposes.

How long we retain your data

We retain account and transaction records for as long as your account remains open and for the period thereafter required by applicable trust, tax, and AML/CFT recordkeeping regulations. Information submitted through general Site contact forms that does not relate to an open account is retained only as long as reasonably necessary to respond to your inquiry, unless we are otherwise required to keep it.

Your rights

Subject to applicable law and our regulatory recordkeeping obligations, you may request to:

• Receive a copy of the personal information we hold about you
• Correct inaccurate information in your account records
• Request deletion of personal information that we are not otherwise obligated to retain for administrative, legal, tax, or regulatory purposes

To make a request, please contact us using the information below. Note that as a regulated trust company, certain account and transaction records must be retained regardless of a deletion request, in order to comply with our obligations to the New Mexico Financial Institutions Division, FinCEN, and the IRS.

Data security

We maintain administrative, technical, and physical safeguards designed to protect the personal information we collect, consistent with our obligations as a regulated trust company. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Third-party links

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites, and we encourage you to review their privacy policies separately.

Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The effective date at the top of this page indicates when it was last revised.

Contact us

If you have questions about this Privacy Policy or wish to make a request regarding your personal information, please reach us at info@assettrustira.com or through our contact page.