Legal

Privacy Policy

How Rubric Advisors collects, uses, and protects your personal information.

Revised December 5, 2025

What Does Rubric Advisors, LLC Do With Your Personal Information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

Social Security number and income
Account balances and payment history

How?

All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons we choose to share; and whether you can limit this sharing.

Reasons we can share your personal information	Do we share?	Can you limit?
For our everyday business purposes, such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus	Yes	No
For our marketing purposes, to offer our products and services to you	No	N/A
For joint marketing with other financial companies	No	N/A
For our affiliates' everyday business purposes, information about your transactions and experiences	No	N/A
For our affiliates' everyday business purposes, information about your creditworthiness	No	N/A
For our affiliates to market to you	No	N/A
For non-affiliates to market to you	No	N/A
For buying, selling, or sharing of client data gathered for text messaging	No	N/A

To limit our sharing

Please note:

If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Questions?

Call 415-406-6041

What We Do

How do we protect your personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How do we collect your personal information?

We collect your personal information, for example, when you:

Open an account or deposit money

Why can't you limit all sharing?

Federal law gives you the right to limit only:

Sharing for affiliates' everyday business purposes, information about your creditworthiness
Affiliates from using your information to market to you
Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when you limit sharing for an account you hold jointly?

Your choices will apply to everyone on your account, unless you tell us otherwise.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Website Privacy Practices

Cookies and Analytics

Our website may use cookies and similar technologies to improve user experience and analyze site usage. You can configure your browser to refuse cookies, though some features of the site may not function properly as a result. Our interactive financial tools perform all calculations locally in your browser, no financial inputs are transmitted to or stored on our servers.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. We will post any changes on this page with an updated effective date. Continued use of our services after changes are posted constitutes your acceptance of the revised policy.

Contact Us

Rubric Advisors, LLC
2 Embarcadero Center
San Francisco, CA 94111
Email: info@rubricadvisors.com
Phone: 415-406-6041

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