Welcome to our secure online enrollment and account log-in center ("Site"). You will be setting-up a self-directed account with Provident Trust Group LLC ("Provident"), an IRA Administrator that specializes in self-directed accounts and committed to protecting your privacy.

Under federal law, we are required to give you this privacy notice. It describes our privacy policy and practices concerning the personal information we collect and disclose about our clients. It also includes information about the parties who may receive personal and sometimes nonpublic information from Provident as they conduct their business of your administrator.

If after reading this notice you have questions, please contact us at 800-447-3930; or at info@selfdirectedplans.com. 

We collect nonpublic personal information about you from the following sources:

• Information we receive from you your enrollment applications and other forms.
• Information about your account transactions.
• Information obtained when verifying the information you provide on your application or other forms.

All of the information collected, as described above, may be disclosed as permitted by law.

In order for Provident to conduct business as your administrator, they may disclose all of the information collected, as described above, to companies like us or MySelfDirect LLC that perform marketing or other services on their behalf or to other financial institutions with whom Provident has joint marketing agreements with so that we may provide our clients competitive products and services.
Provident may also disclose nonpublic personal information about you under circumstances as permitted or required by law. These disclosures typically include information to process transactions on your behalf, conduct the operations of our administrator, and follow your instructions as you authorize, or protect the security of our financial records.
To protect our clients' privacy, we only work with companies that agree to maintain strong confidentiality protections and limit the use of information we provide. We do not permit these companies to sell the information we provide to other third parties.

Disclosure of Information about Former Clients

If you terminate your account or plan with Provident, we will not share information we have collected about you, except as may be permitted or required by law.

How We Protect Your Information

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, or procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

What Clients Can Do to Help

We are committed to protecting the privacy of its clients. Clients can help by following these simple guidelines:

• Protect your account numbers, PINs (personal identification numbers) or passwords.
• Use caution when disclosing your account numbers, social security numbers, etc. to other persons. If someone calls you explaining the call is on behalf of the administrator and asks for your account number, you should beware. Official administrator staff will have access to your information and will not need to ask for it.
• Keep your information with us current. If your address or phone number changes, please let us know.
• It is important that we have current information on how to reach you. If we detect potentially fraudulent or unauthorized activity or use of an account, we will attempt to contact you immediately.
• Let us know if you have questions. Please do not hesitate to call us - we are here to serve you!

Right to Change This Privacy Policy

We reserve the right to change this Privacy Policy at any time. If you continue to use this website, we ask that you periodically review this page to insure you are familiar with the most current version of our Privacy Policy.