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vendor approval request
To protect client data and maintain our fiduciary duty, any vendor that interacts with client information must be reviewed and approved in advance, thank you for helping!
requested by
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vendor name
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URL
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description and use case
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does this vendor access non-public client information?
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does the vendor offer data encryption (at rest and in transit)?
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where is data hosted?
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link to vendor's cybersecurity overview
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link to vendor's privacy policy
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I certify that I have access to and agree to the terms of our Privacy and Cybersecurity Policies
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I certify that I have access to and agree to the terms of our Privacy and Cybersecurity Policies
Yes
date requested
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Submit
