William Harris Investors/WHI Trust Company Privacy Notice
As a client of our firms, you entrust us with your personal and financial information. We value that trust and want you to understand how we use and protect your information. Your relationship with us is built on confidence, and we are committed to acting responsibly on your behalf. If we make changes to our Privacy Notice, we will post the revised notice on this site with a new "Last Updated" date. We are here to answer your questions.
Personal Information We Collect
Personal Information is information which uniquely identifies you, such as your name, email address, billing information, or other data that can be reasonably linked to you by the firm. We collect Personal Information to help us service your accounts and to deliver an exceptional experience.
The kind of information we collect depends on your interactions with us, the products and services you ask us to provide and what we need to maintain your accounts. Additionally, some service providers (for example, custodians) may share your information with us for specific purposes, such as to verify your identity and protect your accounts and financial information.
Information you provide to us.
You may provide Personal Information to us through direct personal interaction or via our website. For example, you may register on our website to use our services, view your accounts, or upload relevant tax or other information. In doing so, you may provide us with certain personal details (e.g., your name, email address, telephone number, date of birth, income, tax-related information). You may also provide Personal Information when you contact us via email, phone, or other electronic means.
Information we collect from other sources.
We may collect Personal Information from third parties such as custodian, consumer reporting agencies or other providers.
Information we collect automatically as you use our website.
We collect Personal Information and information about your devices, browsers, and internet activity as you use and interact with our websites. The information we collect includes unique identifiers, browser types and settings, device types and settings, operating systems, mobile network information including carrier name and phone number, and application version numbers. We also collect information about the interaction of your browsers and devices with our websites, such as IP address, device type, system activity, wireless carrier name (when you use a wireless or mobile device), and the date, time, and referrer URL of your request.
The firms’ website may store or retrieve information on or about your browser, mostly in the form of small files called cookies and similar technologies (together, "cookies"). Cookies ensure our websites work as intended, allow us to capture and personalize your preferences, and improve your overall user experience.
Our cookies are organized into the following categories:
- Necessary Cookies
Our website needs these cookies to function. Necessary cookies are usually set when you take a specific action, such as logging in, setting your privacy preferences, and completing forms. - Functional Cookies
These cookies help us personalize our websites and enhance how they function. Functional cookies can be set by us or by a third-party provider servicing our website. - Analytical Cookies
These cookies help us track how our website performs, such as counting visits, traffic sources, and other data points. Analytical cookies help us learn which pages perform best, which ones need work, and how visitors like you navigate the website. The information from these cookies is analyzed at an aggregate level.
To disable cookies, adjust the settings on your browser (e.g., Chrome, Edge, Safari). Disabling cookies may modify your experience on or ability to navigate our website.
How We Use and Share Your Personal Information
We use Personal Information for a variety of purposes, including to:
- Process transactions at your request for services, products, or information.
- Maintain and service your account.
- Comply with our legal and regulatory obligations.
- Maintain the safety, security, and integrity of our business.
We share information about you:
- With trusted service providers who support and help develop our products and services. Our service providers are contractually committed to our standards for safeguarding your information.
- To protect the rights, property, or safety of our firm, our customers, or others. This may include exchanging information with other companies and organizations for fraud protection and credit risk reduction.
- To comply with legal and regulatory obligations, including cooperation with law enforcement, judicial orders, subpoenas, and regulatory inquiries.
We do not, and will not, sell Personal Information (whether provided via email, phone, SMS, or other electronic means) to any third party for marketing or other purposes.
Personal Information about Children
Our website is not intended for children under 13 years of age. We do not knowingly collect Personal Information from children under 13 unless the Personal Information is provided by a parent, legal guardian, or authorized adult. If you believe we might have any information directly from a child under 13, please contact us at whiclientservices@whi.com.
How We Safeguard Your Personal Information
To protect your Personal Information from unauthorized access and use, we use security measures that comply with federal law. To learn more about security at WHI/WHITCO, visit https://whitrustcoportal.com.
Information and Manage Preferences
If you would like to opt out or manage your preferences with respect to receiving communications from us, or if you have any questions, concerns, complaints, or suggestions regarding our Privacy Notice or the ways in which we collect and use your Personal Information, have any requests related to your Personal Information pursuant to applicable laws, or otherwise need to contact us, please contact our Client Services group at whiclientservices@whi.com.
Last Updated: 6/17/2025