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.

Our commitment to privacy

SignatureFD is committed to maintaining the confidentiality, integrity, and security of personal information about our current and prospective customers. In this policy, personal information means information about an individual that is collected or maintained for business purposes and by which the individual can be identified.

Your digital privacy

Privacy, security, and service in SignatureFD’s online operations are just as critical as in the rest of our business. We use firewall barriers, encryption techniques, and authentication procedures, among other controls, to maintain the security of your online session and to protect SignatureFD accounts and systems from unauthorized access.

When you use our digital offerings, we may collect technical, navigational, and location information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on our digital offerings. We use this information for various purposes, such as maintaining the security of your session, facilitating site navigation, improving SignatureFD’s website design and functionality, and personalizing your experience. Additionally, the following policies and practices apply when you are online.

Cookies and similar technologies

SignatureFD and our third-party service providers may use cookies and similar technologies to support the operation of our digital offerings. Cookies are small amounts of data that a website or online service exchanges with a web browser or application on a visitor’s device (for example, computer, tablet, or mobile phone). Cookies help us collect information about users of our digital offerings, including date and time of visits, pages viewed, amount of time spent using our digital offerings, or general information about the device used to access our digital offerings. SignatureFD cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie or delete cookies from your device, you may experience some inconvenience in your use of our digital offerings. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device, or your online preferences.

 Other Important Information

At times, we may disclose nonpublic personal information to financial service providers, including but not limited to CPAs, mortgage brokers, or insurance companies, at your request. We may also disclose nonpublic personal information such as name, brokerage account number, and tax ID to a third-party service provider in connection with filing class action securities claims on your behalf. You may opt out of this service at any time by calling our main phone number 404.253.7600 and asking to speak with your service team.

In addition, SignatureFD may share client and prospect information for non-affiliates to conduct marketing research on our behalf. We share your personal information with data-matching tools so we can identify and market to clients and prospective clients of the firm. You may opt out of this service at any time by emailing our marketing team at