Skip to content
  • Platform
  • For organizations
    • Financial Institutions
    • Advisory & Wealth Firms
    • Employers
  • Your people
  • About
    • Company
    • Meet Finn
Log in

Log into Troutwood

Individual See your total financial picture Opens in a new tab Advisor and Organization Manage clients, teams, and reporting Opens in a new tab

New to Troutwood? Schedule a demo

Request a demo

Legal

Disclosures

Last Modified: October 1, 2024

All documents

  • Terms of Use
  • Disclosures
  • Policies
  • Trust CenterOpens in a new tab
  • CCPA Privacy

On this page

  • Mobile Application Privacy Disclosure
  • Scope
  • Personal Information
  • Use and Sharing
  • Your Choices
  • Important Information
  • How to Contact Us

Mobile Application Privacy Disclosure

Scope

This privacy statement applies to information collected about you by the Troutwood App ("App"), provided by Troutwood, Inc. ("Company" or "We").

Personal Information

We collect personal information directly from you, for instance when you register with us, and through your transactions with us. We also use common technologies, such as cookies and beacons, in our App to collect information about you.

We collect browser history using the App and may collect other information about you in the future.

For more information about the information we collect, including more information about what we mean by the terms above, click here Privacy Policy.

Use and Sharing

We use your personal information to provide you with the services you request, and we may share your information with third-parties that we hire to help us provide products and services to you.

For more information about how we use and share your information, including more information about what we mean by the terms above, click here Privacy Policy.

Your Choices

  • You may create or change your privacy preferences by editing your profile settings.
  • You may request removal from our database by emailing us at support@troutwood.com.

Important Information

You can view our full privacy policy here Privacy Policy.

How to Contact Us

You may email us at support@troutwood.com or write to us directly at:

Troutwood, Inc.
2286 Sylvan Drive
Pittsburgh, PA 15237

Questions about this document? Write to support@troutwood.com, or use the contact form. Troutwood, Inc., Pittsburgh, Pennsylvania.

Platform

  • Overview
  • Bridge
  • Guide
  • Execute
  • Security

For organizations

  • Financial Institutions
  • Advisory & Wealth Firms
  • Employers

For people

  • Get the app
  • Financial Success Center

Company

  • About
  • Meet Finn
  • Careers
  • Contact
  • MerchOpens in a new tab
  • Terms of Use
  • Disclosures
  • Policies
  • Trust CenterOpens in a new tab
  • CCPA Privacy
AICPA SOC for Service Organizations Opens in a new tab

© 2026 Troutwood. All rights reserved.

Disclosure: All investments have the potential for loss. Past performance is no guarantee of future results.

This site is protected by hCaptcha and its Privacy Policy and Terms of Service apply.