Regulation P Consumer Privacy Notice
Version: 2026-10-30
Rev. October 2026
| FACTS | WHAT DOES NEXOR VAULT DO WITH YOUR PERSONAL INFORMATION? |
|---|---|
| Why? | Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. |
| What? | The types of personal information we collect and share depend on the product or service you have with us. This information can include:• Trust tax identifier and financial account data• Account activity information and usage data• Trust, estate, and property documents and beneficiary and co-trustee information |
| How? | All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Nexor Vault chooses to share; and whether you can limit this sharing. |
| Reasons we can share your personal information | Does Nexor Vault share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes — to offer our products and services to you | No | We don’t share |
| For joint marketing with other financial companies | No | We don’t share |
| For our affiliates’ everyday business purposes — information about your transactions and experiences | No | We don’t share |
| For our affiliates’ everyday business purposes — information about your creditworthiness | No | We don’t share |
| For our affiliates to market to you | No | We don’t share |
| For nonaffiliates to market to you | No | We don’t share |
| To limit our sharing | • Call (479) 770-9539• Email akshay@nexortech.com• Visit us online: https://www.nexortech.com/#contactPlease note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. |
|---|---|
| Questions? | Call (479) 770-9539, email akshay@nexortech.com, or go to https://www.nexortech.com/#contact |
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| Who we are | |
|---|---|
| Who is providing this notice? | Nexor Vault is a product of Nexor Technologies, LLC, which operates a financial management and trust-administration platform that lets clients view their accounts, holdings, and financial documents in one place, share scoped access with attorneys, advisors, and family, and build trust instruments. |
| What we do | |
|---|---|
| How does Nexor Vault protect my personal information? | 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. For security measures ensuring confidentiality, we utilize encryption software (AES-256), multi-factor authentication, role-based access, audit trails, risk assessments, and an incident response plan. |
| How does Nexor Vault collect my personal information? | We collect your personal information, for example, when you• open an account or provide account information• link your financial accounts or upload documents• use the trust-builder or grant access to othersWe also collect your personal information from other companies. |
| Why can’t I limit all sharing? | Federal law gives you the right to limit only• sharing for affiliates’ everyday business purposes — information about your creditworthiness• affiliates from using your information to market to you• sharing for nonaffiliates to market to youState laws and individual companies may give you additional rights to limit sharing. |
| What happens when I limit sharing for an account I hold jointly with someone else? | Your choices will apply to everyone on your account — unless you tell us otherwise. |
| Definitions | |
|---|---|
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies.• Nexor Vault has no affiliates. |
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies.• Nexor Vault does not share with nonaffiliates so they can market to you. |
| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.• Nexor Vault does not jointly market. |
| Other important information | |
|---|---|
| Nexor Vault, c/o Nexor Technologies, LLC, 5202 SW Blaire Mont Rd, Bentonville, AR 72713. Our Online Privacy Policy describes our practices in more detail. |