Privacy Policy

Kowalski Financial is committed to online privacy.

Visitors may browse the Kowalski Financial website to learn about our many services, get delayed quotes and find career opportunities without giving any personal information. Any information collected on this site is used only to find the needed information and is not kept in any format. Personal information is only made available when site visitors volunteer it, through our Contact Us page, to request that a Kowalski Financial advisor contact them. This information is sent to the financial advisor through e-mail and is not collected in any other format.

Website visitor information (with respect to non-clients) is collected with the use of computer IP addresses on an aggregate, anonymous basis, in which no personal information is associated with the data. This data is gathered through the use of web server log files where site activity is stored. The information is used to help diagnose problems with our server, measure the use of our website content and to administer our website. None of the information gathered by the web server is associated with a site visitor as an individual. Although this contains no personal information other than the IP address, it may be used to track down an individual who is attacking or misusing our resources. Cookie files are used on the site to help visitors navigate the site more easily.

We do store information regarding actions taken by clients when they access their client accounts. This information may be provided to the client’s financial advisor and to other Kowalski Financial employees who provide services or products to the client.

Kowalski Financial offers online services via Client Access to a limited segment of its client base. To protect our client information, users are required to log in using a unique user name and password. Kowalski Financial uses encryption technology to secure client data as it is being transferred between computers and also has implemented a combination of computer hardware and software to keep unauthorized users from accessing information on Kowalski Financial’ computer network.

This site contains links to other websites. Kowalski Financial.com is not responsible for the privacy practices or the content of such websites.

The Kowalski Financial Internet Privacy Statement applies to U.S. clients and website visitors only.

Kowalski Financial, Inc. may change this privacy statement at any time. Any changes or updates will be effective immediately upon posting to this site.