What does Newport do with your Personal Information?

Why? Financial companies choose how they share your personal information. Federal and state 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.
The types of personal information we collect and share depends on the product or services we provide to you.
This information can include:
  • your name, date of birth, address and social security number
  • your account balance and transaction history
  • certain personal preferences and investment choices
  • employment, education, medical history and marital status
  • certain biometric information such as voiceprints
  • website usage including browsing history and domain name
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 we choose to share this information; and whether you can limit this sharing.
Reasons we can share your personal information Does Newport share this Information? Can you limit this sharing?
For our everyday 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 other 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.
Yes No
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
Questions Call the Privacy Policy Line at 888-913-3600 or go to .
Who We Are
Who is providing this notice? Newport Group, Inc. and its affiliates. A list of our affiliates is below.
What We Do
How does Newport 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. To learn more about security at Newport, please click here.
How does Newport collect my personal information?
We collect your personal information, for example, when you:
  • open an account or an account is opened on your behalf, for example, by your employer
  • provide account information or give us your contact information
  • take a distribution from your account
  • make or change an investment choice
We also collect your personal information from others, such as your employer, affiliates and 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 you
State laws and individual companies may give you additional rights to limit sharing. See below for more information on your rights under state law.
Companies related by common ownership or control. They can be financial or nonfinancial companies.
our affiliates include, but are not limited to:
  • Newport Group Securities, Inc.
  • Newport Trust Company
  • Newport Consulting, LLC
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • We do 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.
  • We do not jointly market
Other important information
We collect health and medical information on the behalf of non-affiliated insurance carriers that provide insurance services.
California Residents:
For California residents, please click here to receive additional information on your rights under the California Consumer Privacy Act.

All Other States and International Laws:
States and other countries may provide for additional rights regarding your personnel information. You may obtain further information by contacting the Privacy Policy Line at 888-913-3600 or going to .