How Grand Vision collects, uses, and protects the personal and financial information you share with us.
Grand Vision Family Office LLC (“Grand Vision,” “GVFO,” “we,” “us,” and “our”) provides investment access, wealth strategy, and financial reporting services to a limited number of member families.
This policy explains how we collect, use, share, and protect your information across our website, our investment offerings, and our client financial reporting platform — including financial account information we access through Plaid. It applies to visitors to grandvision.co, prospective and current investors, and members who use our reporting platform.
We collect only the information needed to provide our services. That falls into three buckets:
Information you give us: Your name, email, phone number, and any details you share when you contact us, book a call, or fill out a form. If you move toward investing, we’ll also collect the financial information needed to verify accredited investor status under SEC rules, plus supporting documentation as required.
Information collected automatically: Basic technical data — IP address, browser and device type, pages visited, time on site, and how you got here. We use this to understand how the site is used and to improve it.
Financial account information (via Plaid): If you are a member using our reporting platform and choose to connect a financial account, we receive read-only account information, balances, transactions, and statements from your financial institution. We never receive or store your online banking username or password. See Your Financial Accounts & Plaid below for exactly how this works.
To keep your books and prepare your financial reports, we let you securely connect your financial accounts using Plaid Inc. (“Plaid”), a trusted data-connectivity provider used by thousands of financial apps.
When you link an account through Plaid Link, you authenticate directly with your financial institution — we never see, receive, or store your online banking credentials. Plaid then provides us with read-only account details, balances, transactions, and statements.
Our access is read-only. We use connected-account data solely to categorize transactions, reconcile accounts, and prepare the reports and dashboard available to you. We cannot move funds, initiate payments, or make any changes to your accounts.
By connecting an account through Plaid, you agree that Plaid may collect, use, and share your information in accordance with the Plaid End User Privacy Policy. We encourage you to review it to understand Plaid’s role.
Disconnecting is easy. You can unlink an account at any time by contacting us at [email protected], through your financial institution’s connected-apps settings, or through the Plaid Portal at my.plaid.com. When you disconnect, we promptly revoke our access to that account.
We use the information we collect to:
Some transaction categorization is performed by trusted service providers using automated and AI-assisted processing, under confidentiality obligations and only for the purposes described here.
“We don’t sell your personal or financial information. Period.”
We share information only when necessary, and only with parties who need it. We do not sell your personal or financial information, and we do not use it for advertising.
Plaid’s own collection and processing of your information is described in the Plaid End User Privacy Policy.
Our website uses cookies and similar technologies for basic functionality and analytics. Most browsers let you control or disable cookies in your settings. If you disable them, parts of the site may not work as intended.
We don’t use cookies for targeted advertising.
You can:
To make a privacy request, email [email protected]. We’ll honor verified requests within the timeframes required by applicable law, except where retention is legally required. Depending on where you live (for example, California), you may have additional rights under state privacy laws.
We use strong technical and organizational measures to protect your information from unauthorized access, loss, or misuse. All data is encrypted in transit using TLS 1.2 or better and encrypted at rest. Access is restricted to authorized personnel under least-privilege controls, with phishing-resistant multi-factor authentication and a zero-trust architecture in front of administrative systems. No system is ever 100% secure, but we work hard to maintain appropriate safeguards, and our security program is reviewed regularly.
We keep your information only as long as needed for the purposes described above — or longer where required by law. We generally retain financial books and records for seven years, consistent with financial recordkeeping requirements and SEC rules for investors. When we no longer need your information, we dispose of it securely.
This website and our services are intended for adults. We don’t knowingly collect information from anyone under 18.
We may update this Privacy Policy from time to time, and we review it at least annually. The effective date above will be updated whenever we make material changes, which we’ll post on this page.
If you have questions about this policy, how we handle your information, or want to make a privacy request, reach out:
Grand Vision Family Office LLC
General questions: [email protected] · (515) 400-3013
Privacy & security requests: [email protected]