Consumer Data Request

Simple Path Financial

Simple Path Financial (“Company,” “we,” or “our”) provides this Webpage as a means for your to easily exercise your data rights.

You are entitled to be informed whether your personal information is collected, used, stored, and/or disclosed by us. You have the right to correct certain information that we may store about you. You may request, up to twice per 12-month period, to be sent a copy of your personal information that we retain in our files, subject to any applicable exemptions.

In addition, you have the right to request that we delete your personal information from our records, subject to any applicable exemptions. For example, we may retain personal information that is needed to provide you with a requested service, prevent fraud, or to meet our legal obligations). Be advised that we are not able to delete your personal information from any third party’s records unless that third party is a service provider to us.

To exercise your data rights, complete the form at the bottom of this page or call us at 855-737-2831. On receipt of your request, we may request additional information to verify your identity and the validity of your request.

While we strive to appropriately answer all Requests within 10 days of receiving the Request, the Company has up to forty-five (45) days to respond. If we need additional time, we may also inform you that we need up to forty-five (45) additional days to respond and the reason(s) for the additional time.

Before submitting your request, we ask that you review our Privacy Policy and Privacy Notice. These documents provide valuable information about how we collect, use, store, and disclose personal information. You may find the answer you are looking for faster by reviewing these documents than by submitting a request and waiting for our response.

Data Request Form

  • What are your preferred contact methods for questions about your request? (Select All That Apply)
  • Please select the type of personal information request you wish to submit.