California Privacy Policy Request

“They quickly put our minds at ease as they helped us see how our assets would carry us into the future, how we could plan better for the future.”

– Cathy R.
Dalton, GA

Plans fail for lack of counsel, but with many advisers they succeed.

Proverbs 15:22

California Privacy Policy Request

As a California Consumer you may make a request pursuant to the California Consumer Privacy Act. Please complete the form below to begin the request. Requests through this portal are reserved for California consumers only. Currently, we are unable to accept and process requests for any other states.

If you are a current or past customer of Blue Trust, we may be unable to fulfill your request in order to comply with legal and regulatory requirements. Please review the Blue Trust Privacy Notice for additional information regarding customer rights.

*At Blue Trust we are committed to safeguarding the information you provide us. Learn more about the privacy of your information.