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.

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.

**All financials are as of 12/31/25 and subject to change.

California Privacy Policy Request

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