Financial Administration Co.
Client Portal

Last updated · November 8, 2026

Privacy Policy

Financial Administration Co., LLC, a Delaware limited liability company doing business as Financial Administration Co. (“Financial Administration Co.,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit our website, contact us, or work with us as a client.

  1. Information We Collect

    We collect personal information that you voluntarily provide to us, information provided in the course of a client relationship, and limited technical information about how our website is used. This may include:

    • Contact Data: Name, email address, telephone number, and the content of messages you send us, including through the contact form on this website.
    • Client Information: Where you become a client, information needed to deliver the services we have agreed to coordinate, such as details of your accounts, providers, documents, and the matters you ask us to handle.
    • Usage Data: Technical information such as your IP address, browser type, operating system, and the pages you visit, collected by our hosting provider and, only if you consent, by analytics tools.

    Please do not send passwords, account numbers, identification documents, or other sensitive financial information through the contact form or by ordinary email. Where we need confidential information, we will explain an appropriate way to provide it.

  2. How We Use Your Information

    We use personal information for the following business purposes:

    • To respond to your inquiries and explain whether and how we can help.
    • To provide, administer, and bill for the services set out in a client arrangement.
    • To coordinate with the independent specialists and providers involved in your matters.
    • To send administrative information about your relationship with us.
    • To operate, maintain, and secure this website and to protect our services from fraud and abuse.
    • To comply with legal, regulatory, and recordkeeping obligations.

    We do not sell personal information, and we do not use it for targeted advertising.

  3. Sharing Your Information

    We only share information with your consent, to comply with laws, to respond to inquiries or communications you initiate, to protect our rights, or to fulfill business obligations. In particular, we may share information:

    • With Independent Specialists and Providers: With the accountants, attorneys, financial advisers, banks, insurers, and other providers involved in a client’s matter, to the extent the client has asked or authorized us to coordinate with them. Each provider handles that information under its own professional obligations and policies.
    • With Service Providers: With companies that host our website, process form submissions, or provide email and similar services to us, who may use the information only to provide those services.
    • For Legal Reasons: Where required by applicable law, governmental request, judicial proceeding, court order, or legal process, or to protect the rights, property, or safety of Financial Administration Co., our clients, or others.
    • In a Business Transfer: In connection with a merger, acquisition, or sale of all or part of our business, subject to this Privacy Policy.

    We may process or share information based on the following legal bases:

    • Consent: Where you have given us specific consent to use your personal information for a specific purpose.
    • Legitimate Interests: Where it is reasonably necessary to achieve our legitimate business interests.
    • Performance of a Contract: Where we have entered into an arrangement with you and need the information to fulfill it.
    • Legal Obligations: Where we are legally required to do so.

  4. Cookies and Tracking Technologies

    This website uses only what is necessary for it to function, including browser storage that records your cookie preference. Analytics cookies are used only if you select “Accept all” in the cookie notice; if you select “Necessary only,” they are not used. You can change your choice at any time: .

    Most web browsers are set to accept cookies by default. If you prefer, you can usually set your browser to remove or reject cookies.

  5. Third-Party Websites

    This website contains links to websites operated by others, including the Client Portal sign-in. Information you enter on those websites, including any credentials, is collected by their operators under their own privacy policies, not by Financial Administration Co. We do not receive the credentials you enter there.

  6. Data Security

    We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

  7. Data Retention

    We keep personal information for as long as needed for the purposes described in this Privacy Policy, including to provide our services and to meet legal, accounting, and recordkeeping requirements. Inquiries that do not lead to a client relationship are kept only as long as reasonably needed to respond and follow up.

  8. Your Choices and Rights

    You may ask us to access, correct, or delete personal information we hold about you, or to stop sending you communications. Depending on where you live, applicable law may give you additional rights. To make a request, contact us using the details below. We may need to verify your identity before responding, and some information may need to be retained where required by law.

  9. Policy for Children

    We do not knowingly solicit information from or market to children under the age of 18. If we learn that we have collected personal information from a child under age 18 without verification of parental consent, we will delete that information as quickly as possible.

  10. Changes to This Policy

    We may update this Privacy Policy from time to time. The updated version will be indicated by an updated “Last updated” date and will be effective as soon as it is accessible. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

  11. Contact Us

    For any questions about this Privacy Policy or to make a request about your personal information, please email [email protected] or write to us through our contact page.