Cookie Policy

This Cookie Policy describes how Clarfeld Financial Advisors, LLC (“Clarfeld” “we,” ”our,” “us,” as the case may be) collects and uses cookies about you through our website (“Site”).

  1. What are Cookies?

    A cookie is a small file of letters and numbers that is downloaded and stored on your computer when you visit a website. Cookies are used by many websites and offer a number of benefits, e.g., remembering your preferences, recording what you have put in your shopping basket, and counting the number of people looking at a website.

  2. How do We Use Cookies?

    We use cookies on this Site for the following purposes:

    • Analytical purposes: Analytical cookies allow us to recognize, measure and track visitors to our Site. This helps us to improve and develop the way our Site works, for example, by determining whether site visitors can find information easily, or by identifying the aspects of the site that are of the most interest to them.
    • Usage preferences: Some of the cookies on our Site are activated when visitors to our Site make a choice about how they use our site. Our Site then ‘remembers’ the individual user preferences allowing us to tailor aspects of our Site to each individual user.
    • Terms and conditions: We use cookies on our Site to record when a site visitor has seen a policy, such as this one, or provided consent, such as consent to the terms and conditions on our Site. This helps to improve the user’s experience of our Site – for example, it avoids a user from repeatedly being asked to consent to the same terms.
    • Session management: The software that runs our Site uses cookies for technical purposes needed by the internal workings of our servers. For instance, we use cookies to distribute requests among multiple servers, authenticate users and determine what features of our Site they can access, verify the origin of requests, keep track of information about a user’s session and determine which options or pages to display in order for the Site to function.
    • Functional purposes: Functional purpose cookies store information that is needed by our applications to process and operate. For example, where transactions or requests within an application involve multiple workflow stages, cookies are used to store the information from each stage temporarily, in order to facilitate completion of the overall transaction or request.
    • Third party cookies. When you visit our Site, you may receive cookies that are set by third parties. These cookies are used for the purposes described in the bullet points above. We do not control the setting of these third party cookies, so we suggest you check the third party websites for more information about their use of cookies and how to manage them.
  3. Your Consent

    By continuing to use our Site, you are agreeing to our placing cookies on your computer in order to analyze the way you use our Site. Please read this Cookie Policy carefully for more details about the information we collect when you use our Site.

    If you do not wish to accept cookies in connection with your use of this Site, you must stop using our Site or withdraw your consent as stipulated below.

  4. Withdraw Your Consent

    You may withdraw your consent at any time by adjusting your internet browser settings to delete all cookies. If you do this, however, you may have to manually adjust some of your internet browser preferences every time you visit a site and some services and functionalities may not work.

  5. Control Cookies Through Browser Controls: You can use your web browser to:
    • delete all cookies;
    • block all cookies;
    • allow all cookies;
    • block third-party cookies;
    • clear all cookies when you close the browser;
    • open a ‘private browsing’ / ‘incognito’ session, which allows you to browse the internet without storing local data; and
    • install add-ons and plug-ins to extend browser functionality.
  6. Additional Information: You can visit the below sites for additional information on how you can control, block, and/or delete cookies.

    For additional information about how you may delete or block cookies please visit:

    Internet Advertising Bureau
    Produced by the internet advertising industry, Your Online Choices is an online guide to behavioral advertising and online privacy. The Internet Advertising Bureau website allows you to install opt-out cookies across different advertising networks.

    Google Analytics
    Google has developed a browser add-on to allow users to opt-out of Google Analytics across all websites that use this popular analytics product.