Privacy Policy

Leave Your Broker-Dealer collects the information you enter (asset figures, name, email, phone, and current firm) to prepare your estimate and contact you about transition options.

We use analytics tools, including session recording, to understand how visitors use this site. Contact fields are excluded from recordings.

If you attach trailing-12 GDC or AUM reports, we store them privately to prepare for your call. Please remove client names, account numbers and any other client information before uploading. Uploaded files are deleted after 90 days.

We may share your information with a firm you choose to speak with, or with a partner who can help with your transition. We do not sell your information.

When you submit your details, our team is notified through our internal tools (for example, a private Slack channel) so we can follow up.

To request access to or deletion of your information, email hayden.ess@fiduciarycheck.com.