The notice says Intuit shares personal information for everyday business, including processing transactions, maintaining accounts, responding to court orders and legal investigations, and reporting to credit bureaus. Its table marks this sharing as something you cannot limit. California residents have the additional limits described in the notice: nonaffiliate sharing must be allowed by law, and sharing among Intuit companies is limited as California law requires.
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| For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| Reasons we can share your information | Does Intuit share? | Can you limit this sharing? |
All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons Intuit chooses to share; and whether you can limit this sharing.
For California Customers: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts. We will limit sharing among our companies to the extent required by California law.
Cross-references
qualified by (model-proposed): California sharing is limited by state law — The everyday-business row says sharing cannot be limited, while the California provision separately restricts nonaffiliate and within-group sharing as state law requires. The business card carries that regional qualification.
Intuit shares information to market its own products
Intuit says it shares personal information to offer its own products and services to you, and the table says you cannot limit this sharing. This describes Intuit’s own marketing. California’s separately stated limits on nonaffiliate and within-group sharing still apply where relevant.
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| For our marketing purposes— to offer our products and services to you | Yes | No |
| Reasons we can share your information | Does Intuit share? | Can you limit this sharing? |
For California Customers: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts. We will limit sharing among our companies to the extent required by California law.
Intuit shares for joint marketing with financial companies
Intuit says it shares information for joint marketing with other financial companies, and its table says you cannot limit this sharing. Joint marketing means a formal agreement between unrelated financial companies to market financial products or services together; Intuit identifies its partners as financial service companies. This is distinct from sharing for nonaffiliates to market to you on their own. The notice also states California limits on nonaffiliate sharing and Vermont restrictions on disclosures to nonaffiliated third parties for marketing, subject to permitted-by-law or authorized disclosures.
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| For joint marketing with other financial companies | Yes | No |
| Reasons we can share your information | Does Intuit share? | Can you limit this sharing? |
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. § Our joint marketing partners are financial service companies.
| For nonaffiliates to market to you | No | We don’t share |
For California Customers: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts. We will limit sharing among our companies to the extent required by California law.
For Vermont Customers:
Intuit and Credit Karma will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
Cross-references
contrast (model-proposed): Intuit says it does not share for nonaffiliates’ marketing — The notice allows joint marketing under a formal agreement with unrelated financial companies while saying it does not share for nonaffiliates to market to you. The different stated arrangements explain the tension; this is not a finding that the provisions contradict each other.
Affiliates receive transaction and experience information
Intuit shares information about your transactions and experiences for affiliates’ everyday business purposes; the table says you cannot limit this sharing. Affiliates are companies under common ownership or control, including the named Intuit businesses. This row concerns transactions and experiences, rather than creditworthiness. For California residents, sharing among Intuit companies is limited to the extent California law requires.
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| For our affiliates’ everyday business purposes— information about your transactions and experiences | Yes | No |
| Reasons we can share your information | Does Intuit share? | Can you limit this sharing? |
Companies related by common ownership or control. They can be financial and nonfinancial companies. § Our affiliates include companies with the Intuit name (operating as TurboTax, QuickBooks, Mint, Credit Karma, and Mailchimp)
For California Customers: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts. We will limit sharing among our companies to the extent required by California law.
Creditworthiness sharing with affiliates has purpose limits
Intuit says it does not share creditworthiness information with affiliates for their everyday business purposes. Its footnote permits sharing that information with affiliates for other purposes with your consent. The Vermont provision also restricts Intuit and Credit Karma’s disclosure of creditworthiness to affiliates, except as permitted by Vermont law or with your authorization; California limits within-group sharing as required by California law.
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| For our affiliates’ everyday business purposes— information about your creditworthiness | No | We don’t share* |
| Reasons we can share your information | Does Intuit share? | Can you limit this sharing? |
*We do not share information about your creditworthiness with affiliates for their everyday business purposes. However, we may share information about your creditworthiness with affiliates for other purposes, with your consent.
For Vermont Customers:
Intuit and Credit Karma will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
For California Customers: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts. We will limit sharing among our companies to the extent required by California law.
Cross-references
qualified by (model-proposed): Vermont disclosures need authorization or a legal exception — The general creditworthiness row and consent footnote must be read with the Vermont restriction on disclosure to affiliates, including its permitted-by-law and authorization exceptions.
Intuit says it does not share for nonaffiliates’ marketing
The sharing table says Intuit does not share personal information for nonaffiliates to market to you. Nonaffiliates are companies outside common ownership or control, whether financial or nonfinancial. This statement is separate from the joint-marketing arrangement described elsewhere. The Vermont provision states exceptions for disclosures permitted by Vermont law or authorized by you; California nonaffiliate sharing is limited to what law allows.
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| For nonaffiliates to market to you | No | We don’t share |
| Reasons we can share your information | Does Intuit share? | Can you limit this sharing? |
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. § Our joint marketing partners are financial service companies.
For Vermont Customers:
Intuit and Credit Karma will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
For California Customers: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts. We will limit sharing among our companies to the extent required by California law.
Cross-references
contrast (model-proposed): Intuit shares for joint marketing with financial companies — The notice allows joint marketing under a formal agreement with unrelated financial companies while saying it does not share for nonaffiliates to market to you. The different stated arrangements explain the tension; this is not a finding that the provisions contradict each other.
The notice describes limited federal sharing choices
The notice says federal law lets you limit sharing creditworthiness information for affiliates’ everyday business, affiliates’ use of your information to market to you, and sharing for nonaffiliates to market to you. It says state laws and individual companies may provide additional rights. This is a description of the notice’s stated legal framework, not a claim that Intuit engages in all three activities: the table says it does not share for the first and third purposes, subject to the separate creditworthiness footnote.
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Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information.
Federal law gives you the right to limit only § sharing for affiliates’ everyday business purposes—information about your creditworthiness § affiliates from using your information to market to you § sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
| For our affiliates’ everyday business purposes— information about your creditworthiness | No | We don’t share* |
| For nonaffiliates to market to you | No | We don’t share |
*We do not share information about your creditworthiness with affiliates for their everyday business purposes. However, we may share information about your creditworthiness with affiliates for other purposes, with your consent.
Not stated here
The notice does not supply an opt-out procedure for affiliates’ use of information to market to you.
Vermont disclosures need authorization or a legal exception
For Vermont customers, Intuit and Credit Karma say they will not disclose creditworthiness information to affiliates, or disclose personal or financial information, credit reports or health information to nonaffiliated third parties to market to you, unless you authorize disclosure or Vermont law permits it. The notice does not describe the full scope of those legal exceptions.
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For Vermont Customers:
Intuit and Credit Karma will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
Cross-references
qualifies (model-proposed): Creditworthiness sharing with affiliates has purpose limits — The general creditworthiness row and consent footnote must be read with the Vermont restriction on disclosure to affiliates, including its permitted-by-law and authorization exceptions.
For California residents, Intuit says it will not share collected information with nonaffiliates unless law allows. It gives sharing with your consent and servicing your accounts as examples. It also limits sharing among its companies to the extent California law requires; this is not a promise of no sharing at all.
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Supporting quotations
For California Customers: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts. We will limit sharing among our companies to the extent required by California law.
Cross-references
qualifies (model-proposed): Intuit shares information for everyday business — The everyday-business row says sharing cannot be limited, while the California provision separately restricts nonaffiliate and within-group sharing as state law requires. The business card carries that regional qualification.