Nationwide 1031 Tax Exchange Services
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NES Privacy Policy
Our Commitment to You

At Nationwide Exchange Services, Inc. ("NES") we appreciate that you have entrusted us with your 1031 Exchange, and we are committed to safeguarding the privacy of information we maintain about you through an effective privacy policy.

Following, you will find specifics in our commitment to protecting your privacy, including the types of information we collect and how we use that information both within and outside of NES. Our privacy policy applies to all new clients and is extended to each of our former clients:

Your Information Is Not for Sale
We do not and will not sell your personal information to anyone, for any reason, at any time, period.

Where We Collect Information About You
We collect personal information about you in a number of situations.

  • Opening an exchange transaction. We collect information from you when you open a1031 transaction. We may also collect information from consumer reporting agencies to verify your identity in the exchange account-opening process. The information we collect may include your name, address, phone number, email address, Social Security number and date of birth, as well as details about the properties and buyers involved in your exchange.

  • Transaction information. Once you have opened an exchange with us, we collect and maintain personal information about your account activity, including your transactions, balances and history. This information allows us to administer your account and provide the services required to complete your exchange.

  • Third-party information. We may collect information about you from information services and consumer reporting agencies to verify your identity, employment or creditworthiness (in the event of Reverse Exchange financing), or to better understand your exchange needs.

  • Website. When you visit our website, our computer servers may use devices known as "cookies," graphic interchange format files (GIFs), or other similar web tools to enhance your web experience. These tools enable us to recognize you when you return to our site, and help us provide you with a better, more personalized experience. Cookies do not, standing alone, identify you as an individual by name or account number; they merely recognize your browser.

How Your Information May Be Shared
We may provide access to information about you to outside organizations, in very limited circumstances, including:

  • To help us process transactions for your account.
  • When we use another company to provide services for us, such as printing and mailing your account statements.
  • When disclosure is required under federal or state law. For example, we may be required to disclose personal information to cooperate with regulatory or law enforcement authorities, to resolve consumer disputes, to perform credit/authentication checks, or for risk control.

Federal and State Laws
We will comply with all federal and state laws that apply to the disclosure or use of information about you and your exchange.

Protecting Your Information
We ensure the information we collect about you is protected and is accessed only by authorized individuals or organizations.

Companies we use for support services are not permitted to use information about our clients for their own purposes and are obligated contractually to maintain confidentiality. We limit their use of information to the specific services or tasks we have requested.

We restrict access to personal information by our employees and agents. Our employees are trained about privacy and are required to safeguard personal information.

We maintain physical, electronic and procedural safeguards to protect personal data.

Identity Theft
Protecting information to help safeguard you from identity theft is a priority at NES. We protect you from identity theft by:

  • Utilizing client identification and authentication procedures before initiating transactions.
  • Creating a secure transmission connection to our NES website. You will see the padlock in the lower right corner of your browser's frame indicating it is a secure site.
  • Ensuring our employees are trained to safeguard personal information about you.

Accuracy Equals Better Protection
We are committed to keeping accurate, up-to-date records to help ensure the integrity of the information we maintain. If you identify an inaccuracy in this information, or you need to make a change to it, contact us by calling 800-339-1031.


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