Privacy Notice

Dorsey & Whitney Trust Company LLC is a South Dakota chartered trust company (“Company,” “we,” “our” or “us”).  The Company recognizes its obligation to keep personal and financial information about you secure and confidential.  This privacy notice describes the types of personal and financial information we obtain about you and where we obtain it, to whom we disclose this information and the measures we take to protect the confidentiality and security of the information.


We collect and use various types of personal and financial information about you to better understand your needs and objectives. This information may include social security number, information regarding investment holdings, information regarding bank and other financial accounts and other types of nonpublic personal information. The Company collects this information through the following sources:

Information we receive from you in agreements or other forms you provide us; and
Information about your investment holdings and the transactions that we execute on your behalf through our service providers.

To Whom We Disclose This Information

We respect the premium you place on keeping your personal finances a private matter.  That is why we do not sell information about our customers to anyone.  Examples of persons to whom we do disclose personal and financial information collected from our current or former customers follow:

To Third Parties as necessary to process your business.  For example, we transmit your account and transactional information to the company that prints your account statement.  Third Parties in this category, including our affiliates, are prohibited from using information about you except for the narrow purpose for which we gave it to them.
Where required by law or regulation.  Examples include responses to a subpoena, court order or regulatory demand.
As authorized by you.  You may direct us, for example, to send your account statements and confirms to a third party.

In each instance, the information we disclose may include any of the information we obtain about you from the sources described under “Information.”

Confidentiality and Security

We consider information we have about you to be confidential, including the fact that you are a customer of the Company.  We restrict access to nonpublic personal information about you to those persons who need to know that information in order to provide trust and fiduciary services to you.  We have reasonable security policies in place. We also maintain physical, electronic, and procedural safeguards that comply with applicable regulatory standards to maintain the confidentiality of your information.


If you have any questions regarding our privacy practices, please feel free to call us at (605) 336-6832.
Carl A. Schmidtman
President & COO


Privacy NOTICE for DWTC website

Who we are

Dorsey & Whitney Trust Company LLC is a South Dakota chartered trust company (“Company,” “we,” “our” or “us”). 
401 East 8th Street, Suite 319
Sioux Falls, South Dakota 57103
Telephone: 605-336-6832
Fax: 605-336-6746

What personal data we collect and why we collect it

Certain functions on our website require us to collect personal data from our users in order to do general business. Examples of personal data collected include (but not limited to) name, phone number, and/or email address. Information such as this is necessary to respond to correspondence initiated through our contact form. When you initiate contact with Dorsey & Whitney Trust Company through filling out the contact form on our website, your consent for collection and retention of this information for normal business usage is implied.

Embedded content from other websites
Content on this site may include embedded content (e.g. videos, images, links, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracing your interaction with the embedded content if you have an account and are logged in to that website.

Information about our website visitors is also collected through the use of Google Analytics. That software collects information about our visitors such as pages visited, duration of time on site, browser and general device information, etc. We use these statistical tools to analyze our website’s usefulness to our visitors and make improvements when needed. Google’s privacy policy can be found here.

Who we share your data with

Information, as described above, is collected for Dorsey & Whitney Trust Company’s business needs. We do not share or sell your contact information with any third parties. We partner with Insight Marketing Design to host and maintain our website, and as such, they have full access to information collected and stored through our website. This partnership is necessary to maintain and improve our website services. Website administrators also have full access to data collected and stored by Dorsey & Whitney Trust Company’s website.

How long we retain your data

Data collected, as described above, is retained indefinitely for customer service purposes and as storage space allows.

What rights you have over your data

If you have submitted any forms on this website, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Data related to our website is held on a secured web server in the USA.

Our contact information

Privacy-specific concerns can be sent to:
Carl A. Schmidtman
President & COO
401 East 8th Street, Suite 319
Sioux Falls, South Dakota 57103
Telephone: 605-336-6832
Fax: 605-336-6746

Additional information

How we protect your data
Our hosting company uses a secure firewall to keep out unauthorized users and ensure the integrity of our systems. We are vigilant about protecting our site from unwanted intrusions.