Our Firm

Online Privacy Policy


Effective date: 4/3/2017

Parnassus Investments or Parnassus Funds (collectively, "Parnassus", "We", "Us", or "Our") is committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by current and potential financial service customers. We have always treated personal information as confidential and want you to be aware of our privacy policies.

Online Privacy Practices

How we collect and use your nonpublic personal information online

We obtain the personal information below about you from the following sources: information we receive from you on online applications or other forms and information about your transactions with us, our affiliates or others. We use this information to verify your identity and open your account with the Parnassus Funds.

We allow the ability to opt-out of all subscribed, promotional postal and email mailings by contacting us by email or phone. For email messages, there is a hyperlink at the bottom to unsubscribe.

How your information is not shared with others

We will share your personal information with third parties only in the ways that are described in this privacy policy.

How you can update your information

Upon request Parnassus Investments will provide you with information about whether we hold any of your personal information. You can change your address online by first logging into your online account, and then selecting Update Your Mailing Address under the Update Your Info link. You can also change your address by downloading the Change of Address Request Form and mailing it back to Parnassus at 1 Market St Suite 1600, San Francisco, CA 94105 or faxing it to (415) 778-0228 or by calling us at the phone number and email address below.

You can change your name on your account by mailing Parnassus a letter of instruction and a copy of your driver license, marriage certificate, name change certificate, or Social Security Card that reflects your new name, for verification purposes.

You can change your web user’s email address by logging in, then selecting update email address under the Update Your Info tab. If you wish to cancel your account or request that we no longer use your information to provide you services please contact us. We will respond to your request within a reasonable timeframe. We will retain your information for as long as your account is active or as needed to provide you services and comply with our compliance regulatory requirements, legal obligations, resolve disputes, and enforce our agreements.

How we protect and secure your privacy online

The security of your personal information is important to us. When you enter sensitive information (such as your social security number) online on our registration or other forms, we encrypt that information using secure socket layer technology, SSL, so unauthorized parties cannot view the information during secure transmission (look for the padlock icon on your browser). Find out more about SSL certificates and technology. Also, your protected online account information resides on the secure portion of our website, and to access your account information online, a unique user name and password is required. In addition to the secure practices in the above section for our mutual funds, we use firewalls and other security technology at all times to protect our network and systems from external attacks.

We follow generally accepted industry standards to protect the personal information submitted to us, both during transmission and once we receive it. No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security. If you have any questions about security on our Web site, please contact us.

How we use tracking technologies

We Parnassus Investments and our partners use technologies such as cookies or similar technologies to analyze trends, administer the website, track users’ movements around the website, and to gather demographic information about our user base as a whole. Users can control the use of cookies at the individual browser level.

We partner with a third party to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this website and other sites in order to provide you advertising based upon your browsing activities and interests. If you wish to not have this information used for the purpose of serving you interest-based ads, you may opt-out by clicking here. Please note this does not opt you out of being served ads. You will continue to receive generic ads.

Log files

As is true of most web sites, we gather certain information automatically and store it in log files. This information may include internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data. We do not link this automatically collected data to other information we collect about you.

Links to 3rd Party Sites

Our Site includes links to other Web sites whose privacy practices may differ from those of Parnassus. If you submit personal information to any of those sites, your information is governed by their privacy policies. We encourage you to carefully read the privacy policy of any Web site you visit.

How we notify you of changes to this privacy policy

If we decide to change our privacy policy, we will post those changes to this privacy policy, the home page, and other places we deem appropriate so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it.

We reserve the right to modify this privacy policy at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page prior to the change becoming effective.

Privacy Policy and Practices

Parnassus is committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by current and potential shareholders. We have always treated personal information as confidential and want you to be aware of our privacy policies.

What Information We Collect

We may collect and maintain the following nonpublic personal information about you:

  • information we receive from you on applications or other forms, such as your name, address, e-mail address, phone number, social security number or Tax ID number, assets, income and date of birth; and
  • information about your transactions with us, our affiliates or others, such as your account number, balance, positions, activity, history, cost basis information and other financial information.

What Information We Disclose

In certain situations, Parnassus Investments may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements. We do not disclose any nonpublic personal information about our shareholders or former shareholders to any third parties, except as permitted or required by law. We are permitted by law to share any of the information we collect, as described above, with our affiliates. Parnassus will share information with affiliates if the information is required to provide a product or service you have requested. In addition, we may share such information with non-affiliated third parties to the extent necessary to effect, process, administer or enforce a transaction that you request or authorize, in connection with maintaining or servicing your account, as requested by regulatory authorities or as otherwise permitted or required by law. For example, we may provide such information to third parties in the course of servicing your account, such as identity-verification service providers. These companies are authorized to use your personal information only as necessary to provide these services to us. Relationships with these parties shall be pursuant to a non-disclosure agreement, protecting the release of shareholder information. We may also disclose information to non-affiliated parties if compelled by law, such as responding to a subpoena, preventing fraud or complying with an inquiry by a government agency or regulator.

How We Protect Your Information

We restrict access to nonpublic personal information about you to those persons who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to protect the confidentiality, integrity and security of your nonpublic personal information. We will continue to adhere to the privacy policies and practices in this notice even if your account is closed or becomes inactive.

Additional Rights

You may have other privacy protections under applicable state laws. To the extent those state laws apply, we will comply with them with respect to your nonpublic personal information.

How to Contact Us

Please call us at (800) 999-3505 or email us at if you have any questions regarding our privacy policy. Our office is located at 1 Market Street, Suite 1600, San Francisco CA 94105. We are open Monday-Friday from 8:30 am - 5:00 pm Pacific Time.

About our TRUSTe Web Privacy Seal License

If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact our U.S.-based third party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.