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Privacy Policy

What Does Domini Do With Your Personal Information?


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.

Please read this notice carefully to understand what we do.


The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security Number
  • Name, address email address, and phone number
  • Account balances
  • Transaction history
  • Account transactions
  • Assets
  • Retirement assets

When you are no longer our customer, we continue to share your information as described in this notice.


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 Domini chooses to share; and whether you can limit this sharing.

Reasons we can share
your personal information
Does Domini share? Can you limit this sharing?
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
For our marketing purposes —
to offer our products and services to you
Yes No
For joint marketing with other financial companies No We don't share
For our affiliates' everyday business purposes —
information about your transactions and experiences
Yes No
For our everyday business purposes —
information about your creditworthiness
No We don't share
For our affiliates to market to you No We don't share
For nonaffiliates to market to you No We don't share


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Who we are

Who is providing this notice?

Domini Impact Investments LLC ("DSIL"); DSIL Investments Services LLC; and all the Funds advised by DSIL (collectively referred to as "Domini"). A complete list of Funds is included under Affiliates below.

What we do

How does Domini protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. Our internal data security policies restrict access of nonpublic personal information to authorized employees. We maintain physical, electronic and procedural safeguards to guard our customers' nonpublic personal information. Employees who violate our data security policies are subject to disciplinary action, up to and including termination.

How does Domini collect my personal information?

We collect your personal information, for example, when you

  • Open an account or invest funds
  • Make deposits or withdrawals from your account
  • Provide account information
  • Give us your contact information
  • Show us your government-issued ID

We also collect your personal information from affiliates or other companies.

Why can't I limit all sharing?

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.



Companies related by common ownership or control. They can be financial and nonfinancial companies.

Our affiliates include DSIL; DSIL Investment Services LLC; Domini Holdings LLC; and the registered investment companies advised by DSIL including the Domini Investment Trust and its series, the Domini Impact Equity Fund, the Domini Impact International Equity Fund, and the Domini Impact Bond Fund.


Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Domini does not share information with nonaffiliates so they can market to you.

Joint marketing   

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Domini does not jointly market.