Information we collect
We collect nonpublic personal information about you that you provide to us directly, or that we obtain with your authorization. Depending on the services you use, this can include:
- Social Security number and date of birth
- Banking information
- Financial account numbers and balances
- Sources of income
- Credit card numbers and related information
If you stop working with us, we continue to treat your information according to the policies on this page.
How we protect it
We use safeguards that comply with federal law to keep your information secure, including computer-based protections and secured physical files and offices.
Your right to opt out
Federal law gives you the right to limit some — though not all — sharing of your personal information. You can opt out of:
- Sharing for an affiliate's everyday business purposes, specifically information about your creditworthiness
- Sharing with affiliates or non-affiliates who would use your information to market to you
State law, or our own internal policies, may give you additional rights beyond these. If you'd like to opt out of any type of sharing described here, contact us right away and we'll take care of it.
Definitions
- Affiliates
- Companies related to us by common ownership or control. These can be financial or non-financial companies.
- Non-affiliates
- Companies not related to us by common ownership or control. These can also be financial or non-financial companies.
- Joint marketing
- A formal agreement between two or more non-affiliated financial companies that together market financial products or services to you.
Questions about your privacy?
Your privacy, our professional ethics, and our ability to serve you well are all tied together. Reach out any time.
