Privacy Policy


Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some by not all sharing. Federal law also requires us to tell you how we collect, share, and protect your person-al information. Please read this notice carefully to under-stand 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 and income.
  • Account balances and transaction history.
  • Assets, investment experience, credit history, and credit scores.

When you close your relationship, we may share some information about you if required by regulatory authorities, or issuers.

*Social Security numbers though collected, are never shared with any affiliated company.

All financial companies need to share customers’ personal information to run their everyday business – to process transactions, maintain customer relationships, and report to credit bureaus. Below, we list the reasons financial companies can share their customers’ personal information.

Please contact us with any questions regarding this agreement by email