We do not disclose any nonpublic personal information about our clients, or former clients, to anyone except as
permitted by law. Please note that other more specific policies may be applicable to you depending on where you are located.
Collection of Personal Information: We collect your personally identifiable information (“PII”) and other information directly from you as a result of your relationship with us or use of and access to our services. includes any information by which you can be personally identified and may include your name, address, age, date of birth, electronic mail address, occupation, employment information, telephone number, education, the kind of service provided to you. We may use the PII collected from you to verify your identity and establish and maintain your account, among other reasons. This information also helps us improve our services to you, customize your browsing experience, and inform you about additional products, services, or promotions that may be of interest to you. You directly provide us with the majority of PII we collect. We may also collect additional PII as required by law which includes information required to assess your experience and risk tolerance. Depending on our relationship, you provide us with this information by submitting an inquiry form, completing an account application and related documentation, by sending us an e-mail, or by submitting information in response an inquiry. The information we collect indirectly from you includes information gathered through your interactions with our website.
USA Patriot Act: Notice to Clients
To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.