This information is required to be provided to you annually to assist you in understanding how we collect, maintain, share, and protect your personal information. Consumers have the right to limit some but not all sharing.
The types of personal information we collect and share can include: social security numbers, financial account numbers, account balances, addresses, phone numbers, email addresses, income information, asset information, employment information, and others.
We must share your personal information for everyday business purposes. We do this in order to maintain your account, process transactions, and facilitate reporting. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to nonaffiliated third parties (such as account custodians) who need to know that information to assist us in providing services to you. We do not share your personal information for marketing purposes. We do not share personal information except as required or permitted by law and regulatory requirements.
To protect your personal information, we have instituted security measures and procedures that comply with federal and state law. We maintain physical, electronic, and procedural safeguards including computer safeguards and secured files and buildings.
We generally maintain records for five years.
Please contact us if you have any questions. (806)793-7934
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