We collect the following nonpublic personal information about you:
- Information we receive from you on or in applications or other forms, correspondence, or conversations, including, but not limited to, your name, address, phone number, Social Security number, assets, income, and date of birth; and
- Information about your transactions with us, our affiliates, or others, including, but not limited to, your account number and balance, payment history, parties to transactions, cost basis information, and other financial information.
We do not disclose any nonpublic personal information about our current or former clients to nonaffiliated third parties, except as permitted by law. For example, we are permitted by law to disclose all of the information we collect, as described above, to a financial intermediary, including, but not limited to, a broker-dealer, bank, or trust, to process your transactions. Furthermore, we restrict access to your nonpublic personal information to those persons who require such information to provide our products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Because you may hold an account through a financial intermediary, including, but not limited to, a broker-dealer, bank, or trust company, the privacy policy of your financial intermediary will also govern how your nonpublic personal information will be shared with nonaffiliated third parties.
Cookies, Analytics, and Advertising
Our website uses cookies and similar technologies for site analytics and advertising purposes. Specifically, we use Google Analytics to understand how visitors use our site and the Google Ads conversion tag to measure the effectiveness of our advertising.
These technologies may collect information such as your IP address, browser type, pages visited, and actions taken on our site, and share this information with Google for these purposes. This information is used in aggregate form to analyze site traffic and ad performance and is not used to make decisions about your accounts or services with us.
When you submit information through our website, including your email address or telephone number, we may use that information to measure the effectiveness of our advertising. For this purpose, we may use Google Ads Enhanced Conversions. Google Ads Enhanced Conversions uses a one-way hashing process to transform certain identifiers, such as your email address or telephone number, before they are transmitted to Google. Google uses the hashed information to help us measure whether interactions with our advertisements resulted in website inquiries or other conversions and to improve our advertising measurement.
We do not use this information to disclose your financial account information or other client information for advertising purposes. We use advertising and analytics technologies in accordance with applicable law and, where required, with your consent.
We use Google reCAPTCHA to protect our site from spam and abuse. This service involves the collection of hardware and software information, such as device and application data, which is sent to Google for analysis. This data is handled in accordance with our data processing agreement with Google.
If you prefer not to be tracked in this way, you may manage Google advertising preferences through Google’s Ads Settings and may control cookies through your browser settings.