We will safeguard, according to strict standards of security and confidentiality, any nonpublic personal information our customers share with us. We do not sell personal information to anyone.
We collect personal information, such as your name, address and social security number, from forms or agreements that you complete. We also collect information about your transactions with us or others, such as your account balance, investment history and parties to transactions. We may share nonpublic personal information with companies that perform administrative or other support transactions that you request or authorize. We require these companies to protect the confidentiality of your nonpublic personal information and to use it only for the purposes for which the disclosure is made. We do not otherwise share nonpublic personal information we collect about you or any of our other customers with anyone, except as required or permitted by law.
We protect the integrity and privacy of your information in a number of ways. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical electronic and procedural safeguards to guard your nonpublic personal information.
The accuracy of your personal information is important. If you need to correct or update your personal or Account information, please call us at 615-783-2540. We will be happy to review, correct or update your personal or Account information.