Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information.
What?
The personal information we collect and share can include:
- Social Security number, tax identification number, and employee identification number
- Account balances, income, and total net worth
How?
All financial companies need to share customers’ personal information to run their everyday business. The table below explains why financial companies can share information, the reasons we choose to share, and whether you can limit this sharing.
How we share information
| Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes—such as processing transactions, maintaining accounts, responding to court orders and legal investigations, or reporting to credit bureaus | Yes | No |
| For our marketing purposes—to offer our products and services to you | No | N/A |
| For joint marketing with other financial companies | No | N/A |
| For our affiliates’ everyday business purposes—information about your transactions and experiences | No | N/A |
| For our affiliates’ everyday business purposes—information about your creditworthiness | No | N/A |
| For our affiliates to market to you | No | N/A |
| For non-affiliates to market to you | No | N/A |
Questions? Call 704-947-8444.
Who We Are
Who is providing this notice?
Integrative Planning, Inc.
What We Do
- How do we protect your personal information?
- We use security measures that comply with federal law. These measures include computer safeguards and secure files and buildings.
- How do we collect your personal information?
- We collect your personal information when you open an account or deposit money, enter into an advisory contract, or tell us about your investment or retirement portfolio.
- Why can’t you limit all sharing?
- Federal law gives you the right to limit sharing for affiliates’ everyday business purposes involving your creditworthiness, affiliates using your information to market to you, and sharing for non-affiliates to market to you. State laws and individual companies may give you additional rights.
- What happens when you limit sharing for a jointly owned account?
- Your choices will apply to everyone on the account, unless you tell us otherwise.
Definitions
- Affiliates
- Companies related by common ownership or control. They can be financial and non-financial companies.
- Non-affiliates
- Companies not related by common ownership or control. They can be financial and non-financial companies.
- Joint marketing
- A formal agreement between non-affiliated financial companies that together market financial products or services to you.