We collect non-public, personal information about you from the following sources:
- Information we receive from you on applications, forms or otherwise
- Information about your transaction with us, our affiliates or others
- Information we receive from other brokerage firms
We do not disclose any non-public, personal information about our customers or former customers to anyone, except as permitted by law.
We may disclose all of the information we collect, as described above, to companies that perform marketing services on our behalf or to other financial institutions with which we have joint marketing arrangements.
On an internal basis, we authorize access to non-public, personal information about you to those employees who need to know that information to service your account or to enforce our rights relating to your account. We maintain security practices and procedures to ensure the confidence of your non-public, personal information.