Privacy Policy

Your privacy is important

Your privacy is essential to us as a Plancorp customers. This notice explains what information we gather about you, how we use it, with whom you share it, and how we keep it safe.

We gather your personal information from a variety of sources as part of our routine operations, including:

  • Information about you, such as that which you provide in your account request or on other forms (name, address, social security number, marital status, employment, assets, income, etc.).
  • Received information about your holdings and transactions from you, your account, and you or someone else (such as an account manager, broker, other financial services company, bank, or promoter of an ERISA plan).

How we manage and protect your personal information

We do not share or sell information about our current or former clients with anyone else. If required, we may share your personal information for the following reasons.

  • Execute, manage, or complete transactions that the client has requested or authorized.
  • Requested or approved financial instruments or services are processed or managed.
  • Keep your account with us or other companies up to date.

Personal information may also be provided for day-to-day business purposes below. A company or group that provides consultancy, technology, or other services that pledge to keep its clients’ information private. A lawyer, trustee, family member, or other person authorized to represent you, your property, or your account’s co-owner or co-owner. Regulators; or if the law or legal process allows or requires it.

We use your personal information to deliver goods and services to our employees and ourselves, as well as to supply, handle, and manage security, accounts, and investment products, services, and programs. Only approved third parties who require this information have access. For the sake of you or your advantage. To safeguard your personal information from unauthorized access and use, we utilize federal administrative, technological, and physical security methods. Computer security, as well as the security of files and buildings, are among these methods.

Customer notification

You must send yearly notices clarifying your privacy policy as required by law. If the policy changes, we will tell you as soon as possible. Our privacy policy is updated on a regular basis and is applicable to all current and former customers. We retain the right to alter your privacy policy at any moment without notification if applicable regulatory requirements are met. Please do not hesitate to contact us if you have any concerns regarding this notice.