Our Commitment to You
We value the trust of our customers and will continue to recognize the importance of holding your personal financial information as confidential.
We will use information responsibly in order to protect you from fraud, offer you improved products and services and comply with legal obligations.
We will maintain accurate customer information and respond promptly to customer requests to correct information.
We will require companies with which we do business to use our customer information appropriately and to safeguard the confidentiality of such information.
Collection of Information
We collect nonpublic personal information about you from the following sources:
Information that we receive from you personally on applications, forms, or other correspondence, such as your name, address, phone number, social security number, and e‐mail address.
Information about your transactions with us, such as your account holdings and transaction history.
Disclosure of Information
We do not disclose any information about our customers or former customers to third parties except to the extent necessary to service your account, as permitted by law.
We Protect Non-Public Personal Information About Former Customers
If you decide to close your account(s), we will continue to adhere to the privacy policies and practices described in this notice. As permitted by law, we may disclose your non-public personal information to affiliates of Crossmark and to third parties involved in the maintenance of your account(s).
We Have Safeguards in Place
We have safeguards in place to protect the confidentiality, security and integrity of your non‐public personal information. We restrict access to non‐public personal information to those who need to know that information in order to service your account. We maintain physical, electronic and procedural safeguards that comply with government requirements to guard non‐public personal information.
We appreciate the opportunity to serve your investment needs. We pledge to follow the policies, safeguards and guidelines as described in this notice and to protect the confidentiality of your information. Your relationship is very important to us, and we will take great care to honor these commitments to you.
For more information about Crossmark’s privacy policies, please call (800) 262‐6631.