New information regarding IRAs has been published per the Secure Act 2.0, signed into law on December 29th, 2022. Please click here to access and download.

Privacy Policy

We value our customer relationships and we want you to understand the protections we provide in regard to your accounts with us.

Information We May Collect

We collect nonpublic personal information about you from the following sources to conduct business with you:

  • Information we receive from you on applications or other forms;
  •  Information about your transactions with us, or others;

Nonpublic personal information is nonpublic information about you that we may obtain in connection with providing financial products or services to you. This could include information you give us from account applications, account balances, and account history.

Information We May Share

We do not sell or disclose any nonpublic information about you to anyone, except as permitted by law or as specifically authorized by you. We do not share nonpublic personal information with our affiliates or other providers without prior approval by you. Information we are allowed to share by federal law includes providers that process and service your accounts. All providers of services in connection with the custodian and administrator have agreed to the custodian and administrator’s confidentiality and security policies. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Confidentiality and Security

We restrict access to nonpublic personal information to those employees who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural guidelines that comply with federal standards to guard your nonpublic personal information. The custodian and/or administrator reserves the right to revise this notice and will notify you of any changes in advance.

If you have any questions regarding this policy, please contact us at the address and/or telephone number listed on our website.