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    Scottrade BA PIPC

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    Glenn LaGasse
    Scottrade Bank shares customers' personal information as allowed by law to process transactions, maintain accounts, and offer products and services. It protects information with security measures and shares with affiliates but not non-affiliates. Customers can limit sharing except for everyday business purposes, creditworthiness information to affiliates, and joint marketing partners. Calling their representative allows customers to choose their sharing preferences.

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    Attribution Non-Commercial (BY-NC)
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    Scottrade BA PIPC

    Uploaded by

    Glenn LaGasse
    46 views2 pages
    Scottrade Bank shares customers' personal information as allowed by law to process transactions, maintain accounts, and offer products and services. It protects information with security measures and shares with affiliates but not non-affiliates. Customers can limit sharing except for everyday business purposes, creditworthiness information to affiliates, and joint marketing partners. Calling their representative allows customers to choose their sharing preferences.

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    © Attribution Non-Commercial (BY-NC)

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    Scottrade Bank shares customers' personal information as allowed by law to process transactions, maintain accounts, and offer products and services. It protects information with security measures and shares with affiliates but not non-affiliates. Customers can limit sharing except for everyday business purposes, creditworthiness information to affiliates, and joint marketing partners. Calling their representative allows customers to choose their sharing preferences.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    46 views2 pages

    Scottrade BA PIPC

    Uploaded by

    Glenn LaGasse
    Scottrade Bank shares customers' personal information as allowed by law to process transactions, maintain accounts, and offer products and services. It protects information with security measures and shares with affiliates but not non-affiliates. Customers can limit sharing except for everyday business purposes, creditworthiness information to affiliates, and joint marketing partners. Calling their representative allows customers to choose their sharing preferences.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    FACTS

    WHAT DOES SCOTTRADE BANK DO WITH YOUR PERSONAL INFORMATION?


    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. Please read this notice carefully to understand what we do. The types of personal information we collect and share depend on the product or service you have with us. This information can include:

    What?

    Social security number and account balances Transaction history and overdraft history Checking account information and wire transfer instructions

    How?

    All financial companies need to share customers personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers personal information; the reasons Scottrade Bank chooses to share; and whether you can limit this sharing.
    Does Scottrade Bank share?

    Reasons we can share your personal information


    For our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus For our marketing purposesto offer our products and services to you For joint marketing with other financial companies information For our affiliates everyday business purposesabout your transactions and experiences information For our affiliates everyday business purposesabout your creditworthiness For our affiliates to market to you For nonaffiliates to market to you

    Can you limit this sharing?

    Yes

    No

    Yes Yes Yes Yes Yes No

    No No No Yes Yes We dont share

    Call 1-800-619-SAVE our representative will guide you through your choice(s)

    To limit our sharing

    Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

    Questions?
    8-12

    Call 1-800-619-SAVE or go to www.scottrade.com

    Who we are
    Who is providing this notice? Scottrade Bank, FSB

    What we do
    How does Scottrade Bank protect my personal information? How does Scottrade Bank collect my personal information?
    To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

    We collect your personal information, for example, when you open an account or pay your bills give us your contact information or make a wire transfer make deposits or withdrawals from your accout We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

    Why cant I limit all sharing?

    Federal law gives you the right to limit only


    sharing for affiliates everyday business purposes information about your creditworthiness affiliates from using your information to market to you sharing for non-affiliates to market to you

    State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law. What happens when I limit sharing Your choices will apply to everyone on your account. for an account I hold jointly with someone else?

    Definitions
    Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include companies with a Scottrade name. Companies not related by common ownership or control. They can be financial and nonfinancial companies. Scottrade does not share with non-affiliates so they can market to you. A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Our joint marketing partners include mortgage lenders, credit card companies, and other financial service providers.

    Non-affiliates

    Joint marketing

    Other important information


    : Even if you do not make the choices to limit information sharing Notice to California and Vermont Residents set forth above, we will treat your account as if you had. We will continue to share information to the extent permissible by law. We may further limit information sharing to comply with more restrictive state laws.

    8-12

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