Last Updated February 8, 2023
FACTS
WHAT DOES FIN2 LLC DO WITH YOUR PERSONAL INFORMATION?
| Why? | 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. |
| What? | The types of personal information we collect and share depend on the product or service you have with us. This information can include: – Social Security number and contact information – account transactions and credit history and scores – device information and identification information When you are no longer our customer, we continue to share your information as described in this notice. |
| 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 FIN2 LLC chooses to share; and whether you can limit this sharing. |
PERSONAL INFORMATION
| Reasons we can share your personal information | Does Fin2 LLC share? | Can you limit this sharing? |
| 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 | Yes | No |
| For our marketing purposes— to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We don’t share |
| For our affiliates’ everyday business purposes— information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposes— information about your creditworthiness | No | We don’t share |
| For nonaffiliates to market to you | No | We don’t share |
Questions? Call 650-628-8290 or go to our Privacy Policy here
WHO WE ARE & WHAT WE DO
| Who is providing this notice? | FIN2, LLC |
| How does FIN2 LLC protect 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. |
| How does FIN2 LLC collect my personal information? | We collect your personal information, for example, when you – create an account or purchase stocks – sell stocks or provide your account information |
| Why can’t 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 nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing. |
definitions
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies. – Fierce Financial Inc. and its subsidiaries and affiliates |
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. – FIN2 LLC does not share with nonaffiliates to market to you. |
| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you. – FIN2 LLC does not share with nonaffiliates for joint marketing purposes. |
other important information
California residents: We will not share information we collect about you with nonaffiliated third parties, except as permitted by law, including, for example, with your consent or to service your account. We will limit sharing with our affiliates to the extent required by California law.
questions?
Call 855-955-1012 or go to the Privacy Policy.
