Privacy Notices & CIP
By submitting this form, I am confirming that I would like to limit sharing of my information between Tolleson Wealth Management, Tolleson Private Bank, and its affiliates for marketing purposes. I understand that sharing may still occur in order to provide services to me. I confirm that the information I have provided is accurate
Client Identification Program (CIP)
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we are required to ask for your name, address, date of birth, and other information that will allow us to identify you. We may also be required to see your driver’s license or other identifying documents.