Privacy Policy
Facts
WHAT DOES TOLLESON WEALTH MANAGEMENT DO WITH YOUR PERSONAL INFORMATION?
Why?
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 assets
- Account balances and transaction history
- Risk tolerance and investment experience
How?
All financial companies need to share non-public personal information to run their everyday business. In the section below, we list the reasons financial companies can share their non-public personal information; the reasons Tolleson Wealth Management chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Tolleson Wealth Management 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 | No | We don’t share |
| For joint marketing with other financial companies | Yes | No |
| For our affiliates’ everyday business purposes – Information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposes – Information about your credit worthiness | No | We don’t share |
| For our affiliates to market to you | Yes | Yes |
| For our affiliates to market to you | No | We don’t share |
To limit our sharing
- 888-807-5550 Our menu will prompt through your choice(s).
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?
Call 888-807-5550
| Who we are | |
|---|---|
| Who is providing this notice? | TOLLESON WEALTH MANAGEMENT (“TOLLESON”) |
| What we do | |
|---|---|
| How does Tolleson 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 Tolleson collect my personal information? | We collect your personal information, for example, when you
We also collect your personal information from others such as credit bureaus, affiliates, or other companies. |
| Why can’t I limit all sharing? | Federal law gives you the right to limit only
State laws and individual companies may give you additional rights to limit sharing. |
| What happens when I limit sharing for an Account I hold jointly with someone else? | Your choices will apply to everyone on your account – unless you tell us otherwise. |
| Definitions | |
|---|---|
| Affiliates | Companies related by common ownership or control. They can be financial and non financial companies.
|
| Affiliates | Companies not related by common ownership or control. They can be financial and non financial companies.
|
| Joint Marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
|
| Tolleson Private Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint concerning Tolleson Private Bank’s sale of checks,activities and/or any other complaint against Tolleson Private Bank should contact the Texas Department of Banking through one of the means indicated below:
In Person or U.S. Mail: 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
Telephone No.: 877/276-5554, Fax No.: 512/475-1313 E-mail: consumer.complaints@dob.texas.gov, Web site: www.dob.texas.gov |
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