Facts
What does XY Investment Solutions, LLC do with your financial 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 depends on the product orservice you have with us. This information can include:
▪ Social Security number and income
▪ Account balances and assets
▪ Transaction history
▪ Social Security number and income
▪ Account balances and assets
▪ Transaction history
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 cans hare their customers’ personal information; the reasons XY Investment Solutions, LLC chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does XY Investment Solutions, 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
Not Applicable
For our non-affiliated persons who are contracted with us, for everyday business purposes: Arrangements with companies or independent contractors not an affiliate of XY Investment Solutions, LLC will be subject to confidentiality agreements.
Yes
No
For our affiliates to market to you
No
Not Applicable
For non-affiliates to market to you
No
Not Applicable