[{"data":1,"prerenderedAt":214},["ShallowReactive",2],{"legal-terms-of-use":3,"breadcrumbs-terms-of-use":206},{"id":4,"title":5,"body":6,"category":194,"description":195,"extension":196,"meta":197,"navigation":198,"order":199,"path":200,"seo":201,"slug":202,"stem":203,"updatedAt":204,"__hash__":205},"legal/legal/terms-of-use.md","{{brand}} Terms of Use",{"type":7,"value":8,"toc":177},"minimal",[9,24,29,32,36,45,70,74,77,82,85,89,92,96,99,103,106,110,113,117,123,127,130,150,154,157,174],[10,11,12,13,17,18,20,21,23],"p",{},"This Privacy Notice describes how ",[14,15],"binding",{"value":16},"brand"," and its affiliates and subsidiaries (collectively \"",[14,19],{"value":16},"\", \"we\", \"us\", \"our\") collects, processes, discloses and safeguards your personal information in connection with the ",[14,22],{"value":16}," consumer financial services (the \"Services\").",[25,26,28],"h2",{"id":27},"_1-what-services-are-covered-by-this-notice","1. What Services Are Covered By This Notice?",[10,30,31],{},"This Notice applies to the consumer financial products and services that we provide to you for primarily personal, family or household purposes. When you enroll in any of the Services, we may collect, use and disclose your personal information as disclosed in this Notice. The types of personal information that we collect and share will depend on the specific products or services that you have with us.",[25,33,35],{"id":34},"_2-who-is-providing-this-notice","2. Who Is Providing This Notice?",[10,37,38,39,41,42,44],{},"This Notice is being provided by ",[14,40],{"value":16}," Technologies, Inc. on its own behalf and on behalf of its affiliates and subsidiaries. The following products and services are provided by the following ",[14,43],{"value":16}," entities:",[46,47,48,55],"ul",{},[49,50,51,52,54],"li",{},"Personal Banking is offered through ",[14,53],{"value":16}," Technologies, Inc. Personal banking services are provided by Choice Financial Group; Member FDIC. For information on Choice's collection, use and sharing of your personal information in connection with Personal Banking, please refer to Choice's Privacy Notice.",[49,56,57,58,60,61,63,64,66,67,69],{},"Personal Investment Accounts are offered by ",[14,59],{"value":16}," Advisory, LLC an SEC-registered investment adviser and a wholly-owned, separately managed subsidiary of ",[14,62],{"value":16}," Technologies, Inc.. Personal Investment Accounts are carried by our clearing broker, Apex Clearing Corporation, member FINRA/SIPC. For more information on Apex's collection, use and sharing of your personal information, please refer to Apex's Privacy Notice. Apex is not affiliated with ",[14,65],{"value":16}," Advisory or ",[14,68],{"value":16}," Technologies.",[25,71,73],{"id":72},"_3-what-information-we-collect","3. What Information We Collect",[10,75,76],{},"In order to provide the Services, we may collect the following personal information:",[78,79,81],"h3",{"id":80},"_31-identifying-information","3.1. Identifying Information",[10,83,84],{},"Name, address, date of birth, Social Security number, and government issued identification (e.g. driver's license or passport).",[78,86,88],{"id":87},"_32-contact-information","3.2. Contact Information",[10,90,91],{},"Phone number, email address and other contact details.",[78,93,95],{"id":94},"_33-financial-information","3.3. Financial Information",[10,97,98],{},"Financial account numbers, balances, transaction history, payment history, income information, and other financial data related to your account(s).",[78,100,102],{"id":101},"_34-credit-information","3.4. Credit Information",[10,104,105],{},"Information related to your credit history and credit worthiness.",[78,107,109],{"id":108},"_35-device-information","3.5. Device Information",[10,111,112],{},"We may collect information about the device(s) you use to access the Services.",[78,114,116],{"id":115},"_36-other-information","3.6. Other information",[10,118,119,120,122],{},"Other information that we request from you or that you provide, including when you interact with our Customer Success team, participate in our surveys, or submit feedback on your experience with ",[14,121],{"value":16},".",[25,124,126],{"id":125},"_4-how-we-obtain-your-personal-information","4. How We Obtain Your Personal Information",[10,128,129],{},"We may obtain your personal information from the following sources:",[46,131,132,135,141,144,147],{},[49,133,134],{},"Information we receive from you on applications or other forms, such as your name, address, telephone number, social security number, occupation, and income;",[49,136,137,138,140],{},"Information that we receive from our affiliates, including information obtained from your use of other ",[14,139],{"value":16}," products and services;",[49,142,143],{},"Information about your transactions with us or others, including account balances, positions, and activity;",[49,145,146],{},"Information which may be received from consumer reporting agencies, such as credit bureau reports;",[49,148,149],{},"Information which may be received from other sources with your consent.",[25,151,153],{"id":152},"_5-how-we-share-your-personal-information","5. How We Share Your Personal Information",[10,155,156],{},"We may disclose all of the information that we collect about you as described in this notice to the following types of third parties:",[46,158,159,165,168,171],{},[49,160,161,162,164],{},"Affiliates and subsidiaries under the ",[14,163],{"value":16}," Technologies, Inc. parent organization;",[49,166,167],{},"Financial service providers, such as Choice Financial Group and Apex Clearing Corporation (depending on which services you use);",[49,169,170],{},"Non-financial clients, such as technology providers, marketers, and service providers that help us to comply with our governmental and quasi-governmental reporting requirements;",[49,172,173],{},"Others, where you provide your consent.",[10,175,176],{},"In addition, we may disclose all of the information we collect, as described above, to clients that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.",{"title":178,"searchDepth":179,"depth":179,"links":180},"",2,[181,182,183,192,193],{"id":27,"depth":179,"text":28},{"id":34,"depth":179,"text":35},{"id":72,"depth":179,"text":73,"children":184},[185,187,188,189,190,191],{"id":80,"depth":186,"text":81},3,{"id":87,"depth":186,"text":88},{"id":94,"depth":186,"text":95},{"id":101,"depth":186,"text":102},{"id":108,"depth":186,"text":109},{"id":115,"depth":186,"text":116},{"id":125,"depth":179,"text":126},{"id":152,"depth":179,"text":153},"terms","This Privacy Notice describes how  and its affiliates and subsidiaries (collectively \"\", \"we\", \"us\", \"our\") collects, processes, discloses and safeguards your personal information in connection with the  consumer financial services (the \"Services\").","md",{},true,1,"/legal/terms-of-use",{"title":5,"description":195},"terms-of-use","legal/terms-of-use","2025-03-07","5KndeQ9RH0lIU9XRajXTOzjXfdA9wgf8NdvJDdzp76o",[207],{"title":208,"path":209,"stem":210,"children":211,"page":213},"Legal","/legal","legal",[212],{"title":5,"path":200,"stem":203},false,1767114366188]