Last Updated: August 22, 2022
WHAT DOES TRUE LINK FINANCIAL, INC. AND TRUE LINK FINANCIAL ADVISORS, LLC (collectively “TRUE LINK”) DO WITH YOUR PERSONAL INFORMATION?
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.
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 account balances
Payment history and transaction history
Checking account information and wire transfer instructions
When you are no longer our customer, we continue to share information about you as described in this notice.
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 TRUE LINK chooses to share; and whether you can limit this sharing.
For our everyday business purposes – such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations.
Yes
No
For our marketing purposes – to offer our products and services to you
Yes
No
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 creditworthiness
No
No
For nonaffiliates to market to you
No
No
For our everyday business purposes – such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations.
Yes
No
For our marketing purposes – to offer our products and services to you
Yes
No
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 creditworthiness
No
No
For nonaffiliates to market to you
No
No
Call True Link Customer Service at 1-855-244-1209
Or email support@truelinkfinancial.com
Who is providing this notice?
TRUE LINK FINANCIAL, INC. AND TRUE LINK FINANCIAL ADVISORS, LLC
How does TRUE LINK 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 TRUE LINK collect my personal information?
We collect your personal information, for example, when you
Give us your contact information or show us your government-issued ID
Enter into an investment advisory contract or pay your bills
Direct us to buy securities or sell your securities
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.
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.
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Our affiliates include True Link Financial, Inc. and True Link Financial Advisors, LLC.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
TRUE LINK does not share with nonaffiliates so they can market to you.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
TRUE LINK does not share information to jointly market products or services to you.
California Residents: The California Financial Information Privacy Act and California Consumer Privacy Act provide additional protections with regards to the collection, use, sharing, and sale of your information. We will not share information we collect about California residents with outside companies, except as permitted by law, such as with the consent of the customer or to service a customer’s account. Please see the “California Consumer Privacy Act Notice for California Consumers” for more information your privacy rights.
Nevada Residents: Nevada law requires we provide the following contact information: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; phone number: 702-486-3132.
Vermont Residents: In accordance with Vermont law, we do not share information we collect about Vermont residents with non-affiliates, except as permitted by law (e.g., to service your account or with your consent). Under Vermont law we are permitted to share information about our transactions or experiences with you with our affiliates.