Intellivest  Securities, Inc.

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Privacy Policy

At Intellivest Securities, Inc., we strive to protect the confidentiality of non-public personal information that we have in our possession about our clients. The information is used to ensure accuracy in reporting and record keeping and to carry out requested transactions. We are required to share our Privacy Policy for our clients. 

This privacy policy applies to consumers whose accounts are or were maintained by Intellivest Securities, Inc. We will provide our Privacy Policy to clients when they open a new account and annually after that. If we change this Privacy Policy, you will be notified in advance. 

We obtain non-public information about clients from the following sources: 

  • Information received as part of the account opening process (such as name, address and social security number) or as a result of other requested services.

  • Information about client's transactions effected through Intellivest Securities, Inc. This information allows us to generate confirmations, statements and other required reports on behalf of the clients.

  • Information we may receive from credit reporting agencies that has been supplied by other brokerage firms or banking sources (such as creditworthiness and credit history) 

The non-public personal information that is obtained is safeguarded in accordance with our internal policies and procedures. These policies permit only those employees who need to know the information in order to perform their duties to have access to customer's non-public personal information. We maintain physical, electronic and procedural safeguards designed to comply with federal standards to guard client's non-public personal information. 

We will not disclose non-public personal information about our clients to non-affiliated third parties with whom we have contracted to perform services on our behalf, such as data processing services as well as non-affiliated financial institutions without the prior consent of our clients. These service providers have agreed to be bound by the same privacy commitments. We may also disclose non-public personal information about our clients as permitted or required by law.


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