Disclosure Regarding Investments and Investment Related Services
Investment products and services are not bank deposits or obligations of, or guaranteed or endorsed or otherwise supported by, GreatBanc Trust Company, its parent company or any affiliate, are not federally insured or guaranteed by the United States Government, Federal Deposit Insurance Corporation, Federal Reserve Board or any other government agency, and are subject to investment risk, including possible loss of the principal amount invested.
Investments are:
- NOT FDIC INSURED
- May lose value
- Have no bank or trust company guarantee
Privacy Policy
What does GreatBanc Trust Company do with your personal 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 and/or business information we collect and share depend on the product or service you have with us. This information can include:
- Tax Identification/Employer Identification number and income
- Account balances and transaction history
- Account transactions and wire transfer instructions
When you are no longer our customer, we continue to share your information as described in this notice.
How
All financial companies must share clients' personal information in order to run their everyday business. In the section below, we list the reasons financial companies can share their clients' personal information; the reasons GreatBanc Trust Company chooses to share; and whether you can limit this sharing.
Reasons We Can Share Your Personal Information
- 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
- Does GreatBanc Trust Company share this information? Yes.
- Can you limit this sharing? No.
- For marketing purposes—to offer our products and services to you
- Does GreatBanc Trust Company share this information? Yes.
- Can you limit this sharing? No.
- For joint marketing with other financial companies
- Does GreatBanc Trust Company share this information? No.
- Can you limit this sharing? We do not share.
- For our affiliates' everyday business purposes—information about your transactions and experiences
- Does GreatBanc Trust Company share this information? Yes.
- Can you limit this sharing? No.
- For our affiliates' everyday business purposes—information about your creditworthiness
- Does GreatBanc Trust Company share this information? No.
- Can you limit this sharing? We do not share.
- For our affiliates to market to you
- Does GreatBanc Trust Company share this information? No.
- Can you limit this sharing? We do not share.
- For nonaffiliates to market to you
- Does GreatBanc Trust Company share this information? No.
- Can you limit this sharing? We do not share.
Questions? Call (888) 647-4282
Who We Are
- Who is providing this notice?
GreatBanc Trust Company
What We Do
- How does GreatBanc Trust Company 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. We also educate our employees about the importance of confidentiality and client privacy.
- How does GreatBanc Trust Company collect my personal information?
We collect your personal information, for example, when you- Open an account or give us your contact information
- Direct us to buy securities or direct us to sell your securities
- Make deposits or withdrawals from your account
- Why can’t I limit all sharing?
Federal law gives you the right to limit:- 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.
Definitions
- Affiliate(s)
Companies related by common ownership or control. They can be financial and nonfinancial companies. Related and affiliate companies include:- US Fiduciary Services
- US Fiduciary Affiliate Services
- Arboretum Wealth & Trust Management
- Nonaffiliate(s)
- Companies not related by common ownership or control. They can be financial and nonfinancial companies. GreatBanc Trust Company 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. GreatBanc Trust Company does not have any agreements with nonaffiliated financial companies to market to you.