Privacy & Security Policy
- We do not sell your personal information to anyone.
- We do not disclose personal information to third parties, unless one of the following limited exceptions applies.
- We disclose personal information to Charles Schwab & Co., Inc. while establishing accounts for you.
- We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted under law; for example, to cooperate with regulators or law enforcement authorities, resolve consumer disputes, perform credit authentication check or for institutional risk control.*
- We do collect personal information in the normal course of business in order to administer your account and serve you.
- Transaction information: Once you have an account with us, to administer your account and better serve you, we collect and maintain personal information about your account, including transactions, balances, positions and history, and may include your name or other data in an internal client list that reflects your account with Creative Financial Design.
- We use your personal information to fulfill our regulatory obligation and to help us deliver the best possible service to you.
- We protect the confidentiality and security of your personal information.
- We restrict access to personal information to our employees for business purposes only. All employees are trained and required to safeguard such information.
- We maintain physical, electronic and procedural safeguards to guard your personal information.
- We continue to evaluate our efforts to protect personal information and make every effort to keep your personal information accurate and up to date.
- If you identify any inaccuracy in your personal information, or you need to make a change to that information, please contact us.
- We will provide notice of changes in our information sharing practices.
