Legacy Wealth Privacy Notice
At Legacy Wealth Partners, LLC, hereinafter known as “LEGACY,” we recognize the importance of protecting your privacy and keeping customer information secure. We have policies in place to maintain the confidentiality and security of your personal information and apply these to all LEGACY products and services. The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account, working on behalf of your financial organization.
Information that LEGACY may collect
In order to provide customer services and fulfill legal and regulatory requirements we collect non-public, personal information about you from the following sources. Examples may not apply to all customers and information may vary accordingly.
Information we receive from you on applications or other forms, such as name, address, date of birth, social security number, marital status, assets, income, investment objectives, risk tolerance; Information about your transactions with us, our affiliates, or others such as your account balances; Information we receive from a consumer reporting agency;
LEGACY and its affiliates does not disclose any non-public, personal information about our customers or former customers to anyone, except as permitted or required by law, such as compliance with a subpoena, fraud prevention, or compliance with an inquiry from a government agency or regulator.
Protecting the confidentiality, security, and integrity of your information
LEGACY is committed to protecting the security of our customer’s personal information. Employees are required to comply with our established privacy policies and procedures. Employees access the information only on a business need-to-know basis. We restrict access to non-public, personal information about you to those employees and agents who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards to protect your non-public, personal information.