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 financial information Investment holdings and investment experience financial goals and financial history
When you are no longer our customer, we continue to share your information 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 Garde Capital chooses to share; and whether you can limit this sharing.
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 Garde Capital share? Yes | Can you limit this sharing? No
For our marketing purposes— to offer our products and services to you Does Garde Capital share? Yes | Can you limit this sharing? No
For joint marketing with other financial companies Does Garde Capital share? Yes | Can you limit this sharing? We don’t share
For our affiliates’ everyday business purposes— information about your transactions and experiences Does Garde Capital share? Yes | Can you limit this sharing? We don’t share
For our affiliates’ everyday business purposes— information about your creditworthiness Does Garde Capital share? Yes | Can you limit this sharing? We don’t share
For nonaffiliates to market to you Does Garde Capital share? Yes | Can you limit this sharing? We don’t share
Garde Capital, Inc.
How does Garde Capital 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 restrict access to your personal information to those individuals who need to know the information to provide services and/or products to you.
How does Garde Capital collect my personal information?
We collect your personal information, for example, when you Open an account or deposit funds.
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. See below for more on your rights under state law.
Companies related by common ownership or control. They can be financial and nonfinancial companies.
We have no affiliates.
Companies not related by common ownership or control. They can be ﬁnancial and nonﬁnancial companies. They may include:
Custodians, e.g., Charles Schwab, Inc or Fidelity Performance Reporting providers such as Black Diamond
A formal agreement between nonafﬁliated ﬁnancial companies that together market ﬁnancial products or services to you.
You may have privacy protections under applicable state laws, including those for California residents. To the extent the state laws apply, we will comply with them when we share information about you, and in some case may be limited by you.
California Residents: The California Information Privacy Act provides additional protections to control whether we share some of your personal information. In accordance with California law, 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
Questions? Please call 206-552-7900.