You work hard to grow income so you can comfortably retire. Make sure you work with the right retirement plan administrator that can enable you to meet your goals.
You have chosen to do business with the custodian, Mainstar Trust, and the administrator/record-keeper, Advanta IRA Services, LLC. As our client, the privacy of your personal nonpublic information is very important. We value our customer relationships and we want you to understand the protections we provide in regard to your accounts with us.
We collect nonpublic personal information about you from the following sources to conduct business with you :
We do not sell or disclose any nonpublic information about you to anyone, except as permitted by law or as specifically authorized by you. We do not share nonpublic personal information with our affiliates or other providers without prior approval by you. Information we are allowed to share by federal law includes providers that process and service your accounts. All providers of services in connection with the custodian and administrator have agreed to the custodian and administrator‘s confidentiality and security policies.
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
We restrict access to nonpublic personal information to those employees who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural guidelines that comply with federal standards to guard your nonpublic personal information. The custodian reserves the right to revise this notice and will notify you of any changes in advance. If you have any questions regarding this policy, please contact us.
Ready to start taking advantage of tax-deferred or tax-free investment opportunities?