What does intellicents investment solutions inc., (intellicents) 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 information we collect, and share depend on the product or service you have with us. This information can include:
• Social Security Number and driver's license number
• Account balances and income
• Addresses and contact information
When you are no longer our client, we continue to share your information as described in this notice.

how:

All financial companies need to share client’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their client’s personal information; the reasons intellicents 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 to report to credit bureaus.

For our marketing purposes – to offer our products and services to you.

For joint marketing with other financial companies

For our affiliates’ everyday business purposes – Information about your transactions and experiences

For our affiliates to market to you

For non-affiliates to market to you

Does iis share?

Can you limit?

Yes

No

N/A

No

N/A

No

N/A

questions?call

800.880.4015

who we are:

intellicents investment solutions inc.

what we do:

How does intellicents 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.
How does intellicents collect my personal information?
We collect your personal information, for example, when you:
• Open or close an account
• Authorize a trade or authorize a direct fee-deduction
• Authorize to raise cash
• Have a financial plan prepared
We may also collect your personal information from other companies.
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.

what does intellicents do with my mobile information?
by providing your mobile phone number to intellicents, you agree and acknowledge that intellicents may send text messages to your mobile phone number. message and data rates may apply. message frequency may vary. you may opt-out at any time by replying “stop”. no mobile information will be shared with third parties/affiliates for marketing/promotional purposes. notwithstanding any other statement within this privacy policy, originator opt-in data and consent will never be shared with any third parties.

definitions:

affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

intellicents investment solutions inc. is affiliated with the intellicents group of companies: intellicents, inc.; intellicents of kansas city, inc.; intellicents evergreen llc; intellicents of pella, llc; intellicents lone star llc; and intellicents of lawrence llc.

joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

intellicents investment solutions inc. does not do joint marketing.

non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

These include broker/dealers, mutual fund companies, insurance companies and other financial institutions.