Facts:

What does wealthMD corporation 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 Income
● Investment Experience and Assets
● Employment Information and Risk Tolerance

When you are no longer our customer, we continue to share your information as described in this notice.

How?

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 wealthMD Corporation chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does wealthMD Corporation share?Can you 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.
YESNO
For our marketing purposes –
to offer our products and services to you.
NOWe don’t share
For joint marketing with other financial companies.NOWe don’t share
For our affiliates’ everyday business purposes

information about your transactions and experiences.
NOWe don’t share
For our affiliates’ everyday business purposes

information about your creditworthiness.
NOWe don’t share
For non-affiliates to market to you.NOWe don’t share

Who we are

 
Who is providing this notice?wealthMD Corporation

What we do?

 
How does wealthMD Coproration 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 maintain safeguards that comply with federal standards to protect nonpublic personal information of our customers, including procedures to assure appropriate access to, and use of, information about our customers.
How does wealthMD Corporation collect my personal information?We collect your personal information, for example, when you
● Seek advice about your investments or Enter into an investment advisory contract
● Show your driver’s license or Give us your contact information
● Tell us about your investment or retirement portfolio We also collect your personal information from others, such as credit bureaus, affiliates, or 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 non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

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

● wealthMD Corporation has no affiliates.
Non-affiliatesCompanies not related by common ownership or control. They can be financial and non financial companies.

● wealthMD Corporation does not share with non-affiliates so
they can market to you.
Joint MarketingA formal agreement between non-affiliated financial companies that together market financial products or services to you.

● wealthMD Corporation does not jointly market.

Questions?

Call 1-877-548-0541 or Contact Us.