Privacy Policy
Plancorp collects personal financial information about you from the following sources:
- Information we receive from you in preparing a financial plan or investment policy statement; and
- Information about your transactions with independent broker-dealers or mutual fund companies.
We do not disclose any personal financial information about you to anyone, except with your consent or as required or permitted by law. As permitted by law, we may disclose some or all of the information we collect to independent parties that service your account in order to provide services that you request. These service providers may include broker-dealers, banks, and security clearing agencies; and others who provide services to us, such as parties who provide technical support for our systems and our legal and accounting professionals, as well as government agencies and other parties as permitted by law.
Even if you decide to close your account(s) or become an inactive client, we will adhere to the privacy policy described above. Plancorp restricts access to your personal and account information to those employees who need to know that information in order to provide investment advisory services to you. Plancorp maintains physical, electronic, and procedural safeguards to guard your personal financial information.