Privacy Policy

What does Plexus do with your personal information?

 

What?

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.
Why?

The types of personal information we collect and share depend on the product or
service you have with us. This information can include:

  • Taxpayer identification number and assets for which we advise
  • Account balances and transaction history
  • Wire transfer instructions
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
Plexus chooses to share; and whether you can limit this sharing.

 

Reasons we can share your information Does Plexus share? Can you limit this sharing?
For our everyday business purposes –
such as to process your transactions, maintain your capital account(s), respond to court orders and legal investigations, or report to credit bureaus		 Yes No
For our marketing purposes –
to offer our products and services to you		 No We do not share
For joint marketing with other financial companies No We do not share
For our affiliates’ everyday business purposes –
information about your transactions and experiences		 No We do not share
For our affiliates’ everyday business purposes –
information about your creditworthiness		 No We do not share
For non-affiliates to market to you No We do not share

 

Questions? Call (919) 256-6340

 

What we do
How does Plexus protect my
personal information?		 To protect your personal information and / or institutional data from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
For our marketing purposes –
to offer our products and services to you		 No
For joint marketing with other financial companies No
For our affiliates’ everyday business purposes –
information about your transactions and experiences		 No
For our affiliates’ everyday business purposes –
information about your creditworthiness		 No