Privacy Policy
What does Fulcrum Capital do with your personal information?
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.
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 financial information
- Investment holdings and investment experience
- Financial goals and financial history
When you are no longer our customer, we continue to share your information as described in this notice.
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 Fulcrum Capital chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Fulcrum Capital 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 comply with regulatory requirements. | Yes | No |
| For our marketing purposes— to offer our products and services to you | No | We don't share |
| For joint marketing with other financial companies | No | We don't share |
| For our affiliates’ everyday business purposes— information about your transactions and experiences | No | We don't share |
| For our affiliates’ everyday business purposes— information about your creditworthiness | No | We don't share |
| For non-affiliates to market to you | No | We don't share |
Questions?
Call (206) 223-9790 or email [email protected]
