They can be financial and nonfinancial companies Your choices will apply to everyone on your account.Ĭompanies related by common ownership or control. What happens when I limit sharing for an account I hold jointly with someone else?

See below for more on your rights under state law. State laws and individual companies may give you additional rights to limit sharing. sharing for nonaffiliates to market to you.affiliates from using your information to market to you.sharing for affiliates' everyday business purposes - information about your creditworthiness.We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.įederal law gives you the right to limit only

make deposits or withdrawals from your account.

seek advice about your investments or tell us about your investment or retirement portfolio.

open an account or give us your income information.

We collect your personal information, for example, when you To learn more about security at Schwab, please visit How does Schwab collect my personal information? These measures include computer safeguards and secured files and buildings. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. What we do How does Schwab protect my personal information? The Charles Schwab Corporation (also 'Schwab') and its affiliates. However, you can contact us at any time to limit our sharing.Ĭall 87 or 80 or go to /privacy. When you are no longer our customer, we continue to share your information as described in this notice. If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. or + 1-41 from outside the U.S.‚-our menu will prompt you through your choices. Information about your transactions and experiencesĬall 87 within the U.S. To offer our products and services to youįor joint marketing with other financial companiesįor our affiliates' 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 Reasons we can share your personal informationĭoes The Charles Schwab Corporation share? In the section below, we list the reasons financial companies can share their customers' personal information the reasons The Charles Schwab Corporation chooses to share and whether you can limit this sharing.

account balances and transaction historyĪll financial companies need to share customers' personal information to run their everyday business.

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

Please read this notice carefully to understand what we do. Federal law also requires us to tell you how we collect, share, and protect your personal information. Federal law gives consumers the right to limit some but not all sharing. WHAT DOES THE CHARLES SCHWAB CORPORATION DO WITH YOUR PERSONAL INFORMATION? Why?įinancial companies choose how they share your personal information. Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.

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