How to prevent your information from being sold
Click on the link “Do Not Sell My Personal Information” when logged into our website and then click on the link “click here” to confirm your request. If you are not logged in, then we cannot identify you and record your request.
How we identify you
Should you request to not allow us to sell your information or wish to delete your information to the extent it is permitted by FINRA and the SEC (we have strict data retention rules for customer information and transactions), we will require a phone call to our toll free number 800-317-2200. We will ask you for personal identifiable information that may include your name, address, recent transaction information and social security number. If we are unable to verify you, we will send you a letter to your home address with a security code to identify you and request you call us at 800-317-2200.
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