Privacy Policy

What?

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 wire trans­fer instructions
• account bal­ances and check­ing account information
• trans­ac­tion his­to­ry and account transactions

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 Inves­tar Bank, Nation­al Asso­ci­a­tion choos­es to share; and whether you can lim­it this sharing.

For our 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.

Yes

No

For our mar­ket­ing pur­pos­es– to offer our prod­ucts and ser­vices to you.

Yes

No

For joint mar­ket­ing with oth­er finan­cial companies

Yes

No

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 our affil­i­ates to mar­ket to you

No

We Don’t Share

For non-affil­i­ates to mar­ket to you

No

We Don’t Share

How does Inves­tar Bank, Nation­al Asso­ci­a­tion col­lect my per­son­al information?

We col­lect your per­son­al infor­ma­tion, for exam­ple, when you:

• open an account or apply for a loan
• make deposits or with­drawals from your account or pro­vide account information
• give us your con­tact information

We also col­lect your per­son­al infor­ma­tion from oth­ers, such as cred­it bureaus, affil­i­ates, or oth­er companies.

Why can’t I lim­it all sharing?

Fed­er­al law gives you the right to lim­it only:

• shar­ing for affil­i­ates’ every­day busi­ness pur­pos­es — infor­ma­tion about your creditworthiness
• affil­i­ates from using your infor­ma­tion to mar­ket to you
• shar­ing for non­af­fil­i­ates to mar­ket to you

State laws and indi­vid­ual com­pa­nies may give you addi­tion­al rights to lim­it sharing.

Non­af­fil­i­ates

Com­pa­nies not relat­ed by com­mon own­er­ship or con­trol. They can be finan­cial and non­fi­nan­cial companies.

Inves­tar Bank, Nation­al Asso­ci­a­tion does not share with non­af­fil­i­ates so they can mar­ket to you.

Joint Mar­ket­ing

A for­mal agree­ment between non­af­fil­i­at­ed finan­cial com­pa­nies that togeth­er mar­ket finan­cial prod­ucts or ser­vices to you.

Our joint mar­ket­ing part­ners include secu­ri­ties bro­ker-deal­er and insur­ance companies.