Strategic Consulting Privacy Policy

Effective as of January 1, 2023

Facts

What does Strategic Consulting do with your personal information?

Why?

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.

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 account balances
  • Transaction history and income
  • Account transactions and checking account information

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 Strategic Consulting 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 No We don't share
For our affiliates' everyday business purposes — information about your transactions and experiences Yes No
For our affiliates' everyday business purposes — information about your creditworthiness No We don't share
For our affiliates to market to you Yes Yes
For nonaffiliates to market to you No We don't share

Questions? Please contact us at [email protected]

Who We Are

Who is providing this Privacy Policy? Strategic Consulting

What We Do

How does Strategic Consulting protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Strategic Consulting collect my personal information?

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

  • Pay your bills or make deposits or withdrawals from your account;
  • Provide account information or give us your contact information;
  • Show your government issued ID.

We also collect your personal information from 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. See below for more information on your rights under state law.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

Nonaffiliates

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

  • Nonaffiliates we share with can include direct marketing companies.

Joint Marketing

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

  • Our joint marketing partners include financial service companies.

Other Important Information

Important notice about credit reporting: We may report information about your account(s) to credit bureaus and/or consumer reporting agencies. Late payments, missed payments, or other defaults on your account(s) may be reflected in your credit report and/or consumer report.

Do Not Call Policy: This Privacy Policy constitutes Strategic Consulting's Do Not Call Policy under the Telephone Consumer Protection Act for all consumers. Strategic Financial Solutions maintains an internal Do Not Call preference list. Do Not Call requests will be honored within 30 days and will be effective for at least five years from the date of request. No telemarketing calls will be made to residential or cellular phone numbers that appear on the Strategic Financial Solutions Do Not Call list.