Effective date: May 24, 2024
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 income
• Account balances and payment history
• Credit history and credit scores
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 we choose to share; and whether you can limit this sharing.
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
For our marketing purposes—
to offer our products and services to you
For joint marketing with other financial companies
For our affiliates’ everyday business purposes—
information about your transactions and experiences
For our affiliates’ everyday business purposes—
information about your creditworthiness
For our affiliates to market to you
For non-affiliates to market to you
Mail the form below
Please note:
If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
Call 321-259-9335
The McEnerney Group, LLC
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.
We collect your personal information, for example, when you
• Open an account or deposit money
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 non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Your choices will apply to everyone on your account—unless you tell us otherwise.
Companies related by common ownership or control. They can be financial and non-financial companies.
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
A formal agreement between non-affiliated financial companies that together market financial products or services to you.