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Privacy Policy



An Important Notice Concerning Your Privacy From Financial IQ, LLC


Maintaining your trust and confidence is a high priority. That’s why Financial IQ, LLC wants you to understand how we protect your privacy when we collect and use information about you, and the measures we take to safeguard that information. As used in this notice, the terms “we”, “our” and “us” refer to Financial IQ, LLC * and select affiliates.


Information We Collect


As part of providing you with products and services, we obtain non-public personal information (“Customer Information”) about you, including:



Information Security


Only those persons who need it to perform their job responsibilities are authorized to have access to your Customer Information. We maintain security measures that comply with legal requirements to safeguard your Customer Information.


Disclosures of Customer Information


We do not disclose any Customer Information about our customers or former customers to anyone, except as permitted by law. To provide customer service to you, process account transactions that you request and authorize, and perform other requested services in connection with your account(s), it may be necessary for us to disclose Customer Information to companies that work with us. Please note that, in each case where information is shared with companies that work with us, those companies are not permitted to use the information for any purpose other than to assist us in servicing of your account(s), or as permitted by law.


Our Affiliates