Privacy
- Privacy
As your Brokerage firm & Insurance Agency, we at Integral Financial LLC, understand the importance of protecting your privacy. We have policies in place to maintain the confidentiality and security of your personal information. The following is designed to help you understand what information we collect about you and how we use that information to serve your account. Integral Financial does not and will not sell your personal information to anyone, for any reason.
Confidentiality and Security
We restrict access to nonpublic, personal information about you to those employees and agents who we have determined need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information.
Categories of information that Integral Financial LLC collects:
We collect the following types of nonpublic, personal information about you:
• Information that is contained on account applications, agreements or other forms.
• Information about your transactions or others in your account
• Information we receive from a consumer reporting agency
We do not disclose any nonpublic, personal information about our customer or former customers to anyone except as permitted by law.
Contact Us
To change your privacy preferences, provide us with updated information, report suspected fraud or identity theft, or for any other questions, please call 888-666-6551 or email to info@infi.biz
Our clearing firm – Southwest Securities, Inc. Privacy Policy, please click here.