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Home » Investments » Fidelity Investment

Fidelity Investments Privacy Policy How and Why We Obtain Personal ...

Source: www.fordham.edu
Topic: Fidelity Investment

Sort Desciption: in conjunction with the Privacy Policy for the Fidelity Investments companies ... Fidelity Investments and the Fidelity Funds have always been committed to ...

Content Inside: Fidelity Investments Privacy Policy How and Why We Obtain Personal Information Fidelity uses personal information about you to provide you with the superior service you expect from us. We may use this information to develop, offer, and deliver products and services; process transactions in your account; respond to inquiries from you or your representative; or to fulfill legal and regulatory requirements. Fidelity may collect public and nonpublic personal information about you from any of the following sources: You or your representative on applications or forms (for example, name, address, Social Security number, birth date, assets and income) Transactional activity in your account (for example, trading history and balances) Other interactions with Fidelity (for example, discussions with our customer service staff or your entry of information into our interactive tools) Information services and consumer reporting agencies (for example, to verify your identity, to assess your creditworthiness or to better understand your product and service needs) You or your representative regarding your preferences (for example, paper statements vs. electronic statements, or the screen layout you specify if you use our Internet sites) Other sources with your consent or with the consent of your representative (for example, from other institutions if you transfer positions into Fidelity) How We Protect Your Information Fidelity has always considered the protection of sensitive information to be a foundation of customer trust and a sound business practice. We employ extensive physical, electronic and procedural controls in keeping with industry standards and practices, and we regularly adapt these controls to respond to changing requirements and advances in technology. Within Fidelity and among our service providers, we restrict access to personal information to those who require it to provide products and services to you. We may share the personal information that we collect ...

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