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SEC regulations require all financial institutions to disclose their privacy policy to their clients. You have trusted us with your private financial information and we want you to know that we keep all of this information secure and confidential.

Information We Collect

We collect personal information about you from the following source:

  • Information you have given us on applications or other forms

Access to Personal Information

Access to your personal information is limited to those employees of Wabash Capital who need it to perform their job duties or to maintain service to you.

Sharing Personal Information

We do not sell your personal information to anyone. We may provide information about you to non-affiliated companies that work for us, such as the custodian of your assets. These companies work on our behalf and are obligated to keep any information we might provide them confidential and only use the information to provide the services we have asked them to perform for you and us.

Privacy Policy in the Future

We will send you our privacy policy on an annual basis as long as you maintain a relationship with us. If your account closes for any reason, we will continue to treat and safeguard your personal information as described in this policy.

We take very seriously our obligation to keep your personal information private. If you have any questions about our privacy policy, please do not hesitate to call us.