Privacy Policy
PRIVACY OF CONSUMER FINANCIAL INFORMATION NOTICE AS REQUIRED BY REGULATION S-P OF SECURITIES AND EXCHANGE COMMISSION
Wealthstreet Investment Advisors, LLC collects nonpublic personal information about its clients from the following sources:
Information it receives from applications or other forms, Information about transactions with Wealthstreet Investment Advisors, LLC or others, and Information it receives from a consumer-reporting agency.
Wealthstreet Investment Advisors, LLC does not disclose any nonpublic personal information about its clients to anyone, except as permitted by law.
If a client decides to close their account(s) or become an inactive customer, Wealthstreet Investment Advisors, LLC will adhere to the privacy policies and practices as described in this notice.
Wealthstreet Investment Advisors, LLC restricts access to the clients’ personal and account information to those employees who need to know that information to process your transactions and maintain your accounts. Wealthstreet Investment Advisors, LLC maintains physical, electronic, and procedural safeguards to guard the client’s non-public personal information.