We restrict account access of personal information we obtain when an account is opened with us. The information we collect may include name, address, phone number, email address, social security number and date of birth as well as other details about investments and investment experience. We maintain electronic and procedural safeguards that comply with federal standards to guard our client’s non-public information. Any non-public information is protected by physical (restricted access, shredding of discarded documents) and electronic safeguards (password protected online access). Any exceptions, such as information provided to those who perform service for you (accountants, tax preparers, financial planners, attorneys), require your special approval.