Information We Collect
ABA collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information ABA collects may include:
- Information ABA receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
- Information you provide ABA directly about your personal finances or personal circumstances or which ABA may receive from brokerage statements or other information you authorize ABA to receive.
Information Disclosed In Administering Products and Services
ABA will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. ABA does not sell any personal information about you to any third party. ABA will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
ABA has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, ABA maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.
If you have questions, please contact us (518) 459-6700.