Etana Custody Privacy Policy

Etana Custody Privacy Policy

Protecting your personal information is an important priority for Etana. The privacy policy is designed to support this objective. Etana collects non-public personal information concerning you via Information provided by you or your representative on applications or other forms furnished to Etana or through other interactions that you or your representative have with Etana.

 

Etana employs physical, electronic, and procedural controls to safeguard your information. For example, Etana authorizes access to your personal and account information only for personnel who need that information in order to provide products or services to you.

 

Etana does not disclose any non-public personal information about you, except as permitted by law. If you decide to close your account, Etana will continue to adhere to the privacy policies and practices as described in this notice.

 

How and Why We Obtain Information

To facilitate the servicing of your account, Etana may receive non-public personal information about you from from any of the following sources:

 

Your 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)

 

Information from consumer reporting agencies
Information from other third-party data services (for example, to verify your identity and to better understand your product and service needs)
Other sources with your consent or with the consent of your broker

 

How We Protect Information About You

Etana considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical, electronic, and procedural controls, and we regularly adapt these controls to respond to changing requirements and advances in technology. Within Etana, we restrict access to your information to those who require it to develop, support, offer, and deliver products and services to you.

 

How We Share Information About You

We may share the personal information that we collect about our customers, prospects, or former customers with their brokers or with:

 

Etana corporate affiliates, including internal service providers (for example, our data processing division)
Unaffiliated service providers (for example, printing and mailing companies, liquidity providers, and other entities who may provide services at Etana’s direction)
Government agencies, other regulatory bodies, and law enforcement officials (for example, for tax purposes or for reporting suspicious transactions)

 

Other organizations, with your consent or as directed by your broker (for example, if you request personalized performance reporting) or as permitted or required by law (for example, for fraud prevention or to respond to a subpoena)

 

Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by Etana.

 

Online Privacy

Privacy, security and service in Etana' online operations are just as critical as in the rest of our business. We use firewall barriers, encryption techniques and authentication procedures, among others, to maintain the security of your online session and to protect Etana accounts and systems from unauthorized access.
When you interact with us through online channels (for example, websites and mobile applications) owned and controlled by Etana ("Etana websites"), Etana manages personal information in accordance with all of the practices and safeguards described previously.

 

When you visit Etana websites, we may collect technical and navigational information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on Etana websites. We use this information for a variety of purposes, such as maintaining the security of your online session, facilitating site navigation, improving Etana website design and functionality, and personalizing your experience on Etana websites. Additionally, the following policies and practices apply when you are online.

 

Cookies and similar technologies

We use cookies and similar technologies to support the operation of Etana websites. Cookies are small amounts of data that a website exchanges with a web browser or application on a visitor's computer or mobile device. Cookies help us to collect information about visitors to Etana websites, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site. Etana cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

 

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on an Etana website, or if you delete cookies, you may experience some inconvenience in your use of Etana websites. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device or your online preferences.

 

Connecting with Etana on social media sites

Etana provides experiences on social media platforms that enable online sharing and collaboration among users who have registered to use them. We may collect information you provide by interacting with us via social media, such as photographs, opinions, or Twitter handle. Any content you post, such as pictures, information, opinions, or any personal information that you make available to other participants on these social platforms, is also subject to the Terms of Use and Privacy Policies of those platforms. Please refer to them to better understand your rights and obligations with regard to such content.

 

Etana mobile applications

Etana mobile applications ("apps") allow you to access your accounts, trade securities, move money, and access third-party news and research using wireless or mobile devices. Our privacy practices apply to any personal information or other information that we may collect through the apps.

 

Protecting children's privacy online

Etana websites are not directed to individuals under the age of thirteen (13). Etana does not intentionally collect information on Etana websites from those we actually know are under 13, and we request that these individuals do not provide personal information through the sites.

 

Access to Your Information

You may access and, if necessary, correct your account information through a variety of media offered by your broker and Etana (e.g., statements or online services). Please contact your broker if you require any additional information.
This privacy policy is reviewed annually. The printed and online notices are then updated to reflect any changes.

 

Etana Custody Privacy Policy

Protecting your personal information is an important priority for Etana. The privacy policy is designed to support this objective. Etana collects non-public personal information concerning you via Information provided by you or your representative on applications or other forms furnished to Etana or through other interactions that you or your representative have with Etana.

 

Etana employs physical, electronic, and procedural controls to safeguard your information. For example, Etana authorizes access to your personal and account information only for personnel who need that information in order to provide products or services to you.

 

Etana does not disclose any non-public personal information about you, except as permitted by law. If you decide to close your account, Etana will continue to adhere to the privacy policies and practices as described in this notice.

 

Additional Information

If you are a former customer, your information is treated in the same manner as the information of current customers.

 

Etana offers several options for accessing and, if necessary, correcting your account information. You can review your information using your statements, or through our automated telephone or Internet services. You may also write or call us with your request for information. If we serve you through an affiliate, please contact them directly.