Privacy Policy

At AB, protecting the privacy and confidentiality of our clients' personal information is a priority. We understand that you have entrusted us with your private financial information, and we will do everything possible to maintain that trust. The following sets forth the details of our approach to ensuring the confidentiality of your personal information.

  • We never sell client lists or information about our clients (or former clients) to anyone.
  • In the normal course of business we collect information about our clients from the following sources: (1) account documentation, including applications or other forms (which may include information such as the client's name, address, social security number, assets and income), and (2) information about our clients' transactions with us (such as account balances and account activity).
  • We have strict policies and procedures to safeguard personal information about our clients (or former clients), which include (1) restricting access and (2) maintaining physical, electronic and procedural safeguards that comply with federal standards for protecting such information.
  • To be able to serve our clients and to provide financial products efficiently and accurately, it is sometimes necessary to share information with companies that perform administrative services for us or on our behalf. These companies are required to use this information only for the services for which we hired them, and are not permitted to use or share this information for any other purpose.