GLBA Privacy Policy

FACTS	WHAT DOES FUND&GROW, INC. DO WITH YOUR PERSONAL INFORMATION?
Why?	Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?	"The types of personal information we collect and share depend on the product or service you have with us. This information can include:" Social Security number and income Account balances and payment history Credit history and credit scores
How?	All financial companies need to share customers' personal information to run their everyday business. In the sections below, we list the reasons financial companies can share their customers' personal information; the reasons Fund&Grow, Inc. chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does Fund&Grow, Inc. share?	Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus	Yes	No
For our marketing purposes – to offer our products and services to you	Yes	Yes
For joint marketing with other financial companies	Yes	Yes
For our affiliates' everyday business purposes – information about your transactions and experiences	Yes	Yes
For our affiliates' everyday business purposes – information about your creditworthiness	Yes	Yes
For affiliates to market to you	Yes	Yes
For non-affiliates to market to you	Yes	Yes

To limit our sharing

Call (800) 996-0270 – or
email us at service@fundandgrow.com

Please note: If you are a new customer, we can begin sharing your information 5 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Questions

Call (800) 996-0270 or email us at service@fundandgrow.com

Who we are
Who is providing this notice?	Fund&Grow, Inc.
What we do
How does Fund&Grow, Inc. protect my personal information?	We train our employees to protect all customer information. We maintain physical, electronic and procedural controls that comply with government standards. We authorize our employees, agents and contractors to get information about you only when they need it to do their work with us.
How does Fund&Grow, Inc. collect my personal information?	We collect your personal information, for example, when you Interact with our websites or portals Communicate with us by email, telephone, or mail or During face to face interactions From third parties who you authorize us to collect information from
Why can't I limit all sharing?	Federal law gives you the right to limit only Sharing for affiliates' everyday business purposes – information about your creditworthiness Affiliates from using your information to market to you Sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else?	We limit sharing for both individuals to ensure protection of your wishes.
Definitions
Affiliates	Companies related by common ownership or control. They can be financial and non-financial companies. Our affiliates include companies with a Fund&Grow name and financial companies such as lenders, servicers, and debt collectors.
Non-affiliates	Companies not related by common ownership or control. They can be financial and non-financial companies. Fund&Grow, Inc. does not share with non-affiliates so they can market to you.
Joint marketing	A formal agreement between non-affiliated financial companies that together market financial products or services to you. Our joint marketing partners include financial companies such as lenders, servicers, and debt collectors.

Other Important Information

For other state specific privacy disclosures related to data not otherwise covered by this GLBA Privacy Notice, please see our Privacy Policy available on our website at https://www.fundandgrow.com/privacy-policy.