Privacy Policy

At IBS Investment Bank we are committed to providing you with a wide variety of financial products, backed by consistently high levels of service. While information is integral to our ability to serve you, we recognize the importance of keeping your personal information private.

  1. We protect your information from unauthorized access through the use of established and exacting security standards.
  2. We take steps to verify your identity before assisting you.
  3. We collect and use customer information from applications, account usage, and other sources only to the extent needed to conduct our business and better serve you.
  4. We do not share or sell customer information to any third-party companies who might use that information to try and market their products or services.
  5. We take all reasonable steps to dispose of copies of your personal information in an appropriate manner to prevent unauthorized access or distribution.
  6. We exchange customer information, to the extent permissible by law, for the purposes of internal operations, as required by law enforcement, to meet Patriot Act Requirements, and to mitigate risk management. Any organization that provides account services to our company is required to uphold our privacy standards.
  7. This summary updates and replaces any previous privacy policy notices. For the most current statement about our privacy policy, and for information about affiliate sharing, please call our office.