Privacy Policy


Protecting the confidentiality of your nonpublic personal information is of paramount importance to Albridge.

Accordingly, Albridge follows industry standards in protecting and safeguarding such nonpublic personal information.

To what does this Online Privacy Statement apply?
This Online Privacy Statement applies to the personal information that we collect from or about you via this Albridge website (this “Site”). This Site may contain links to other websites, and this Online Privacy Statement does not apply to those sites. If you link to any of those sites, we recommend that you review their privacy policies. If we materially change our privacy policies or practices, we will also change this Online Privacy Statement to notify you of such changes.

What personal and technical information do we collect via this Site?
This site will collect personal information that you voluntarily provide, such as your name, address, telephone number, or e-mail address. This site may collect information on what country you are accessing this site from; information on which pages within this site you visit; and certain technical information regarding your computer and operating systems, such as your Internet protocol address, domain name, and system configurations and settings. We will not know who you are unless you tell us. Additionally, if this site is a password-protected site, then: (a) once you submit your password and enter, this Site will recognize who you are and will collect all information that you submit, including all electronic instructions (including all transaction information); and (b) any information collected about you from this Site may be associated with other identifying information that we have about you.

On this Site, Albridge may use “cookies” in order to provide better service, to facilitate its clients' use of the website, to track usage of the website, and to address security hazards. A cookie is a small piece of information that a website stores on a personal computer and which it can later retrieve. Albridge may use cookies for some administrative purposes, such as to store your preferences for certain kinds of information. No cookies will contain information that will enable anyone to contact you via telephone, e-mail, or any other means. You can set your Web browser to prompt you before you accept a cookie, accept cookies automatically, or reject all cookies. However, if you choose not to accept cookies from this site, you may not be able to access and use all or part of this site or benefit from the information and services which it offers.

How does Albridge use, share, and secure the information collected via this site?
Albridge uses the information collected via this site in accordance with our Privacy Policy, as stated below.

Albridge collects nonpublic personal information from the following sources:

  • Applications, registrations, forms, or other communications, including electronic communications (such as name, address, e-mail address, phone number and other identifying information)
  • Transactions with Albridge, its affiliates, or others
  • Non-affiliated third parties, such as credit reporting agencies, joint marketing partners, or other entities that may provide you services from time to time
  • Visits to our website Albridge may use personal information in order to operate our business in a prudent manner in accordance with industry standards and applicable law

Albridge may disclose or share nonpublic personal information about its clients with its affiliates, such as banks, investments managers, mortgage lenders, technology service providers and securities broker-dealers, in order for its affiliates to provide and service client accounts. This may, where permitted by local law, include archiving your personal information in a jurisdiction other than your own that may not have equivalent data protection laws.

Albridge does not sell or rent personal information. Albridge may disclose or share personal information about its clients to non-affiliated third parties with whom it has contracted to perform services on its behalf, such as printing, mailing, and processing services, as well as your non-affiliated financial organization, which may have a clearing agreement with Albridge’s affiliate, Pershing LLC. These non-affiliated third parties are required to protect the confidentiality and security of this information and use it only in accordance as contractually agreed upon or instructed by Albridge.

Albridge may also share personal information with government agencies and law enforcement authorities as required or permitted by law, rule or regulation.

Albridge does not disclose nonpublic personal information about former clients, except as permitted or required by law.

How does Albridge protect your personal information?
Internal data security policies restrict access to nonpublic personal information to authorized associates. Albridge maintains physical, electronic and procedural safeguards that are designed to comply with federal standards to guard nonpublic personal information. Associates who violate these polices are subject to disciplinary action, up to and including termination.

Albridge trains and educates our employees in the handling and safeguarding of personal information in accordance with applicable laws, rules, and regulations.