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.
The types of personal information we collect and share depend on the product or service you have with us. This
information can include:
When you are no longer our customer, we continue to share your information as described in this notice.
All financial companies need to share customer’s personal information to run their everyday business. In the section
below, we list the reasons financial companies can share their customers’ personal information, the reasons Greenwood
Capital Associates, LLC chooses to share, and whether you can limit this sharing.
Reasons we can share your personal information: | Does Greenwood Capital Associates, LLC 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 | No |
For joint marketing with other financial companies | No | We don’t share |
For our affiliates’ everyday business purposes – information about your transactions and experiences | Yes | No |
For our affiliates’ everyday business purposes – information about your creditworthiness | No | We don’t share |
For our affiliates to market to you | No | We don’t share |
For non-affiliates to market to you | No | We don’t share |
Who is providing this notice
Greenwood Capital Associates, LLC
How does Greenwood Capital Associates, LLC protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with
federal law. These measures include computer safeguards and secured files and buildings. We will continue to test and
update our technology to improve the protection of your information.
How does Greenwood Capital Associates, LLC collect my personal information?
We collect your personal information, for example, when you:
We also collect your personal information from others, such as affiliates or other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing.
Companies related by common ownership or control. They can be financial and non-financial companies.
Our affiliates include TCB Corp., Countybank, Countybanc Insurance Services, Inc., Countybank Mortgage, Counybanc
Investment Services Inc., and Countybank Trust Services.
Companies not related by common ownership or control. They can be financial and non-financial companies.
Greenwood Capital Associates, LLC does not share with nonaffiliates so they can market to you.
A formal agreement between nonaffiliated financial companies that together market financial products or services to
you.
Greenwood Capital Associates, LLC does not jointly market.
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Important Notice
You are now leaving the Greenwood Capital website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.
Schwab is a registered broker-dealer and is not affiliated with Greenwood Capital or any advisor(s) whose name(s) appears on this Website. Greenwood Capital is independently owned and operated. Schwab neither endorses nor recommends Greenwood Capital. Regardless of any referral or recommendation, Schwab does not endorse or recommend the Investment strategy of any advisor. Schwab has agreements with Greenwood Capital under which Schwab provides Greenwood Capital with services related to your account. Schwab does not review the Greenwood Capital Website, and makes no representation regarding the content of the Website. The information contained in the Greenwood Capital Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.