- companies we have hired to provide marketing services on our behalf;
- other financial institutions, which we jointly provide financial products or services;
- our affiliated companies;
- anyone to whom you have authorized us to disclose the information;
- and others as permitted or required by law.
Disclosure of information about former customers.
If you do not want us to share any of your information with any nonaffiliated third parties, including the registered representative servicing your account when he or she leaves us to join another firm, you may contact us in order to stop operations with your representative.