In connection with providing investment products, financial advice, or
other services, we obtain non-public personal information about you, including: • Information we receive from you on account applications, such as your address, date
of birth, Social Security Number, occupation, financial goals, assets and income; • Information about your transactions with us, our affiliates, or others; and
• Information received from credit or service bureau sor other third parties, suc has
your credit history or employment status if needed.