Privacy Notice Facts: What does Mechanical Financial, LLC do with your personal information? Why?

‍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 we collect; share protect your personal information. Please read this notice carefully to understand what we do. 

‍What? The types of personal information we collect, and share depend on the product or service you have with us. This information can include: Social Security number and investment experience Income and Risk Tolerance Assets and account transactions. When you are no longer our customer, we continue to share your information as described in this notice.

 How? All financial companies need to share customers’ 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 Mechanical Financial chooses to share; and whether you can limit this sharing.

 Reasons We Can Share Your Personal Information: 

Does Mechanical Financial share?  
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 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
Can you limit sharing? No

Does Mechanical Financial Share?
For our marketing purposes –  Does Mechanical Financial share?  Does Mechanical Financial share?  to offer our products and services to youYes
Can you limit sharing? No

Does Mechanical Financial share?
For joint marketing with other financial companies - Yes
Can you limit sharing? No

Does Mechanical Financial share?
For our affiliates’ everyday business purposes – information about your transactions and experiencesYes
Can you limit sharing? No

Does Mechanical Financial share?
For our affiliates’ everyday business purposes – Information on credit worthiness - No

We don’t share tononaffiliates’ to market to you

‍‍Questions - Call (916)517-8981 or go to www.mechanicalfinancial.com.

‍Who We Are: Mechanical Financial, LLC

‍What We Do:
How does Mechanical Financial protect your 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. How does Mechanical Financial collect my personal information your information? We collect your personal information, for example, when you: Open an account or give us your contact information Seek advice about your investments or tell us about your investment or retirement portfolio Enter an investment advisory contract We also collect your personal information from others, such as credit bureaus, affiliates or other companies.

‍Why can’t I limit all sharing? Federal law gives you the right limit only: Sharing for affiliates’ everyday business purposes – information about your credit worthiness Affiliates from using your information to market you Sharing for nonaffiliates to market you State laws and individual companies may give you additional rights to limit sharing. See the Other Important Information section for your rights under state law.

 Definitions:

Affiliates – Companies related by common ownership or control. They can be financial and nonfinancial companies.Mechanical Financial, LLC current do not have any affiliates Nonaffiliates – Companies not related by common ownership or control. They can be financial and nonfinancial companies.

 Mechanical Financial, LLC current do not have any nonaffiliates.

Joint Marketing – A formal agreement between nonaffiliated financial companies that together market financial products for services to you.

 Mechanical Financial, LLC is not in such agreement at this timeOther Important Information: California residents: We will not share information we collect about you with companies outside of Mechanical Financial, LLC, unless permitted by law. We will also limit sharing among Mechanical Financial’s and our affiliate companies to the extent required by California law. 

‍Other residents: We are not registered in other states besides California.