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WHAT DOES ORION ADVISOR SOLUTIONS, INC. (“ORION”) 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 how we collect, share, and 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
  • Employment information
  • Account balances
  • Account transactions
  • Income
  • Investment experience

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 a customer’s personal information to run their everyday business – to process transactions, maintain customer accounts, and report to credit bureaus. In the section below, we list the reasons financial companies can share their customer’s personal information; the reasons NorthStar chooses to share; and whether you can limit this sharing.