EFFECTIVE DATE: MARCH 31, 2026
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 the 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, account numbers, and account balances
- Account transactions and transactions history
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 Milestone Bank chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
|
Reason |
Do we share |
Can you limit this sharing |
|
For our everyday business purposes - such as to process your transactions, maintain your account(s), verify identity, prevent fraud, respond to court orders or legal investigations |
Yes |
No |
|
For our marketing purposes - to offer our products and services to you |
No |
No |
|
For joint marketing with other financial companies |
No |
Not Shared |
|
For our affiliates’ everyday business purposes – information about your transactions and experiences |
Yes |
No |
|
For our parent company or affiliates’ everyday business purposes – information about your creditworthiness |
No |
Not Shared |
|
For our affiliates to market to you |
No |
Not Shared |
|
For nonaffiliates to market to you |
No |
Not Shared |
If you have questions about this Privacy Policy or our privacy practices, please contact us at (877) 900-8098 or email us at CustomerSupport@milestonebank.com
WHAT WE DO
How do we protect your 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.
How do we collect your personal information?
We collect your personal information, for example, when you:
- Open an account or deposit/withdraw money, provide account information or give us your contact information
- We may also collect additional personal information when we perform ID verification, using a third-party provider, as required by federal regulations.
Why can't I limit all sharing?
Federal law gives you the right to limit only:
- Sharing for affiliates' everyday business purposes — information about your creditworthiness;
- Affiliates from using your information to market to you; and
- Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account that I hold jointly with someone else?
Your choice will apply to everyone on your account, unless you tell us otherwise.
DEFINITIONS
Affiliates:
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Milestone Bank an affiliate of Milestone Capital Partners, Inc., our parent company.
Non-affiliates:
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- We do not share your information with non-affiliates for marketing purposes.
Joint Marketing:
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Milestone Bank does not participate in joint marketing with non-affiliates.
PRIVACY NOTICE CONTINUED - OTHER IMPORTANT INFORMATION
Depending on your state of residence, you may have one or more privacy rights under applicable state privacy laws. To the extent these state laws apply, we will comply with them when we share information about you. You will receive another privacy notice that describes these additional rights.
Do Not Call Policy. This notice is the Milestone Bank Do Not Call Policy under the Telephone Consumer Protection Act. We do not solicit via telephone numbers listed on the state or federal Do Not Call lists, unless the law allows. Milestone Bank employees receive training on how to document and process telephone marketing choices. Consumers who ask not to receive telephone solicitations from Milestone Bank will be placed on the Milestone Bank Do Not Call list and will not be called in future campaigns, including those of Milestone Bank affiliates.
