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Woodstock Financial Group, Inc. collects nonpublic personal information about you from the following sources:

• Information we receive from you on applications or other forms
• Information about you transactions with us or others
• Information we may receive from a computer reporting agency

If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Woodstock Financial Group, Inc. restricts access to your personal and account information to those employees who need to know that information to provide products and/or services to you. Woodstock Financial Group, Inc. maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information.

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.

This policy will remain in effect until further notice.

For your reference, this policy has been posted to our Web site at www.woodstockfg.com. If you have any questions or concerns, please contact us via email at compliance@woodstockfg.com.

Relationship(s) With Other Financial Institutions

 Woodstock Financial Group, Inc. maintains an exclusive clearing relationship with Southwest Securities, Inc. of Dallas, Texas. It should be noted that Southwest Securities has access to the identical information that Woodstock Financial Group, Inc. has access to. You may view their privacy policy at www.swst.com. 

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