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Privacy Policy

FACTS

WHAT DOES XXI WEALTH, LLC DO WITH YOUR FINANCIAL 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 depends on the product or service you have with us. This information can include:

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 XXI Wealth, LLC chooses to share; and whether you can limit this sharing.

Questions?

Call (312) 300-2670 or go to www.xxiwealth.com

Reasons we can share your personal information

Does XXI Wealth, LLC share?

Can you limit this sharing?

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


No

For our marketing purposes –

to offer our products and services to you


Yes


No

For joint marketing with other financial companies


No


Not applicable

For our affiliates’ everyday business purposes

–

information about your transactions and experiences


No


Not applicable

For our affiliates’ everyday business purposes

–

information about your creditworthiness


No


Not applicable

For our affiliates to market to you

No

Not applicable

For nonaffiliates to market to you

No

Not applicable

Who we are

Who is providing this notice?

XXI Wealth, LLC


What we do

How does XXI Wealth, LLCprotect my 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 building.

How does XXI Wealth, LLC collect my personal information?

We collect your personal information, for example, when you:

  • Open an account

  • Deposit money

  • Seek advice about your investments

  • Enter into an investment advisory contract

  • Tell us about your investment or retirement portfolio or earnings

We also collect your personal information from other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday purposes-information about your creditworthiness

  • Affiliates from using your information to market to you

  • Sharing for non-affiliates to market to you


State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership and control. They can be financial and nonfinancial companies.

  • We may share information with our affiliates for our everyday business purposes, including information about your transactions and experiences.

Nonaffiliates

Companies not related by common ownership and control. They can be financial or nonfinancial companies.

  • We do not share with non-affiliates so that they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or service to you.

  • We do not jointly market.

Other important information

Text Messaging Communications: XXI Wealth, LLC may communicate with clients via text messaging for account servicing or administrative purposes. These messages may be retained in accordance with SEC Books and Records Rule 204-2 and our firm's recordkeeping policies. Clients should not send confidential personal information via text (such as Social Security numbers, account numbers, or trade instructions). All texting with clients is subject to monitoring and supervision.