Privacy Policy

At Schwab Performance Technologies (SPT), our most important asset is our relationship with our clients. SPT is committed to maintaining your trust by protecting the confidentiality and security of the information about your business.

As part of this commitment, SPT and The Charles Schwab Corporation (Schwab) describe in this Privacy Policy how SPT handles information about you ("Investment Advisor") and about the investors who are your clients ("Investors").

Website Usage

When you visit our website, our computer may use devices known as "cookies," graphic interchange format files (GIFs), or other similar web tools to enhance your web experience. These tools enable us to recognize you when you return to our site, maintain your web session while you browse, as well as help us provide you with a better, more personalized experience at Schwab. To learn more about our policies regarding using our website and the use of web tools, please visit our website Terms & Conditions.

Certain pages of our Website allow you to request information about our products and services. Our Website also contains forms that allow you to request support or ask us to update our records. In completing a form you may provide us with contact information such as your name, email address and phone number. By submitting a form, you indicate your consent for SPT to use this information. We may use the information in the forms to respond to your request and update our records so that future communication with you is accurate and appropriate.

Changes to this Privacy Policy

SPT and Schwab reserve the right to amend this Privacy policy.