Privacy Notice

Rev. October 10, 2022




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.


The types of personal information we collect and share depend on the product or service you have with us. The information can include:

  • Social Security number and income
  • Account balances and transaction history
  • Credit history and credit scores


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 Arta Finance chooses to share; and whether you can limit this sharing.

Reasons we can share your personal informationDoes Arta Finance share?Can you limit this sharing?

For our everyday business purposes--
such as to process your transactions, maintain your account(s), respons to court orders and legal investigations, or report to credit bureaus


For our marketing purposes--
to offer our products and services to you

For joint marketing with other financial companiesNo.We don’t share.
For our affiliates’ everyday business purposes--
information about your transactions and experiences
For our affiliates’ everyday business purposes--
information about your creditworthiness
For our affiliates to market to youYes.Yes.
For nonaffiliates to market to youNo.We don’t share.
To limit our sharing
  • To limit our sharing, email us at with your request, including which categories of sharing you would like to limit.

Please note:

If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Who we are
Who is providing this notice?This form is provided by Arta Finance Wealth Management LLC
What we do
How does Arta Finance protect 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 buildings.
How does Arta Finance collect my personal information?

We collect your personal information, for example, when you

  • open an account or deposit money
  • provide account information
  • direct us to buy and sell securities

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

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
  • sharing for nonaffiliates to market to you

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

What happens when I limit sharing for an account I hold jointly with someone else?Your choices will apply to everyone on your account.

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

  • Our affiliates include financial companies which share common Arta Finance branding, including Arta Finance Inc.

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

  • Nonaffiliates we share with can include service providers such as data processors. Arta Finance does not share with nonaffiliates so they can market to you.
Joint Marketing

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

  • Arta Finance does not jointly market.