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FBT Investments Privacy Policy

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.

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 balances
  • Assets and transaction history

When you are no longer our customer, we continue to share your information as described in this notice.

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 FBT Investments chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information Does FBT Investments share? Can you limit this sharing?
For our everyday business purposes – Such as top 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 NO
For our affiliates’ everyday business purposes – information about your account balances and assets NO NO
For our affiliates to market to you NO NO
For non-affiliates to market to you NO NO
Questions? 504-584-5888 toll free: 877-809-8400 or visit
Who we are
Who is providing this notice? FBT Investments
What we do?
How does FBT Investments protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal laws. These measures include computer safeguards and secured files and buildings.
How does FBT Investments collect my personal information? We collect your personal information, for example, when you
  • Open an account
  • Provide account information
  • Make a wire transfer
We also collect your personal information from third parties, 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
  • 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 right to limit sharing.
Affiliates Companies related by common ownership or control. They can be financial and non-financial companies.
  • Our affiliates include banks and companies whose names include “First Bank & Trust” and “The Bank of New York,” “BNY,” “Mellon,” or “Pershing,” as well as non-financial companies such as Equifax.
Non-affiliates Companies not related by common ownership or control. They can be financial and non-financial companies.
  • FBT Investments and Pershing LLC does not share information with non-affiliates so they can market you.
Joint marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you.
  • FBT Investments and Pershing LLC does not jointly market.
Other important information
This notice applies to individual consumers who are customers or former customers. This notice replaces all previous notices of our consumer privacy policy, and any be amended at any time. We will keep you informed of changes or amendments as required by law.