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Privacy Policy

Western Reserve Trust Company will not obtain personally-identifying information about you when you visit our site, unless you choose to provide such information to us.

Western Reserve Trust Company believes that it is essential to protect the privacy of client information.  We adhere to the highest standards of confidentiality and discretion with respect to our clients’ confidential information.  This notice contains (1) a summary of the non-public information that we may collect from and maintain on behalf of our clients, (2) our policy regarding the use of that information, and (3) the measures we take to safeguard that information.  We do not sell non-public information to anyone and only share it with others as described in this notice.

Information We Collect

In the course of our business relationship, we may obtain non-public information about clients, including:

  • Your name, address, date of birth and other information which will allow us to identify you.  We may also ask you for a Form W-9 and/or a copy of your driver’s license, passport or other identifying documents.
  • Information we receive from you on applications, surveys or other forms (such as your name, address, and social security number and information about your employment, income, assets, beneficiaries and investment objectives).
  • Information about your transactions with us or others (such as account activity, loan history and transaction information from other banks and financial advisers with whom you work.)
  • Information we might receive from outside agencies or other advisers or investment managers with whom you work.

Disclosure Policy

We do not disclose any non-public information about our clients or former clients to anyone, except as permitted by law to facilitate our services to our clients or as otherwise required by law.  As allowed by law, we share information about current and former clients among our affiliates as necessary to help us service your account with us. We also  provide restricted client information to non-affiliated companies that require the information to provide specific services to client accounts.

Information Security

We have implemented procedures designed to restrict access to your non-public personal information to those employees who need it to perform their job responsiblities.  We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your non-public information.


If you read or download information, we automatically collect and store:

  • the requested web page
  • the domain from which you access the Internet (e.g.
  • the date and time you access our site
  • status of the request (e.g. success or failure)
  • the type and version of your web browser (Firefox, Explorer, etc.)
  • the operating system (Windows, Mac, Unix, etc.) of the machine running the web browser.


Our web site may have links to many other organizations with their permission. Upon leaving the Western Reserve Trust Company web site, you are subject to the privacy policy of the new site. Western Reserve Trust Company is not responsible for the availability of the systems being linked to and these links are provided to you as a service for you to better understand the different business relationships that Western Reserve Trust Company has established.