Privacy Policy

Privacy Policy

The following describes how American Trust Investment Services, Inc. handles your personal information, and what steps we take to protect your privacy. We do not use your personal information for marketing purposes.

Who We Are

American Trust Investment Services, Inc. is a wholly owned subsidiary of American Trust & Savings Bank. American Trust Investment Services, Inc. provides investment services on a fully disclosed basis.

Accessing Information

Access to customer information is authorized for American Trust Investment Services, Inc. business purposes only. It is based on our need to know such information to assist in providing products or services to you. American Trust Investment Services, Inc. requires its employees who have access to customer information to protect it and keep it confidential.

Collecting Information to Conduct Business

As authorized American Trust Investment Services, Inc. collects information about you to help serve your financial needs, provides customer service, offer new products or services, and fulfill legal and regulatory requirements. The type of information that you may need to provide varies according to the products or services you request, and may include:

  • information included in your application and related forms (such as name, address, Social Security number, assets and income);
  • Information about your payment history, account balances of other products or services purchased.

Security Standards

American Trust Investment Services, Inc. continues to assess new technology to evaluate its ability to provide additional protection of your personal information. We safeguard this information in accordance with federal standards and established security standards and procedures. Measures we take in this regard include implementation of physical, electronic and procedural safeguards.

Sharing Information

In the course of conducting business, we may disclose some of the previously described information about you to our parent, American Trust & Savings Bank and non-affiliated third parties, as allowed by law, for the purpose of:

  • providing customer service or account maintenance;
  • in response to a subpoena, to prevent fraud, or comply with an inquiry by a government agency or regulator, and
  • To perform services for us or on our behalf to develop or maintain software.
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A subsidiary of American Trust & Savings Bank

1349 Calumet Avenue

Whiting, IN. 46394

Member FINRA and SIPC.
Copyright © 2012 American Trust Investment. All Rights Reserved.
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