MANAGE PRIVACY PREFERENCES

We value your privacy and recognize the sensitivity of your Nonpublic Personal Information (“Personal Information”), which includes your name, address, social security number, assets, and income, as well as your account balance, payment history, the identity of parties to your transactions, credit card usage, creditworthiness, and other information. Boston Private does not disclose information about its clients to anyone, except as permitted or required by law, or in accordance with its Consumer Privacy Notice. This notice describes the circumstances in which Boston Private may share your Personal Information and in which instances you have the option to limit that sharing.

Boston Private may share information with its affiliates about your transactions and experiences at Boston Private for everyday business purposes, such as servicing your accounts. You may not opt out of this type of sharing. However, you may opt out of sharing your creditworthiness information with affiliates, and the sharing of information with affiliates for marketing purposes. Boston Private will not share your information with unaffiliated third parties to market to you under any circumstances. If you wish to limit the sharing of your information with our affiliates as described above, please complete the opt-out instructions in the Privacy Notice and return it by mail, or complete the form.

Updating Email Subscription Preferences

If you are looking to update your email subscription preferences, you may do so in our Email Preference Center at the bottom of our emails.  Submitting this privacy preferences form will NOT affect your email subscription preferences.

 

Please complete the following:

Please note: If you have multiple accounts with us, you only need to input one account number and the rest of your accounts will automatically be treated with the same opt-out preferences. For wealth management clients, please use your custodian account number.

What type of account is this? (select one) *





Mark any / all you want to limit:
If you have a joint account, your choice(s) will apply to everyone on your account unless you mark below
Please note that if you have questions about this opt-out process, or have previously submitted your privacy preferences and would like to change them, please contact us toll free at 844-214-7219.