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Facts
WHAT DOES ALPHACORE STREAMLINE DO WITH YOUR PERSONAL INFORMATION?
The information you obtain at this site is not, nor is it intended.
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.
What?
The types of personal information we collect and share depend on the service you have with us. This information can include:
• Social Security number
• Date of birth
• Account balances and holdings
• Transaction history
• Address
• Tax and legal documents
How?
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons AlphaCore Streamline chooses to share; and whether you can limit this sharing.
REASONS WE CAN SHARE YOUR PERSONAL INFORMATION
For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.
Does AlphaCore Streamline share? - Yes
Can you limit this sharing? - NoFor our marketing purposes — to offer our services to you
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor joint marketing with other financial companies
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor our affiliates’ everyday business purposes — information about your transactions and experiences.
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor our affiliates’ everyday business purposes — information about your creditworthiness
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor our affiliates to market to you
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor nonaffiliates to market to you
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't share
Questions?
Call (508) 785-2399 or go privacy@acstreamline.com
WHO WE ARE
Who is providing this notice?
AlphaCore Streamline, LLC.
WHAT WE DO
How does AlphaCore Streamline 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.
We also maintain a written information security program that includes access controls, multi-factor authentication, encryption, employee training, oversight of service providers, monitoring and testing, and incident response procedures.
How does AlphaCore Streamline collect my personal information?
We collect your personal information, for example, when you:
Enter into a family office services agreement with us
Give us your contact information or account information
Direct us to pay bills or administer accounts on your behalf
Provide us with financial, trust, estate, or entity records
We also collect your personal information from others, such as your custodians, banks, accountants, attorneys, insurance professionals, investment advisors, and other authorized representatives.
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.
DEFINITIONS
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Our affiliates include AlphaCore Capital, LLC, a registered investment adviser. AlphaCore Streamline does not share your personal information with its affiliates for their everyday business purposes or for marketing.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
AlphaCore Streamline does not share your personal information 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.
AlphaCore Streamline does not jointly market.
OTHER IMPORTANT INFORMATION
Service providers and professional advisors. We disclose your personal information to banks, custodians, accountants, attorneys, insurance professionals, technology providers, auditors, and other parties as necessary to perform the services you have engaged us to provide, or as you otherwise authorize. These disclosures are made for our everyday business purposes and are not made so that those parties can market to you.
California residents. See the separate California Notice at Collection accompanying this notice for additional disclosures and rights that may apply to information not covered by the Gramm-Leach-Bliley Act.
Effective Date: September 15, 2026.
Facts
WHAT DOES ALPHACORE STREAMLINE DO WITH YOUR PERSONAL INFORMATION?
The information you obtain at this site is not, nor is it intended.
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.
What?
The types of personal information we collect and share depend on the service you have with us. This information can include:
• Social Security number
• Date of birth
• Account balances and holdings
• Transaction history
• Address
• Tax and legal documents
How?
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons AlphaCore Streamline chooses to share; and whether you can limit this sharing.
REASONS WE CAN SHARE YOUR PERSONAL INFORMATION
For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.
Does AlphaCore Streamline share? - Yes
Can you limit this sharing? - NoFor our marketing purposes — to offer our services to you
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor joint marketing with other financial companies
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor our affiliates’ everyday business purposes — information about your transactions and experiences.
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor our affiliates’ everyday business purposes — information about your creditworthiness
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor our affiliates to market to you
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't shareFor nonaffiliates to market to you
Does AlphaCore Streamline share? - No
Can you limit this sharing? - We don't share
Questions?
Call (508) 785-2399 or go privacy@acstreamline.com
WHO WE ARE
Who is providing this notice?
AlphaCore Streamline, LLC.
WHAT WE DO
How does AlphaCore Streamline 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.
We also maintain a written information security program that includes access controls, multi-factor authentication, encryption, employee training, oversight of service providers, monitoring and testing, and incident response procedures.
How does AlphaCore Streamline collect my personal information?
We collect your personal information, for example, when you:
Enter into a family office services agreement with us
Give us your contact information or account information
Direct us to pay bills or administer accounts on your behalf
Provide us with financial, trust, estate, or entity records
We also collect your personal information from others, such as your custodians, banks, accountants, attorneys, insurance professionals, investment advisors, and other authorized representatives.
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.
DEFINITIONS
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Our affiliates include AlphaCore Capital, LLC, a registered investment adviser. AlphaCore Streamline does not share your personal information with its affiliates for their everyday business purposes or for marketing.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
AlphaCore Streamline does not share your personal information 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.
AlphaCore Streamline does not jointly market.
OTHER IMPORTANT INFORMATION
Service providers and professional advisors. We disclose your personal information to banks, custodians, accountants, attorneys, insurance professionals, technology providers, auditors, and other parties as necessary to perform the services you have engaged us to provide, or as you otherwise authorize. These disclosures are made for our everyday business purposes and are not made so that those parties can market to you.
California residents. See the separate California Notice at Collection accompanying this notice for additional disclosures and rights that may apply to information not covered by the Gramm-Leach-Bliley Act.
Effective Date: September 15, 2026.