| In the course of our business, we may share some or all of the information described above among our affiliates. This gives us a more complete knowledge of your total relationship with us and helps us to provide you with important benefits.
Some of the benefits to you may include:
- Prevention of unauthorized transactions or fraud.
- Account upgrades with additional benefits.
- Offers for products and services specifically suited to your individual situation. For example, if you have a mortgage loan with our mortgage lender, we may be able to offer you a home equity line of credit with potential tax benefits through our bank affiliate based on your mortgage loan application and related credit report.
- Increased convenience, making it faster and easier for you to do business with us. For example, some or all of the application information you provide to obtain a loan from one of our lending affiliates can be used to complete an application for brokerage services through our brokerage affiliate, without the need to provide the same information twice.
- Enhanced customer service and responsiveness.
We may share information with:
- Our affiliates providing financial and related services, such as our securities broker-dealers, our insurance companies and agencies, our banks and our mortgage companies.
- Our affiliates providing non-financial services, such as our operations and servicing companies.
- The law allows us to share identifying information and information about our transactions and experiences with you, such as your account balances and payment history. You may direct us not to share other information that is assembled or used to determine your eligibility for a product or service, such as that shown on consumer credit reports and asset and income information from applications.
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