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FACTS
WHAT DOES SOLARMAX FINANCIAL, INC. DO WITH YOUR PERSONAL INFORMATION?
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 product or service you have with us. This information can include:
  • Social Security number and [income]
  • [Account balances] and [payment history]
  • [Credit history] and [credit scores]
HOW?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Solarmax Financial chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does Solarmax Financial share?
Can you limit this sharing?

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

YES

NO

For our marketing purposes—

to offer our products and services to you

YES

YES

For joint marketing with other financial companies

NO

NOT APPLICABLE

For our affiliates' everyday business purposes-

information about your transactions and experiences

YES

NO

For our affiliates' everyday business purposes-

information about your creditworthiness

YES

YES

For our affiliates to market to you

YES

YES

For non-affiliates to market to you

NO

NOT APPLICABLE

What we do

How does Solarmax Financial 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.

How does Solarmax Financial collect my personal information?

We collect your personal information, for example, when you
  • open an account
  • pay your bills or apply for a loan
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

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 non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account - unless you tell us otherwise
Definitions

Affliliates

Companies related by common ownership or control. They can be financial and nonfinancial companies
  • SolarMax Technology, Inc.
  • SMX Capital, Inc.
  • SolarMax Renewable Energy Provider, Inc.
TO LIMIT
OUR SHARING

OR

QUESTIONS?

CALL (951) 823-8000

FAX (951) 530-5830

Please note:


If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.


However, you can contact us at any time to limit our sharing.

If you have a joint account, your choice(s) will apply to everyone on your account unless you mark below:
Apply my choices only to me
Do not share information about my creditworthiness with your affiliates for their everyday business purposes
Do not allow your affiliates to use my personal information to market to me
Do not share my personal information with non-affiliates to market their products and services to me.
Agree with Terms