---
title: Does STRATA provide my information to third parties?
description: As a regulated financial institution, it is our policy not to disclose, either directly or indirectly, any personal information about our clients to third parties without the prior written consent...
---

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# Does STRATA provide my information to third parties?

As a regulated financial institution, STRATA does not disclose your personal information to third parties without your prior written consent, except when required to service your account, conduct legitimate business operations, or comply with applicable laws and regulations.

STRATA also does not provide account or personal information to outside companies for independent telemarketing or direct mail marketing purposes.

Your information is used only as necessary to administer and maintain your account. Review STRATA's [Privacy Policy](https://www.stratatrust.com/privacy-policy/) for more information.

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STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.