Privacy Policy

Meridian Financial Group is committed to safeguarding the privacy and security of your personal and financial information. This policy explains what we collect, how we use it, and the choices available to you. It is provided alongside our annual privacy notice required under the Gramm-Leach-Bliley Act (GLBA).

Information we collect

• Identity & contact data — name, address, date of birth, government identifiers required to open accounts.
• Financial data — account balances, transaction history, credit and income information.
• Digital & usage data — device, IP address, and interactions collected via cookies (see our Cookie Policy).
• Consent & preferences — your marketing choices and cookie consent record.

How we use your information

• To provide banking, lending, and investment services and administer your accounts.
• To detect and prevent fraud and meet legal, regulatory, and reporting obligations.
• To personalize your experience and, where permitted, send relevant marketing.
• To improve our products and secure our digital platforms.

Your privacy rights & choices

Depending on your jurisdiction (GLBA, GDPR, CCPA/CPRA), you may request access to, correction, or deletion of your information, opt out of certain sharing for marketing, and limit the use of sensitive personal information. Submit a request through our Privacy Center or use the links below.

Data security & retention

We protect your information with bank-grade safeguards, including multi-factor authentication, encryption in transit and at rest, and continuous monitoring. We retain personal information for as long as your relationship with us continues and thereafter as required by financial regulations.

Contact us

Meridian Financial Group, Attn: Chief Privacy Officer, 1 Meridian Plaza, New York, NY — privacy@meridianfg.example.