Privacy Notice

Last modified October 2, 2025

Facts

What does Pool United, 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 transaction history

  • Account balances and account transactions

  • Payment history and checking account information

When you are no longer our customer, we continue to share your information as described in this notice.

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 Pool United, Inc. chooses to share; and whether you can limit this sharing

Reasons we can share your personal information

Does Pool United, Inc. 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

No

For joint marketing with other financial companies

No

We don’t share

For our affiliates’ everyday business purposes—

information about your transactions and experiences

No

No

For our affiliates’ everyday business purposes—

information about your creditworthiness

No

We don’t share

For nonaffiliates to market to you

No

We don’t share

Questions?

Call 1-855-664-1888 or go to https://poolmoney.com

Who we are

Who is providing this notice?

Pool United, Inc.

What we do

How does Pool United, Inc. 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 Pool United, Inc. collect my personal information?

We collect your personal information, for example, when you:

  • Give us your contact information or open an account

  • Deposit money or make deposits or withdrawals

  • Use your debit card

Why can’t I limit all my 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.

  • None

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies

  • Pool United, Inc. does not share 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.

  • Pool United, Inc. doesn’t jointly market

Other Important Information

California Residents - Effective January 1, 2020, the California Consumer Privacy Act (CCPA) permits consumers who are California residents to (a) ask a covered business which categories and pieces of personal information it collects and how the information is used; (b) request deletion of the information; and (c) opt out of the sale of such information, if applicable. These provisions of the CCPA do not apply to personal information collected, processed, shared, or disclosed by financial institutions pursuant to federal law.

Vermont Residents - Pool United Inc. does not share your information with affiliates, other than information relating to your account transactions and our experiences with you, except as permitted or required by applicable law. Also, Pool United Inc. does not share your information with non-affiliates, except as permitted or required by law.

Nevada Residents - Pursuant to Nevada law, we are providing this notice, which applies to accounts with Nevada mailing addresses, to inform you that you may elect to be placed on our internal “do not call” list. If you would like to be placed on the list, please let us know by calling us toll-free at 1-855-664-1888, visiting our website: https://poolmoney.com or writing to: Pool United Inc., 2261 Market Street STE 5249 San Francisco, CA 94114