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SS&C Brokerage Solutions

Online Privacy Policy

Online Privacy Statement

This website may contain links to other websites, and this Online Privacy Statement does not apply to those websites. If you navigate to any other website via the links, we recommend that you review their posted privacy policies.

How we protect your personal information

To protect your nonpublic 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. We utilize firewalls, encryption techniques, and authentication procedures, among others, to protect accounts and systems from unauthorized access. Our data security policies restrict access to only authorized persons. SS&C Brokerage Solutions trains and educates our associates in the handling and safeguarding of personal information in accordance with applicable laws, rules, and regulations. Associates who violate these policies are subject to disciplinary action, up to and including termination.

How and Why We Obtain Information

SS&C Brokerage Solutions may receive non-public personal information about you from your broker-dealer or from any of the following sources:

  • Activity in your account.

How and Why We Share Information

SS&C Brokerage Solutions may share nonpublic personal information:

  • For our everyday business purposes such as to process your transactions, respond to court orders and legal investigations;
  • For our marketing purposes to offer our products and services to you; and
  • For our affiliates everyday business purposes about your transactions and experiences.
  • Our service providers and affiliates are obligated to keep the nonpublic personal information we share with them confidential and use it only to provide services specified by SS&C Brokerage Solutions.

We do not share nonpublic personal information with our affiliates or non-affiliates to market to you.

Use of Cookies and Technology

SS&C Brokerage Solutions may use cookies and similar technologies to support the operation of our websites. Cookies represent a small amount of data that a website sends to a web browser on the visitor’s computer. Our cookies help us to collect information about visitors to our websites. This website may collect information on what country you are accessing this website from; information on which pages within this website you visit; and certain technical information regarding your computer and operating systems, such as your Internet protocol address, domain name and system configurations and settings. We will not know who you are unless you tell us. Cookies are also used for security purposes and to personalize your experience while on our website. None will contain information that will enable anyone to contact you via telephone, e-mail, or any other means. You may block, refuse or delete cookies. Most browsers offer their own settings options to manage website cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our websites. You may not be able to sign in and access your online account, or we may not be able to recognize you, your device, or your online preferences.

Use of Passwords

If the website is password-protected, then once you submit your user identification and password, the website will recognize who you are and will collect all information that you submit, including all electronically submitted instructions (including all transaction information), and any information collected about you from this website may be associated with other identifying information that we have about you.

Protecting Children’s Privacy Online

SS&C Brokerage Solutions websites are not directed to individuals under the age of thirteen (13). SS&C Brokerage Solutions does not intentionally collect information on our websites from those we actually know are under the age of thirteen (13), and we request that these individuals do not provide personal information through the websites.

Effective: Wednesday, September 5, 2018


Some services are offered by SS&C Brokerage Solutions a registered broker-dealer, member FINRA and SIPC. SS&C Brokerage Solutions is a wholly-owned subsidiary of DST Systems, Inc. and an affiliate with DST Brokerage Solutions.

SS&C Brokerage Solutions Business Continuity and Other Disclosures

Check the background of our firm on FINRA's BrokerCheck.

* Note: Social media links/pages are for SS&C Technologies, Inc. and not SS&C Brokerage Solutions. SS&C Brokerage Solutions does not advertise or communicate via social media.