Midflorida Credit Union Legal Notices

When you fill out the request form, we collect your name, email address, phone number, ZIP code and an estimate of your investable assets. This helps us understand whether our services fit your situation and how to reach you.

Every visit sends us routine data about your browser, the pages you look at and how you move through the site. We use this to see how people interact with the site and to make it work better.

The firm uses what you provide to respond to your request, determine if our services may be right for you, contact you about next steps, improve the site and our communications, and meet legal requirements.

We do not sell personal information. We may share information with service providers who help us run the business—they sign agreements to keep it confidential. We also disclose information when the law requires it.

By entering a phone number, you agree that the firm may call or text you about your request. Standard message and data rates may apply to SMS. You can stop contact at any time by telling us directly or replying STOP to any text. Opting out does not affect other communications.

You can ask us to show you what information we have, correct it, delete it, or stop sending you messages. Residents of certain states have additional privacy rights. Submit requests through the form on this site. We will respond within the timeframe required by law.

The firm's website does not use advertising cookies or cross-site tracking tools. We do not sell your browsing data. Your browser's local storage may keep the first page you visited, where you came from, and your last calculator result for up to 30 days. These are sent only if you submit a request form. Our hosting and security partner may set one essential cookie to stop automated attacks. You can clear all cookies and site data anytime in your browser settings.

We apply reasonable safeguards to protect your information. No internet transmission is completely secure, so we cannot guarantee absolute safety. The firm may update this policy at any time. The current version is always on this page.

The firm, 991 Polk Street, Houston, TX 77002, United States. Submit questions or requests through the form on this site.

The content here is general information and educational material only. It is not an offer to buy or sell any security and not individual investment advice, tax guidance, or legal counsel. Before making any financial decision, consult a qualified professional about your own situation.

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. Examples and scenarios on this site are hypothetical and for illustration only.

Midflorida Credit Union, LLC owns the name, logo and all content on this site. You may not copy, reproduce or distribute any material without written permission. All rights are reserved.

This site may link to third-party websites. The firm is not responsible for their content, accuracy, privacy practices or security. Visit those sites at your own risk.

To the fullest extent permitted by law, the firm is not liable for damages—direct, indirect, special or otherwise—that arise from your use of this site, inability to use it, or reliance on the information. This includes loss of data, business interruption or lost profits.

We may change these terms at any time by updating this page. Check back regularly for updates. Your continued use of the site after changes means you accept the new terms.

The content on this site is educational material and general guidance. Midflorida Credit Union does not consider any individual's objectives, finances, circumstances or needs. Services are offered only in jurisdictions where we may lawfully provide them.

Investing involves risk, including the possible loss of principal. Diversification and asset allocation do not guarantee a profit or protect against loss in any market. Past performance is no guarantee of future results.

As of 10/19/2026, the firm serves 535,000 clients and manages $5.8 billion in client assets.

This site does not provide tax or legal advice. Consult a tax professional or attorney regarding your specific situation, required filings or any strategy.

Requesting information through this site is free and does not create a client relationship. You are free to discuss your situation with us, ask questions and take time to decide.