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InvestiFi, Inc. Legal Disclosures

AdvisiFi

Advisory Agreement

Customer Relationship Summary (Form CRS)

Disclosures Brochure – Part 1A

Disclosures Brochure – Part 2A

InvestiFi Securities

InvestiFi Securities Customer Agreement

Customer Relationship Summary (Form CRS)

Customer Identification Program Notice

Fractional Shares Disclosure

Order Routing and Payment for Order Flow Disclosure

Privacy Notice

Responsibilities of Introducing Broker and Clearing Broker

RQD Clearing Combined Disclosures

RQD Customer Agreement

RQD Customer Information Brochure

RQD Execution Combined Disclosures

InvestiFi

SAFE Terms of Service

SAFE Custodial Services Agreement

Privacy Policy

Digital Asset (cryptocurrency) Disclosure

Terms of Use

InvestiFi, Inc.
8 The Green Suite 7529
Dover, DE 19901
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Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. AdvisiFi is a wholly-owned subsidiary of InvestiFi Inc (“InvestiFi”).  Brokerage services are provided by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members of FINRA/SIPC.  Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. You may check the background of these firms by visiting FINRA’s BrokerCheck.

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