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General

If you have a question about who we are or how our site works, the following FAQs will be useful. If you are looking for more details, you can visit specific site pages or read our documentation available here. We constantly strive to give you a great user experience, so write to us with your feedback.

Why did Covestor change its name?

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Is Interactive Advisors registered as an investment advisor?

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Covestor Limited doing business as Interactive Advisors has been registered with the US Securities and Exchange Commission since May 2008. Please see our Informational Brochure (Part 2 of Form ADV) for further information on the Forms and Agreements page. Registration as an investment advisor does not imply a certain level of skill or training.

Is Interactive Advisors a brokerage firm?

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No. As noted above, Interactive Advisors is an investment advisor registered with and regulated by the Securities and Exchange Commission under the Investment Advisors Act of 1940. However, Interactive Brokers LLC, which is also part of the Interactive Brokers Group, is a brokerage firm. Clients of Interactive Advisors need to maintain brokerage accounts with Interactive Brokers LLC in order to be able to invest with Interactive Advisors.

How do I know my data is safe with you?

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The site doesn’t seem to be working correctly.

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What browsers do Interactive Advisors website and dashboard support?

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We support the latest versions of most modern browsers, except Internet Explorer. If you feel that the website pages do not render correctly, clear the cookies and try again. If the issue persists, please contact us with details of your operating system, browser and the action you were trying to perform when you faced the problem.

Does Interactive Advisors have an API?

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How do I submit feedback?

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Can I recommend changes?

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How do I submit a complaint or report system abuse?

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Tax FAQs

Managing a portfolio FAQs