Forms and agreements
Official notices
Official notice documentation
- Customer Relationship Summary
- Customer Identification Program
- Interactive Advisors Informational Brochure
- Privacy Policy
Portfolio Managers documentation
Advisors documentation
Clients
Clients documentation
- Interactive Advisors Account Opening Agreements and Disclosures
- Notice of termination for Transactions in Retirement Accounts
- Risk Disclosures for Asset Allocation Portfolios
- Risk Disclosures for Global X Portfolios
- Risk Disclosures for Index Tracking Portfolios
- Risk Disclosures for Legg Mason Portfolios
- Risk Disclosures for Smart Beta Portfolios
- Risk Disclosures for Socially Responsible Investing Portfolios
- Risk Disclosures for SSGA Tactical AA Portfolios
- Risk Disclosures for WisdomTree ETF Portfolios
- Risk Score Questionnaire