Forms and agreements

Official notices

• AML Policy
• Cookie Policy
• Legal Disclosures
• Terms of Use

Official notice documentation

• Customer Relationship Summary picture_as_pdf
• Customer Identification Program picture_as_pdf
• Interactive Advisors Informational Brochure picture_as_pdf
• Privacy Policy picture_as_pdf

Advisor documentation

• Authorization for Client Investment picture_as_pdf
• Sub-Advisory Agreement picture_as_pdf

Client documentation

• Disclosures for Investments in Specific Portfolio Lines picture_as_pdf
• Interactive Advisors Account Opening Agreements and Disclosures picture_as_pdf
• Notice of termination for Transactions in Retirement Accounts picture_as_pdf
• Performance Drift Disclosures picture_as_pdf
• Risk Score Questionnaire picture_as_pdf
• Tax-loss Harvesting Disclosure picture_as_pdf

Portfolio Manager documentation

• Compensation Schedule picture_as_pdf
• License Agreement picture_as_pdf
• Trading Rules picture_as_pdf