Forms and agreements

Official notices

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

Official notice documentation

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

Advisor documentation

• Authorization for Client Investment
• Sub-Advisory Agreement

Client documentation

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

Portfolio Manager documentation

• Compensation Schedule
• License Agreement
• Trading Rules