Albert Investing disclosure library
Albert Securities, LLC, Member FINRA/SIPC, provides brokerage services to self-directed investors through the Albert app. Albert Securities, LLC does not make recommendations or offer investment, tax, or legal advice. You alone are responsible for evaluating the merits and risks associated with the use of our systems, services, and securities products.
Please carefully review the following disclosures before making any investment decisions.
We may revise these disclosures at any time. You agree to be bound by any revisions and agree to review these disclosures periodically. The most updated version of these disclosures will always be available for your review on this page, accessible by clicking on the “Disclosures” link near the bottom of pages on our website or tabs in the Albert app.
- General Disclaimer
- Apex Customer Account Agreement
- Form CRS
- SIPC and Account Protection
- ETF Disclosure
- Market Volatility Disclosure
- Content and Social Media Disclosure
- Order Routing and Payment for Order Flow Disclosure
- FINRA BrokerCheck Program Disclosure
- Customer Identification Program Notice
- Business Continuity Disclosure
- Day Trading Disclosure
- Commissions and Fees
- Order Handling Disclosure
- Privacy Notice
Please visit the website of our clearing firm for additional important disclosures that apply to your brokerage account.
Albert Investments, LLC, is a SEC-registered investment advisor and provides access to investment advisory services through the Albert app. Please carefully review the following brochures for more information on Albert Investments, LLC and the Portfolio by Genius investment product:
Albert and its affiliates offer a suite of other services within the Albert app, including Albert Cash, a checking account with a debit card; Albert Instant, a cash advance product; and Albert Savings, a savings account where you can set goals and earn bonuses on your balance. Each banking service is subject to different laws and regulations. Albert is not a bank. Albert Cash and Albert Savings banking services are provided by our banking partners. Albert Cash, Albert Savings and Albert Instant are not services provided by Albert Securities, LLC or Albert Investments, LLC. For more detailed information about each of these banking services, please visit the following pages: