Form CRS

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Form CRS

Albert Securities Form CRS.pdf
Albert Securities Form CRS FAQs.pdf

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Banking services provided by Sutton Bank, Member FDIC. The Albert Mastercard® debit card is issued by Sutton Bank, Member FDIC, pursuant to a license by Mastercard International. Early access to direct deposit funds depends on the timing of the payer's submission of deposits. We generally post such deposits to Albert Cash accounts on the day they are received which may be up to 2 days earlier than the payer's scheduled payment date. Cash back terms apply. See app for details. Albert Savings accounts are held for your benefit at FDIC-insured banks, including Coastal Community Bank, Wells Fargo, N.A., and Axos Bank. Download to see if you qualify for Albert Instant. Repay the Instant advance with your next paycheck.

All investments involve risk and the past performance does not guarantee future returns. Consider the investment objectives, risks, fees, and expenses of a fund before investing. Online trading has risks associated with system response times market conditions and other factors. Services offered through our mobile application are offered only in jurisdictions where it is legal to do so and we reserve the right to limit the availability of services to any persons or jurisdictions in our sole discretion. See our Terms of Use for more information. Albert Investments, LLC is an SEC Registered Investment Advisor. Investment advisory services are only offered to clients where Albert and its representatives are properly licensed or exempt from licensure.

Securities products and services offered to self-directed investors through Albert Securities, LLC Member FINRA / SIPC. Albert Securities, LLC, Albert Investments, LLC and Albert Corporation are separate but affiliated companies. For more information about Albert Securities, LLC, see FINRA Broker Check. Securities products are not FDIC insured or bank guaranteed, and may lose value.

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