InvestiFi Securities Customer Agreement
InvestiFi Securities Business Continuity Disclosure
Customer Relationship Summary (Form CRS)
Customer Identification Program Notice
Order Routing and Payment for Order Flow Disclosure
Responsibilities of Introducing Broker and Clearing Broker
RQD Clearing Combined Disclosures
RQD Customer Information Brochure
Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. AdvisiFi is a wholly-owned subsidiary of InvestiFi Inc (“InvestiFi”). Brokerage services are provided by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members of FINRA/SIPC. Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. You may check the background of these firms by visiting FINRA’s BrokerCheck.
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