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Disclosures

Important regulatory disclosures and documents related to your brokerage account. These documents are provided by our clearing and custody partner.

Brokerage Disclosures

Form CRS

Client Relationship Summary

Customer Account Agreement

Account application, margin, and customer agreement

Use and Risk

Important risk disclosures for brokerage accounts

Terms and Conditions

Brokerage terms and conditions of service

Privacy Notice

How your personal information is collected and used

Payment for Order Flow

PFOF disclosure statement

Margin Disclosure Statement

Risks associated with margin accounts

Extended Hours Trading Risk

Risks of trading outside regular market hours

Business Continuity Plan Summary

How operations continue during disruptions
Brokerage services are provided by [Broker-Dealer], member FINRA/SIPC. Investment advisory services are provided by Beckett Collective. Crobo Earn is a technology platform and is not a broker-dealer or investment adviser. All investments involve risk, including the possible loss of principal.