Account Disclosures

This Account Disclosures page acts as a central hub, listing key regulatory documents and agreements related to Tradier brokerage accounts. Click the links to explore the core disclosure materials covering risk, account functionality, and legal terms.

• Business Continuity
  Plans for operation during disruptions
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• Extended Hours Risk
  Warnings on trading outside normal market times
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• Funds Availability
  When deposited funds can be accessed
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• Options Disclosure
  Risks associated with trading options
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• Privacy / CIP Notification
  How personal data is used and identity is verified
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• Day-Trading Risk
  Risks and requirements of pattern day trading
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• Beneficiaries Authorization Form
  Instructions to designate account beneficiaries
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• Fractional Share Disclosure
  Guidelines and limitations on owning partial shares

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• Margin Disclosure
  Risks involved with borrowing against holdings
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• Advanced Orders Disclosure
  Explains complex order types (e.g. stops, limit orders)
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