10 documents tracked
Policies, terms, disclosures, and regulatory obligations issued by retail-facing investment platforms, mobile brokerages, and fractional-share trading apps. Covers account agreements, fee schedules, order routing disclosures, FINRA/SEC compliance, and investor protection obligations targeting individual retail investors.
| Document | Platform | Provisions | Severity |
|---|---|---|---|
| Acorns Terms of Service | Acorns | 8 | High |
| Betterment Terms of Use | Betterment | 7 | Medium |
| Public.com Privacy Policy | Public.com | 8 | Medium |
| Public.com Terms of Service | Public.com | 8 | High |
| Stash Privacy Policy | Stash | 10 | Medium |
| Stash Terms of Use | Stash | 8 | High |
| Stash Terms of Use | Stash | Pending | — |
| Wealthfront Terms of Service | Wealthfront | 9 | Medium |
| Webull Customer Agreement | Webull | 8 | High |
| Webull Privacy Policy | Webull | 8 | Medium |