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FINRA's Margin Disclosure Statement is a regulatory document describing the risks of margin trading; its required review signals that margin-related activity is a component of the customer relationship.
Interpretive note: The excerpt is a title or label only and does not state the substantive content of the disclosure or explicitly state that review is required; the requirement to review is the most reasonable primary reading given the document context, but the excerpt does not include an explicit directive verb.
You are required to review FINRA's Margin Disclosure Statement as part of your relationship with Betterment.
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"FINRA's Margin Disclosure StatementExcerpt from Betterment's Terms of Use
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FINRA's Margin Disclosure Statement is a regulatory document describing the risks of margin trading; its required review signals that margin-related activity is a component of the customer relationship.
You are required to review FINRA's Margin Disclosure Statement as part of your relationship with Betterment.
ConductAtlas has identified this type of provision across 273 platforms. See the full comparison.
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