Webull · Webull Customer Agreement

Disclaimer of Investment Advice

Medium severity
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What it is

Webull says that nothing in its app is financial advice — even tools, analysis, and market data presented in the app are not recommendations, and you use them at your own risk.

Consumer impact (what this means for users)

All data, tools, and market information Webull provides are disclaimed as non-advisory, meaning you bear full personal responsibility for investment decisions made using Webull's platform features, and Webull accepts no liability for resulting financial losses.

Cross-platform context

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Why it matters (compliance & risk perspective)

This disclaimer means that if you lose money following data, analysis, or signals presented by Webull's platform, Webull is not legally responsible for those losses because it has disclaimed all advisory responsibility.

View original clause language
The information provided through the Services is for general informational purposes only and is not intended to be financial, investment, tax, legal or other professional advice. Nothing on the Services should be construed as a solicitation, recommendation, or endorsement by Webull of any particular security, transaction or investment strategy. You should consult a qualified professional before making any financial decisions.

Institutional analysis (Compliance & legal intelligence)

REGULATORY FRAMEWORK: The investment advice disclaimer engages SEC Regulation Best Interest (17 CFR 240.15l-1), which imposes a best interest standard on broker-dealer recommendations regardless of ToS disclaimers. FINRA Rule 2111 (Suitability) and Rule 2010 remain applicable to actual recommendations made through the platform. The Investment Advisers Act of 1940 (15 U.S.C. §80b-1 et seq.) governs whether algorithmic or personalized features of the platform constitute investment advice regardless of disclaimer. The FTC Act Section 5 applies where disclaimers conflict with actual platform marketing claims.

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Applicable agencies

  • SEC
    The SEC has authority over broker-dealer conduct including the scope of investment advice disclaimers and compliance with Regulation Best Interest for retail investors.
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Provision details

Document information
Document
Webull Customer Agreement
Entity
Webull
Document last updated
April 29, 2026
Tracking information
First tracked
April 28, 2026
Last verified
April 28, 2026
Record ID
CA-P-003957
Document ID
CA-D-00056
Evidence Provenance
Source URL
Wayback Machine
SHA-256
0b5f116326f613645ce3d60c1e3292ef9ad50bb9fff59bdc3b80a866c73612e2
Verified
✓ Snapshot stored   ✓ Change verified
How to Cite
ConductAtlas Policy Archive
Entity: Webull | Document: Webull Customer Agreement | Record: CA-P-003957
Captured: 2026-04-28 09:29:19 UTC | SHA-256: 0b5f116326f61364…
URL: https://conductatlas.com/platform/webull/webull-customer-agreement/disclaimer-of-investment-advice/
Accessed: May 2, 2026
Classification
Severity
Medium
Categories

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