APEX Disclosures

• APEX CUSTOMER ACCOUNT AGREEMENT AND ADVISOR AUTHORIZATION
• APEX Carrying Agreements Disclosure
• APEX- FDIC-INSURED SWEEP PROGRAM
• APEX- SWEEP PROGRAM PARTICIPATING BANK LIST
• APEX - Customer Information Brochure
• APEX- Annual Disclosure Statement

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dub Financial Disclosures

• DASTA Financial, LLC- Annual Disclosure Statement
• dub Financial, LLC- Brokerage Agreement
• dub Financial, LLC- APEX FDIC-Insured Sweep Program Consent Addendum
• dub Financial, LLC- Customer Relationship Summary ("CRS")
• DASTA Financial, LLC- Business Continuity Plan Policy ("BCP")
• DASTA Financial, LLC- Order Routing Disclosure

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dub Advisors Disclosures

• dub Advisors In-App Disclaimers
• dub Advisors, LLC- Client Advisory Agreement
• dub Advisors, LLC- Form ADV Part 2A
• dub Advisors, LLC- Client Relationship Summary ("CRS")

dub Advisors- Portfolio Disclosures

• All-In podcast
• ELDERLY
• Cramer Portfolios
• AI-Driven
• ALITO
• STEEL

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dub Disclosures

• Alpha Score Extended Methodology & Limitations
• dub Platform Technology Agreement
• About dub's AI Portfolio Chips
• dub SMS Terms of Service
• Landing Page Disclosures
• Terms of Use

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