dub Disclosures
DASTA Inc., DASTA Financial, LLC and dub Advisors, LLC (together "dub") disclosures.
- Landing Page Disclosures
- Terms of Use
- dub Community Guidelines
- In-App Disclaimers
- ACH Authorization
- dub Privacy Notice
- dub Advisors, LLC- Customer Advisory Agreement
- dub Advisors, LLC- Form ADV Part 2A
- dub Advisors, LLC- Client Relationship Summary ("CRS")
- dub Advisors, LLC- Portfolio Management
- DASTA Financial, LLC- Annual Disclosure Statement
- DASTA Financial, LLC- Brokerage Agreement
- DASTA Financial, LLC- APEX FDIC-Insured Sweep Program Consent Addendum
- DASTA Financial, LLC- Customer Relationship Summary ("CRS")
- DASTA Financial, LLC- Business Continuity Plan Policy ("BCP")
- DASTA Financial, LLC- Order Routing Disclosure
- DASTA Financial, LLC- Fractional Shares Disclosure
- FINRA PUBLIC DISCLOSURE
- APEX Carrying Agreements Disclosure
- APEX- FDIC-INSURED SWEEP PROGRAM
- APEX- SWEEP PROGRAM PARTICIPATING BANK LIST
- APEX - Customer Information Brochure
- APEX- Annual Disclosure Statement
- APEX- Acceptance of Orders and Execution of Transactions
- APEX- Business Continuity Plan Policy
- General Disclaimer
- Paid Marketers
- Paid Influencers
- Portfolios Content Disclosure