Legal and Compliance Documents

Updated on 22nd November 2022

We've partnered with Helium Advisors LLC, an SEC-registered investment adviser, to bring you investing features. All investment advisory services are provided by Helium. We receive compensation as a percentage of assets managed by Helium for promoting Helium’s investment advisory services.

Our partnership with Helium gives us an incentive to refer you to Helium instead of another investment adviser that is not a partner of ours. This conflict of interest affects our ability to provide you with unbiased, objective information about the services of Helium. This could mean that the services of another investment adviser with whom we are not partnered may be more appropriate for you than those of Helium.

Investing involves risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time. Helium accounts are not bank guaranteed or FDIC insured.

Todlr Privacy Policy

Todlr Term of use

Helium Privacy Policy

Helium’s Wrap Fee Program

Helium Advisors Form CRS

Helium Advisors ADV Form

Helium E-Sign Agreement

Todlr GLBA Notice

Helium’s Client Account Agreements

Pershing Terms & Conditions