Terms of Use
Permitted use, educational scope, no-advice boundary, tools, intellectual property, and site availability.
Disclosures & Risk
Investment risk, trading, leverage, funds, fixed income, performance, taxes, and investor-protection limits.
International Investor Information
Cross-border tax status, W-8 forms, withholding, FATCA, treaties, estate tax, FX, and regional availability.
Privacy & Cookies
Technical data, browser tools, third party resources, cookies, external links, and security.
Communications & Messaging
SMS and email consent, message frequency, STOP/opt-out, HELP, delivery limitations, privacy, and international recipients.
Market Data & Third-Party Services
Quote delays, proxy instruments, external data, charts, time zones, and provider limitations.
Tax Information
W-8 documentation, withholding, 1042-S, filing distinctions, treaties, FATCA, ECI, estate tax, and verification.
Calculators & Models
Assumptions, estimates, rounding, hypothetical outputs, tax-tool limits, and market-input limitations.
Research & Hypothetical Information
Company research, historical examples, backtests, forecasts, scenarios, and third party research limitations.
Regional Notices
Region selection, product availability, UK/EEA disclosure differences, local law, and translation limitations.