Legal Documents

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Legal Documents

Everything You’ll Need

Advisory Client Agreement

These are the terms that you agree to when becoming a WealthDrive client.

E-Sign Consent

Acknowledgement and consent to electronic signature, use, and delivery of electronic records and delivery.

Market Timing Agreement

These are the terms that you agree to when becoming a WealthDrive client.

Privacy Policy

We take privacy very seriously and do all that we can to protect you and your data.

Terms of Use

These are the terms of use you agree to when becoming a WealthDrive client.

Full Disclosure

Detailed information on WealthDrive’s services, such as investment methodology, securities selection, performance calculation, and fees.

Form ADV Part 2A

The ADV Part 2A provides information filed with the Securities and Exchange Commission.

Form CRS

Provides information about our investment services, including product features, fees, and costs.

Legal Action

The following disclosures cover the ramifications of any legal action.