Disclosures

Vestie uses Alpaca to power investment accounts. These are the public disclosures and documents for Vestie and Alpaca.

Vestie

• Terms of Service
• Privacy Policy
• Form CRS
• Form ADV Part 2A
• Privacy Notice (Regulation S-P)
• Investment Advisory Agreement

Alpaca

• Customer Relationship Summary and Use/Risk Disclosures
• Terms and Conditions
• Privacy Notice
• Payment for Order Flow Disclosure
• Margin Disclosure Statement
• Extended Hours Trading Risk Disclosure
• Business Continuity Plan Summary
• Form CRS