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Required Disclosures

Vestie uses Alpaca to power your investment account. These are required disclosures and documents for both Vestie and Alpaca.

Vestie Docs

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

Alpaca Docs

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

Affiliated Person Compliance Documents

You marked that you are affiliated with FINRA or a US broker-dealer. Please upload your employer compliance letter or account approval letter for review.

Brokerage Compliance Requests

We need additional documents before your account can be fully approved.

Dashboard Invest Settings