Legal Documents

Client Agreements

• Client Agreements - Taxable Accounts

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

• Client Agreements - IRA Accounts

  These are the terms that you agree to when becoming a FinanceCreation client for IRA accounts.

• 529 Client Agreements

  These are the terms that you agree to when opening a FinanceCreation 529 College Savings Plan.

Checking Feature Agreements

• FinanceCreation Customer Debit Agreement (DAA)

  These are the terms you agree to when adding checking features to the FinanceCreation Cash Account.

• Green Dot Electronic Communications Agreement
• Green Dot Privacy Policy

General

• Terms of use (Investment Advisory)
• Terms of use (Financial Planning)
• Privacy policy
• Copyright policy

FinanceCreation Services

• Form ADV Part 1

  Identifying information Details on FinanceCreation’s business, clients, employees, and business practices.

• Form ADV Part 2A and 2B

  A description of the product and services offered by FinanceCreation.

• Form CRS

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

• Conversation Starter Supplement

  Answers certain questions you may have about our investment services.

• 529 Plan description

  Details on the FinanceCreation 529 College Savings Plan including application process, tax considerations, risks, and securities selection.

• Full disclosure

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