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Cash App Investing Disclosure Library

Customer Relationship Summary


Cash App Investing

  • Cash App Investing Disclosures

  • Customer Account Agreement

  • House Rules

  • Privacy Notice

  • Business Continuity Plan

  • BrokerCheck

  • SEC Rule 606 and 607 Disclosure


DriveWealth

  • Customer Account Agreement

  • Disclosures

  • Margin Risk Disclosure Statement

  • Privacy Policy

  • Business Continuity Plan

  • SEC Rule 606 Disclosure

  • BrokerCheck

  • Dividend Reinvestment Program


APEX

  • Customer Account Agreement

  • APEX Disclosure Library

  • Customer Privacy Notice - US

  • Customer Privacy Notice - International 

  • Business Continuity Plan

  • SEC Rule 606 and 607 Disclosure

  • BrokerCheck

Depending on the account or holding, either DriveWealth, LLC (“DriveWealth”) or Apex Clearing Corporation (“Apex”) acts as the carrying broker for brokerage services provided by Cash App Investing. Customers can check their trade order screen prior to submitting a trade for execution, their trade confirmations, and/or their Cash App Investing account statements to confirm the relevant Carrying Broker.

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