Investment management accounts of Zinvest Financial customers are held in custody by Velox Clearing
LLC, member of FINRA,
NYSE, SIPC. Velox Clearing LLC
may provide custody, execution, confirmation, settlement and/or delivery services to Zinvest
Financial. More information about broker dealers can be found here. All cash and securities held
in Velox custodial brokerage accounts are protected by SIPC up to $500,000, with a limit of $250,000
Zinvest Financial LLC and Velox Clearing LLC are wholly-owned subsidiaries of Velox Holdings Inc.
Free trading or investing of stocks refers to $0 trading fee or management fee for Zinvest Financial
self-directed individual cash or margin accounts that trade U.S. listed securities via mobile
devices or Web. Relevant SEC, FINRA and other third party fees may apply. Please see the Fee Schedule.
Past performance is no guarantee of future results. All securities involve risk and may result in
loss. Trading of stocks and all other investments products involves substantial risk of loss and is
not suitable for every investor. The value of stocks may fluctuate and clients may lost more than
their original investment.
Zinvest Financial does not provide any legal and tax advice. Securities held in Velox custodial
brokerage accounts are not FDIC insured, are not subject to any bank guarantee, and may lose value.
Cash held in Velox custodial accounts are not FDIC insured, and are not subject to any bank
ETF transactions involve high risk. Before investing in ETF, it is important to carefully consider
the objectives, risks and costs of the fund's investment, and to read the open instructions
carefully. Leverage and reverse ETF may not be suitable for long-term investors. ETF may increase
volatility risk by leveraging, derivatives and other complex investment strategies. Customers should
obtain prospectuses from issuers and/or their third-party agents who distribute and make
prospectuses available for review. ETFs are required to distribute portfolio gains to shareholders
at year end. These gains may be generated by portfolio rebalancing or the need to meet
diversification requirements. ETF trading will also generate tax consequences.
A person shall only become a client of Zinvest Financial when he or she has signed the Zinvest
Financial advisory agreement and has acknowledged receiving all disclosures from Zinvest Financial.