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Terms & Conditions

*Investment advisory services provided by  AdvisiFi, LLC (“AdvisiFi”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Securities and brokerage products offered by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members FINRA/SIPC. AdvisiFi, InvestiFi Securities and RQD are not affiliates of WeStreet Federal Credit Union (“Financial Institution”). The Financial Institution does not provide investment advisory or brokerage services, and nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products or to open an investment account.

Cash and securities held by RQD are (1) not insured by the FDIC, NCUA or other government agency, (2) not guaranteed, (3) not WeStreet Federal Credit Union deposits or obligations, and (4) may lose value. Securities and investments offered by InvestiFi Securities involve risk, including possible loss of principal.

Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. Please visit [InvestiFi.co/legal] for applicable terms, conditions and important disclosures.