Last Updated: January 15, 2025
Please read this disclaimer carefully before using Coreaxis investment services.
INVESTING INVOLVES RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL.
Past performance does not guarantee future results. The value of investments may fluctuate, and investors may not get back the amount originally invested.
Before making investment decisions, consider your financial situation, investment objectives, and risk tolerance.
The information provided on the Coreaxis platform is for educational and informational purposes only. It should not be construed as:
You should consult with qualified professionals before making investment decisions.
Coreaxis brokerage services are provided through Coreaxis Securities, LLC, member FINRA and SIPC. Check the background of Coreaxis Securities, LLC on FINRA's BrokerCheck.
Coreaxis advisory services are provided by Coreaxis Advisors, LLC, a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training.
Our Form ADV Part 2A (Brochure) and Form CRS (Relationship Summary) are available upon request and at adviserinfo.sec.gov.
Securities in your account are protected up to $500,000 (including $250,000 for claims for cash). SIPC protection does not cover investment losses.
For more information, visit www.sipc.org.
The value of investments can go down as well as up due to market conditions, economic factors, and company-specific events.
Some investments may be difficult to sell quickly at a fair price, especially during market downturns.
Investing heavily in a single asset, sector, or geographic region increases risk.
Inflation may erode the purchasing power of investment returns.
Investments in foreign securities are subject to currency exchange rate fluctuations.
Any hypothetical performance results have inherent limitations. Unlike an actual performance record, hypothetical results do not represent actual trading.
Hypothetical results are calculated with the benefit of hindsight and may not account for all market factors.
Backtested performance results are hypothetical and assume reinvestment of dividends and no transaction costs.
Past performance, whether actual or backtested, does not guarantee future results.
Any projections, forecasts, or estimates of future performance are based on assumptions that may not materialize.
While we strive to provide accurate and timely information, we do not warrant the accuracy, completeness, or reliability of any content on our platform. Content may include:
We are not responsible for errors, omissions, or delays in information, or for any actions taken in reliance on such information.
Our platform may contain links to third-party websites or content. We:
Coreaxis does not provide tax advice. Any tax-related information is for educational purposes only. You should consult with a qualified tax professional regarding your specific situation.
Tax laws and regulations are complex and subject to change. Tax treatment depends on individual circumstances.
While we employ robust security measures and redundant systems, we cannot guarantee that:
We recommend maintaining alternative access to your investment information.
This disclaimer is in addition to, and not in lieu of, our Terms of Service and Privacy Policy. In case of conflict, the Terms of Service shall prevail.
Nothing in this disclaimer shall limit or exclude liability for:
We may update this disclaimer periodically to reflect changes in regulations, services, or market conditions. The "Last Updated" date at the top of this page indicates when this disclaimer was last revised.
Your continued use of our services constitutes acceptance of the current disclaimer.
If you have questions about this disclaimer or need clarification on any points, please contact:
Coreaxis Compliance Department
Email: compliance@coreaxis.xyz
Phone: 1-800-COREAXIS (Option 3 for Compliance)
Mail: 123 Investment Street, Suite 500, New York, NY 10001
For investment-related questions, please contact our customer service team.