Legal Documents

Client Agreements

• Client Agreements - Taxable Automated Investing Accounts

  These are the terms that you agree to when opening a Prime Insight Market Taxable Automated Investing Account.

• Client Agreements - Stock Investing Accounts

  These are the terms that you agree to when opening a Prime Insight Market Stock Investing Account.

• Client Agreements - IRA Accounts

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

• Client Agreements - 529 College Savings Accounts

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

Checking Feature Agreements

• Prime Insight Market Customer Debit Agreement (DAA)

  These are the terms you agree to when adding checking features to the Prime Insight Market 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

Prime Insight Market Services

• Form ADV Part 1

  Identifying information Details on Prime Insight Market’s business, clients, employees, and business practices.

• Form ADV Part 2A and 2B

  A description of the product and services offered by Prime Insight Market.

• 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 Prime Insight Market 529 College Savings Plan including application process, tax considerations, risks, and securities selection.

• Cash Sweep Program Disclosure

  Detailed information on Prime Insight Market's Cash Sweep Program.

• Full disclosure

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

Portfolio Line of Credit (PLOC)

• Portfolio Line of Credit (PLOC) Agreement

  These are the terms you agree to when taking out a portfolio line of credit.

• Margin Handbook