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Changes to the Relationship Disclosure Information

How has the Relationship Disclosure document changed?

We’ve recently updated our Relationship Disclosure document to provide you with greater transparency on our policies.

The following includes material changes and their implications to investors as a result of this update:

  • Deposits to your WealthBar account may be held for up to 30 days before they can be withdrawn in order to prevent fraud and identity theft. Since we are an investment management firm not meant for short term trading, our clients do not typically withdraw funds within this window. 

Current as of June 5, 2020.

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