This website is operated by Trio Financial Technologies Inc., doing business as Finch. Advisory services are provided by Trio Advisors, Inc., doing business as Trio App Advisors, Inc. an SEC-registered investment adviser.
WAITLIST CONTEST DISCLOSURES
This waitlist and waitlist contests are open to legal residents of the United States of America aged 18 and over.
There is no need for purchase or payment of any kind to join our waitlist.
If you have any questions, please contact email@example.com
BANKING SERVICES DISCLOSURES
The bank services are provided by Synapse's bank partners, Members FDIC. The Finch Mastercard® Debit Card and Finch Mastercard® Credit Card are issued by our partner bank pursuant to a license from Mastercard International Incorporated.
Improvement in your credit score is dependent on your specific situation and financial behavior and results are not guaranteed.
BROKERAGE SERVICES DISCLOSURES
Trio App Advisors, Inc. works with Apex Clearing Corporation, who is a member of FINRA/SIPC, which protects securities of its members up to $500,000 (including $250,000 for claims for cash). For details, please see www.sipc.org.
Any uninvested cash or investment allocation to the Finch cash sweep is swept into an interest-bearing FDIC-insured deposit account opened by Finch’s partner broker at a participating bank and is eligible for FDIC insurance up to the standard limit of $250,000 per account holder, per institution.
Non-deposit investments are not FDIC insured and may lose value.
Investing involves risk including loss of principal. Past performance does not guarantee or indicate future results.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Blogs located within the Finch Journal are informational and educational only and are dated materials. Some of these blogs may be outdated, consider the date of publication. Investors should not rely on the informational content as the only resource for making financial decisions. A professional financial planner, or advisor should always be consulted before making any investments.
Trio App Advisors, Inc. throughout this website has provided links to various other websites. While Trio App Advisors, Inc. believes this information to be current and valuable to its clients, Trio App Advisors, Inc. provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.
SOCIAL MEDIA DISCLOSURES
All social media pages are maintained by Trio Financial Technologies Inc., doing business as Finch. Advisory services are provided by Trio Advisors, Inc., doing business as Trio App Advisors, Inc. an SEC-registered investment adviser.
All social media pages are solely for informational purposes. Advisory services are only offered to clients or prospective clients where Trio Advisors, Inc. and its representatives are properly licensed or exempt from licensure.
No advice may be rendered by Trio Advisors, Inc. unless a client service agreement is in place. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.
Trio Advisors, Inc. has reasonable belief that the content posted by a third-party does not contain untrue statements of material fact, or misleading information regarding its advisory services.
Public comments posted on our social media pages are not selected, amended, deleted, or sorted in any way, certain editing of personal identifiable information and mis information may be deleted.