Disclosures


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.  

The bank services are provided by Synapse's bank partners, Members FDIC. The Finch Mastercard® Debit Card is issued by our partner bank pursuant to a license from Mastercard International Incorporated.

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. Please consider, among other important factors, your investment objectives, risk tolerance and Finch's pricing before investing. Past performance does not guarantee or indicate future results.