Automated trade and wire schedules are based on your inputs and third-party data, for which we do not ensure accuracy, timeliness, or completeness.

Transaction details for future-dated trades are issued immediately upon entry but are only confirmed upon processing on the transaction date. Investments are neither guaranteed nor insured, and past performance does not predict future results.

All Brokerage and Clearing services are provided by, and securities are offered through, Apex Clearing Corporation, Registered SEC, FINRA broker dealer, and member SIPC. Investment Advisory Services offered through Balance Cash Management Inc.

Funds available through Balance aim to maintain a $1.00 per share value, but investment losses are possible. Prospective investors should review fund prospectuses, available on the websites of the fund issuers, for detailed information on distribution fees and expenses. Hypothetical or back-tested performance does not reflect actual account outcomes and should not be relied on as a predictor of future performance. Account size, timing, and market conditions can cause performance variations. Clients are responsible for fund-related costs, trading fees, and tax implications.

For more details on yields, fees, and expenses, email us at [email protected]. *Claims or testimonials may not reflect all client experiences and are not guarantees of future results.