* Advisory services provided by Wealthyx LLC, an SEC Registered Investment Advisor. For more details see Wealthyx’s FORM ADV Part 2.
Brokerage services provided to clients by Kapitall Generation LLC, an SEC registered broker/dealer and member FINRA/SIPC. Wealthyx is an affiliate of Kapitall Generation LLC (“Kapgen”). Kapgen acts as introducing broker/dealer to Apex Clearing Corporation (“Apex”). Your account is with Apex who serves as the clearing agent and custodian. Kapgen and Apex are members of SIPC, which offers protection of up to $500,000. For explanation, please contact SIPC at (202) 371-8300 or visit SIPC.
System’s response and connection time may vary due to a variety of factors, including market conditions, system performance, and other factors.
Investments are not FDIC insured; No Bank Guarantee; May Lose Value. Investing involves risk, including the risk of losing principal. Past performance is not necessarily indicative of future results. Asset allocation and diversification does not necessarily eliminate the risk of experiencing investment loss.
Wealthyx automated investing service rebalances your investment portfolio whenever the markets shift.
SaveDay’s Internet-based services are designed to assist clients in helping them understand their financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation. Projected value calculations are hypothetical in nature, provided for educational purposes only, do not reflect actual investment results, are not individualized, and not guaranteed of future results.
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