Securities Risk Disclosures

You should carefully consider your risk tolerance and financial objectives before making investment decisions, including the decision to buy and sell any stocks or ETFs. Investing presents several risks, including risk of loss. The value of any stock or ETF asset may go to zero. 

Investing is not suitable for all investors and each investor should conduct extensive research into markets and individual securities before investing. Investing and trading stocks (including ETFs) is extremely risky and is vulnerable to market, volatility, inflation, and cybersecurity risks. The information presented on and by its affiliates is for educational purposes only and does not constitute investment advice or an offer to buy or sell any security, investment or other product.

In addition to normal market risks, you may experience losses due to one or more of the following circumstances that are beyond our control: halted or suspended securities offerings due to market conditions, system failures, hardware failures, software failures, network connectivity disruptions, and data corruption. For more information see, FINRA’s Managing Risk.

Securities (stock and ETF) services powered by Drivewealth, LLC. Your assets are custodied by Drivewealth, LLC, not Step, and is insured by the Securities Investor Protection Corporation (SIPC), up to $500,000 (including $250,000 for claims for cash). Your stock account is not FDIC insured. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance, historical returns, future projections, and statistical forecasts are no guarantee of future returns or future performance. While we believe the information presented here  to be accurate, we do not guarantee its accuracy or completeness. Any examples are hypothetical and for illustrative purposes only. Hyperlinks to third-party content are intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside