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LOYAL3 Securities
Privacy, Trust and Tax Info

Privacy, Trust and Tax Info

General Questions

Who will send me my tax forms?
What is a 1099-B tax form?
What is a 1099-DIV tax form?
What is cost basis and where can I access it?
What is a dividend?
What do you mean by "Fully Electronic"?

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Our mission is to make it easy and affordable for people to own the brands they love. Own What You Love^® reflects this principle.

No fees charged for enrollment or transactions and no minimum account balance. Maximum stock purchase for publicly traded stock generally $2,500 per transaction and $5,000 in any 30-day period; offerings may have different limits. Since LOYAL3 uses a daily batch or combined order process, and typically executes trades only once per day, your price may differ, perhaps significantly, from the market price when you place your order. You agree to receive all communications electronically. Platform limited to U.S. residents.

Accounts are held at LOYAL3 Securities, Inc. Member FINRA, SIPC. Security products are not FDIC insured, not bank guaranteed, and may lose value. We do not solicit, recommend, or offer investment advice.

Availability of any security on the platform is based on various factors including social prominence, but is not based on value and may not be appropriate for you. More investment risk disclosures. Availability on the platform or use of a company logo does not necessarily indicate a contractual relationship or fee payment between LOYAL3 and the listed company.

© 2016 LOYAL3. All rights reserved. Trademarks and brand logos owned by LOYAL3 or the issuers. LOYAL3 technology is covered by U.S. Patents 8,468,129 and 8,533,804, and U.S. Patent Applications 12/606,492, 13/242,110 and 13/242,111.