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TAPP Engine Securities, LLC.
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@ 2025 TAPP Engine, Inc. All rights reserved.

Brokerage services are provided by TAPP Engine Securities, LLC (“TES”), which is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). SIPC protects securities customers of its members up to $500,000, including $250,000 for claims related to cash. Please note that SIPC coverage does not extend to losses resulting from market fluctuations.

For detailed information about your broker, you can visit FINRA BrokerCheck.
Additional information about SIPC coverage is available upon request or at www.sipc.org.
The Options Disclosure Document (ODD), which provides important information about options trading, is accessible here.

Electronic trading comes with inherent risks, including but not limited to system outages, delayed or failed order executions, market volatility, and cybersecurity vulnerabilities. These risks can lead to significant financial losses. By utilizing electronic trading services, you acknowledge and accept these risks.

All digital advisory services, including Goal-Based Investing and Direct Indexing, are provided through TAPP Engine Advisors, LLC (“TEA”), an investment adviser SEC registration pending. These Robo-advisory services utilize advanced algorithms to provide automated investment management, which may involve risks such as market volatility, algorithmic errors, and limitations in personalization.

TAPP Engine Advisors only transacts business in states where it is properly registered or is excluded or exempt from registration. A copy of TAPP Engine Advisors, LLC’s current disclosure brochure filed with the SEC which discusses among other things, TAPP Engine Advisors, LLC’s business practices, services and fees, is available through Investment Adviser Public Disclosure.

TAPP Engine Advisors has partnered with Tidal Financial Group ("Tidal"), a leading ETF investment and technology platform, to support the creation, operation, and growth of exchange-traded funds (ETFs). Tidal provides operational, regulatory, and technological infrastructure to assist in the launch and management of ETFs. It is important to note that while Tidal facilitates the operational aspects of ETF management, investment decisions, portfolio construction, and overall strategy remain the responsibility of TAPP Engine Advisors. Tidal does not provide investment advice or act as a fiduciary in relation to any ETFs managed by TAPP Engine Advisors.

Additionally, certain services provided by Tidal may be subject to fees and agreements separate from those of TAPP Engine Advisors. Investors should review all applicable disclosures and offering documents to understand the roles and responsibilities of each party involved. Past performance is not indicative of future results, and there is no guarantee that these services will achieve your financial objectives. By using these services, you accept these risks and are encouraged to periodically review your portfolio and consult with a financial professional as needed.

Cash Management solutions and Deposit Connect services are offered by TAPP Cash in partnership with a network of NCUA-insured credit unions. While these credit unions are insured by the NCUA, TAPP Cash. itself is neither an FDIC-insured bank nor an NCUA-insured credit union.

Digital asset technology is provided and supported by TAPP Engine Digital, LLC. Custody and liquidity access for digital assets are facilitated through a network of third-party partners. TAPP Engine Digital, LLC., is a technology service provider and is not an FDIC-insured bank or a depository institution licensed in any jurisdiction. Trading digital assets involves significant risks, including high market volatility, the potential loss of principal, cybersecurity threats, regulatory changes, and the possibility of system outages. Furthermore, digital assets are not insured or guaranteed by any government or financial institution. Before trading digital assets, carefully assess your financial situation, investment objectives, experience level, and risk tolerance. By engaging in digital asset trading, you acknowledge and accept these risks and responsibilities.

Credit union software licensing and support are provided through Wealth Cabinet Financial Technology, LLC., an NCUA-registered Credit Union Service Organization (CUSO). Wealth Cabinet offers innovative solutions tailored to support the needs of credit unions and their members.

Please note that nothing on this website should be construed as an offer, solicitation, or recommendation to buy or sell securities, digital assets, or other financial products. Users should consult with qualified financial, legal, or tax professionals before making any financial decisions.

TAPP Engine may also partner with non-affiliated third parties in the provision of financial products and services. Those partnerships are disclosed as required within Terms of Use, Privacy Policy and other legal documents for each entity. Please review the Legal section of our website, and the disclosures provided with each TAPP Engine service or product, for further information. If you were introduced or invited to TAPP Engine by a bank, credit union or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any TAPP Engine entity. The role of the other institution that invited you to TAPP Engine may vary between different services and products, as further described in your terms of service.

TAPP Engine, Inc. is not a broker/dealer, SEC-registered investment adviser, FDIC-insured bank, NCUA-insured credit union, or a depository institution licensed in any jurisdiction. The company functions solely as a technology and service provider, facilitating access to financial tools and solutions through its subsidiaries and partners.

Nothing on this website should be considered an offer, solicitation of an offer, tax, legal, or investment advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. All investments are subject to risk and may lose value.

Investments in securities: Not FDIC Insured – Not NCUA Insured - Not Bank Guaranteed – Not Credit Union Guaranteed - May Lose Value

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