What is Form ADV? Form ADV is a regulatory document that all registered investment advisors must file with the Securities and Exchange Commission (SEC) or the states they do business in. It contains important information about our business practices, fees, conflicts of interest, and more.
How to access Form ADV and Client Agreement:
Tap Profile in the bottom navigation bar at the right
Select Settings
Tap Documents
Select Legal Documents
Choose either Illuminate Form ADV Part 2A Appendix 1 or Illuminate Client Agreement to view or download
Need help? If you have any trouble accessing these documents or have questions about their contents, please contact our support team by going to Profile, then Support.
We recommend reviewing these documents carefully when you first open your account and referring back to them if you have questions about our services or policies.
Our Form ADV Part 2A Appendix 1 can be found here.