Atomic Treasury Disclosures
Effective date:
Slash has engaged Atomic Invest LLC (“Atomic”), an SEC-registered investment adviser, to bring you the opportunity to open an investment advisory account with Atomic. Companies which are engaged by Atomic receive compensation of 0% to 0.85% of assets under management annualized, payable monthly, for each referred client who opens an Atomic account and may receive a percentage of margin and free cash interest earned by clients, which creates a conflict of interest.
Brokerage services for Atomic are provided by Atomic Brokerage LLC , a registered broker-dealer and member of FINRA and SIPC, and an affiliate of Atomic, which creates a conflict of interest. For more details about Atomic, please see the Form CRS, Form ADV Part 2A, and Privacy Policy. For more details about Atomic Brokerage, please see the Form CRS and General Disclosures. You can check the background of Atomic Brokerage on FINRA’s BrokerCheck.
Neither Atomic Invest nor Atomic Brokerage, nor any of their affiliates, is a bank. Investments in securities: Not FDIC Insured, Not Bank Guaranteed, May Lose Value. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and fees and expenses charged. Advisory services through Atomic are not to be construed as tax advice or financial planning and do not take into consideration investments that clients may hold outside of Atomic.
By signing up for Slash Treasury, you are agreeing that you are of legal age, have the capacity to enter into contracts and would like to open a brokerage account with Atomic Brokerage LLC with investment advisory services provided by Atomic Invest LLC.
You confirm that you have been provided with, read, understood, and agree to the agreements, disclosures and policies listed below:
- Atomic Invest LLC Investment Advisory Agreement
- Atomic Brokerage LLC Account Agreement, Margin Supplement Agreement and Margin Disclosure Statement
- Atomic Cash Sweep Program Terms and Conditions
- Atomic Invest General Disclosures
- Atomic Brokerage General Disclosures
- Atomic Invest Form CRS
- Atomic Brokerage Form CRS
- Atomic Invest Form ADV Part 2A
- Atomic Invest and Atomic Brokerage Privacy Policy
You also confirm that:
- You authorize Atomic Invest to use its affiliated broker-dealer, Atomic Brokerage, to execute transactions and understand that this creates a conflict of interest as Atomic Invest or its affiliates benefit financially from using an affiliated broker.
- You agree to resolve any disputes with Atomic Invest and Atomic Brokerage through binding arbitration.
- You delegate proxy voting authority to Atomic Invest.
- You authorize Atomic Invest to take the following actions without prior consultation or consent from you:
- Buy, sell, trade, redeem, hold, otherwise engage in transactions for your account;
- Determine when, how often, and in what amounts to invest or reinvest dividends, interest or other income; determine the timing of purchases, sales and withdrawals/redemptions;
- Select and use such counterparties to hold assets or effect transactions on your behalf, including to transfer cash or securities to settle transactions;
- Negotiate, amend and execute any agreements, forms or documents on your behalf that the custodian or other counterparty requires;
- Take any other action which Atomic Invest reasonably considers to be necessary, desirable or incidental to carry out the services under this Agreement.
- You agree that electronic signatures are legally binding and to the electronic delivery of Atomic Invest and Atomic Brokerage account communications, including account statements, trading confirmations, and tax documents.
- You agree to the Quarterly Delivery of Trading Confirmations Certification.
- You have read, understood, and agree to the Taxpayer Certification, including that you are not subject to back-up withholding and are exempt from FATCA reporting for this account.