Copper's Policies and Agreements

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Copper Banking

221 1st ave W.
Seattle, WA 98119

      

© Copper 2021

Copper is a financial technology company, not a bank. Banking services provided by Evolve Bank & Trust; Members FDIC.

Investment Advisory services are provided by Next Financial Advisors, LLC (d/b/a Copper)., an investment adviser registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or training.

Next Financial Advisors is not a tax advisor, nor should any information herein be considered tax advice. Please consult a qualified tax professional.

Next Financial Advisors’ internet-based advisory services are designed to assist customers in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a customer's financial situation and do not incorporate specific investments that customers hold elsewhere.

Refer to Next Financial Advisors’ Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Next Financial Advisors' fees, as well as other fees that may be charged. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided by DriveWealth LLC, an SEC-registered broker-dealer and member FINRA/SIPC. For more information, see our disclosure library.

The content on this website is for informational purposes only and does not constitute a comprehensive description of Next Financial Advisors’ investment advisory services.

Parents should review their teen’s questionnaire responses and recommended portfolio to ensure it aligns with their family’s investment preferences. If changes are needed, they can be made through Copper support by logging into the app.