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November 21 2023 Platform User Notice
NFA ADV Part 2A
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NFA Advisory Agreement
NFA Form CRS (Customer Relationship Summary)
DriveWealth W9
DriveWealth Terms of Service
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Copper Banking

221 1st ave W.
Seattle, WA 98119

      

© Copper 2023

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.

*5% back on savings is a financial incentive paid monthly by Copper, and not by Evolve Bank & Trust, to incent Authorized Users to maintain or increase the balance of their Savings Goals. See Copper Rewards Program terms of service for more detail.

Certain services are offered through Synapse Financial Technologies, Inc. and its affiliates (collectively, “Synapse”). Synapse is not a bank and is not affiliated with Copper. Brokerage accounts and cash management programs are provided through Synapse Brokerage LLC (“Synapse Brokerage”), an SEC-registered broker-dealer and member of FINRA and SIPC. Additional information about Synapse Brokerage can be found on FINRA’s BrokerCheck. See Synapse Terms of Service and the applicable disclosures and agreements available in Synapse’s Disclosure Library for more information.

The Partner Financial Institution(s) participating in a Synapse cash management program can be found in the List of Program Banks.

All Copper branded debit cards are issued by Evolve Bank & Trust, member FDIC, pursuant to a license from Mastercard®. See your applicable cardholder agreement for details. Mastercard® is a registered trademark of Mastercard International Incorporated.