COMPLIANCE

Compliance Documents

This page brings together all important legal and compliance documents our customers need, in one organized spot. Whether it’s the fine print or a quick double-check on our privacy practices, everything is presented in plain English —so you can trust they’re in good hands and focus on what really matters: making their money work smarter, not harder.
Terms of Use
Defines the rules for using Enrich Finance’s platform, including account setup, user rights, and company liability limitations.
Advisory Agreement
Explains how Enrich Finance collects, uses, stores, and protects your personal data in compliance with U.S. privacy laws.
Privacy Policy
Outlines the terms of Enrich Finance’s advisory services, including client responsibilities, fees, and investment risk disclosures.
Disclosure Brochure (Form ADV Part 2A)
Provides detailed information about Enrich Finance’s business practices, fees, investment risks, and ethical standards as required by the SEC.
Company
About UsCRS FormDisclosures
Product
Product OverviewPricingDownload AppSupportMigrating to Enrich
Resources
Principles and InsightsFree Portfolio Analysis Tool
Our mission is to give you, the passive DIY investor, the tools for smart financial control. We don't trade for you - we help you decide. We adhere to applicable regulatory standards of security, accountability, and transparency.
© 2025 Enrich Finance, LLC. All rights reserved
Enrich Finance, LLC is an investment adviser registered with the SEC. Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal
1 - Investment recommendations and tax-loss harvesting alerts do not eliminate the risk of investment loss, and outcomes may be impacted by market volatility, execution quality at your brokerage, and changes in tax laws or regulations. Recommendations are generated based on the information and preferences you provide and may not be appropriate for every situation or result in improved performance or reduced taxes
‍
2 - A flat subscription fee for our service does not include costs charged by your brokerage firm (such as trading commissions, fund expenses, or account fees), nor does it consider any tax impact from trading activity in your accounts. You should also consider that subscriptions renew unless canceled, and our tools may recommend actions that increase transaction costs or taxes depending on your personal situation