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Legal

Wealth2b Inc. ("W2B Inc.") offers investment advisory services using proprietary algorithmic technology. Our commercial partners ("Partners") collaborate to facilitate the opening of investment advisory accounts for end users.

Legal documents

Investment Advisory Agreement (IAA) Form ADV 2A Customer Relationship Summary (Form CRS) Privacy Notice

Regulatory information

FDIC

Deposits insured up to USD 250,000 per depositor, per insured institution.

SIPC

Securities protected up to USD 500,000 (including USD 250,000 in cash). Learn more at www.sipc.org.

SEC

Registered Investment Advisor CRD# 331220. See www.adviserinfo.sec.gov.

W2B, Inc. is registered with the SEC as an investment adviser under CRD# 331220. Registration does not imply a certain level of skill or training.

Investment accounts offered through Wealth2B are protected by SIPC for up to $500,000, including a $250,000 limit for cash.

Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results.

Wealth2B does not provide comprehensive financial, legal, or tax advice. Clients are encouraged to consult qualified professionals.

Wealth2B collaborates with third-party companies ("Partners") to offer its investment services. Commercial agreements with these Partners may create conflicts of interest.

All services provided by Wealth2B are delivered exclusively through its platform and facilitated by proprietary algorithms. The content on this website is for informational purposes only.

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