Legal Disclosures
Last Updated: January 29, 2026
Investment Risk Disclosure
Important: All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. The value of your investments will fluctuate over time, and you may gain or lose money.
Before investing, consider your investment objectives, risk tolerance, and Sidepocket's fees. Our services are designed for long-term retirement savings and may not be suitable for all investors.
SEC Registration
Sidepocket Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Sidepocket is available on the SEC's website at adviserinfo.sec.gov.
SIPC Protection
Customer accounts at Apex Clearing Corporation are protected by SIPC (Securities Investor Protection Corporation) for up to $500,000 (with a cash limit of $250,000). SIPC protects against the loss of cash and securities in the event of broker-dealer failure, but does not protect against investment losses.
Not Tax or Legal Advice
Sidepocket does not provide tax, legal, or accounting advice. The information provided through our services is for general informational purposes only. You should consult with qualified tax and legal professionals regarding your specific situation before making any financial decisions.
Performance Claims
Any references to historical performance, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Investment returns and principal value will fluctuate so that your account may be worth more or less than the original investment.
Third-Party Links
Our website may contain links to third-party websites. Sidepocket does not endorse or control the content of these sites and is not responsible for their privacy practices or terms of service.
Contact Information
For questions about these disclosures, please contact us at [email protected].