Boursa Investment Advisors

Investor Disclosures

Options Disclosure


Margin Disclosure


Business Continuity

SEC Disclosure Rules


Day Trading Risks

Extended Hours Trading

Payment For Order Flow


USA Patriot Act Customer Notice

U.S. federal law requires us to obtain, verify, and record information that identifies each person or entity that opens an account. As a result, when you purchase or sell securities or custody assets with our Firm, we will ask for a customer name, date of birth (for an individual), street address and an identification number, such as a Taxpayer ID number. We may also ask to see other identifying documents that will allow us to identify and verify your account. We appreciate your cooperation.