Boursa Investments

Investor Disclosures

Reg BI - Form CRS Relationship Summary

Fees & Commissions

Options Disclosure & Supplements

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.

Important Notification

Please be advised that financial crimes and fraud have been on the rise. We do not engage in unsolicited calling “cold calling”. If you receive a telephone call and/or email from a person or organization trying to impersonate us, please contact your financial professional or our office directly 619.756.6949. If you suspect you have been a victim of a financial crime or fraud, please contact your local authorities.