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Registration and membership

Passfolio Securities, LLC is an SEC-registered broker-dealer, and a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

This means stocks in your account are protected up to $500,000 (including $250,000 for claims for cash). For details, check out the SIPC website, and for more information on Passfolio Securities, you can find us on FINRA Broker Check.

Also, your account password is never stored in plaintext and our mobile applications securely communicate with our servers using Secure Socket Layer (SSL) or Transport Layer Security (TLS) protocol.


What happens if Passfolio goes out of business?

If Passfolio, for any reason, ceases to operate, the assets of the clients will be transferred in an orderly manner to another registered...

Form CRS - Customer Relationship Summary FAQ

Given my financial situation, should I choose an investment advisory service? Should I choose a brokerage service?

Creating an account

To create an account with us, you need to meet the following requirements...

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