Customer Information

• 4Q2019
• 3Q2019
• 2Q2019
• 1Q2019
• 4Q2018
• 3Q2018 
• 2Q2018
• 1Q2018
• 4Q2017 
• 3Q2017 
  
• 2Q2017
• 1Q2017 
• 4Q2016 
• 3Q2016 
• 2Q2016 
• 1Q2016 
• 4Q2015 
• 3Q2015 
• 2Q2015 
• 1Q2015 

Fee Schedule

• Fee Schedule of Miscellaneous Account and Service Fees

FDIC Sweep Deposit Program

• View the Disclosure, Rate Chart, Bank List, and More

Insured Cash Account Program

• View the Disclosure, Rate Chart, Bank List, and More

Additional Information

• Triad Advisors Form ADV Part 2A – Brochure
• Triad Privacy Policy 
• My Privacy Options
• Privacy Notice for CA Residents
• Ladenburg Thalmann Revenue Sharing Disclosure
• Triad Customer Information
• Apex Transaction Schedule (Schedule  C)
• Business Continuity Plan   
  
• Texting Disclosure