Atomic Invest
Atomic Invest LLC (“Atomic Invest”) is the investment advisory services business of AtomicVest Inc. Atomic Invest uses proprietary algorithmic-based technology to provide discretionary asset management services to its customers utilizing the internet, through an online platform and mobile phone application. Companies (“partner firms”) may engage with Atomic Invest to bring their customers the opportunity to open an investment advisory account.
Legal documents
Atomic Invest Investment Advisory Agreement
Terms that you agree to when opening an Atomic Invest investment account.
Pershing Advisor Solutions LLC Terms and Conditions of Your Brokerage Custody Accounts
Terms that apply to your brokerage custody account.
Pershing Advisor Solutions Entity Certification of Powers
Form used for the certification of powers of entities other than trusts and partnerships.
Pershing LLC Traditional IRA Custodial Account Agreement
Terms that you agree to when opening a Traditional IRA Custodial Account.
Pershing LLC 529 Plan Account Agreement
Terms that you agree to when opening a 529 Plan Account.
Pershing LLC Joint Account Agreement
Terms that you agree to when opening a Joint Account.
Atomic Invest Customer Relationship Summary (Form CRS)
Summary that provides retail investors with simple, easy-to-understand information about the nature of their relationship with Atomic Invest.
Atomic Invest Form ADV 2A
Brochure that provides information about the qualifications and business practices of Atomic Invest.
Atomic Invest General Disclosures
Summary of important disclosures for clients of Atomic Invest.
Atomic Invest Privacy Policy
Notice designed to help you understand how Atomic Invest collects, uses, and shares your personal information and to help you understand and exercise your privacy rights.
Atomic Invest Business Continuity Plan Summary
Summary addresses the possibility of a future significant business disruption and how the Atomic Invest plans to respond to events of varying scope.
AtomicVest Terms of Use
Terms govern your use of our website, mobile application and all other electronic interfaces.
Support
support@atomicvest.com
partnerships@atomicvest.commediainquiries@atomicvest.comGeneral: +1 (212) 419-5036Brokerage: +1 (212) 419-5037
Solutions
Wealth ManagementSmart YieldSmart TreasuryFractional TradingSmart BorrowingAtomic Cash Sweep
Company
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© 2024 AtomicVest Inc. All rights reserved.

AtomicVest Inc. (“AtomicVest”) is a technology company that provides an integrated platform to companies who seek to work with Atomic Invest LLC (“Atomic Invest”), an SEC Registered Investment Adviser, or Atomic Brokerage LLC (“Atomic Brokerage”), a FINRA registered broker-dealer, both of which are subsidiaries of AtomicVest. AtomicVest is not involved in securities activities and is not registered with the SEC or FINRA. Technology services may be provided by AtomicVest.

Certain companies (“partner firms”) have an engagement with Atomic Invest LLC (“Atomic Invest”), an SEC-registered investment adviser, to bring their customers the opportunity to open an investment advisory account. Investment advisory services are provided by Atomic Invest. Partner firms which are engaged by Atomic Invest receive compensation of 0% to 0.85% annualized, payable monthly, based upon assets under management for each referred client who establishes an account with Atomic Invest (i.e., exact payment will differ). Atomic Invest also shares a percentage of compensation received from margin interest and free cash interest earned by customers with partner firms. Partner firms are not clients of Atomic Invest, but their engagement with Atomic Invest gives the partner firms an incentive to refer their clients to Atomic Invest instead of another investment adviser. This conflict of interest affects the partner firms’ ability to provide you with unbiased, objective information about the services of Atomic Invest. This could mean that the services of another investment adviser with whom partner firms are not engaged could be more appropriate for you than Atomic Invest. Neither Atomic Invest nor Atomic Brokerage LLC (an affiliate of Atomic Invest and a FINRA registered broker-dealer and member of SIPC), nor any of their affiliates is a bank. Investments in securities are Not FDIC insured, Not Bank Guaranteed, and May Lose Value. Investing involves risk, including the possible loss of principal.

Before investing, consider your investment objectives and the fees and expenses charged. Advisory services through Atomic Invest are designed to assist clients in achieving a favorable outcome in their investment portfolio. They are not intended to provide tax advice or financial planning with respect to every aspect of a client’s financial situation and do not include investments that clients may hold outside of Atomic Invest. For more details about Atomic Invest, please see the Form CRS, Form ADV Part 2A, the Privacy Policy, and other disclosures.

Brokerage services for Atomic Invest are provided by Pershing Advisor Solutions LLC, a registered broker-dealer and member of FINRA and SIPC, and Atomic Brokerage LLC, an affiliate of Atomic Invest and a registered broker-dealer and member of FINRA and SIPC.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. AtomicVest and its affiliates make no representations that materials on this site are appropriate for use in all locations, or that transactions, securities products, instruments, or services discussed on this website are available or appropriate for sale or use in all jurisdictions, or are suitable for all investors or counterparties. Those who access this website do so at their own initiative and are responsible for compliance with applicable local laws and regulations. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, AtomicVest and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All screenshots provided are for illustrative purposes only and any performance figures displayed should not be considered representative of actual performance.