Platform Reports
Wealthfront: Verification Report — What the Registries Show
Wealthfront verification report: adviser and brokerage registrations, how the cash sweep and FDIC pass-through actually work, and the live registry scan.
Platform Reports
Platform Reports
Betterment: Verification Report — What the Registries Show
Betterment verification report: the SEC adviser + FINRA broker structure, what the Form ADV shows about scale and revenue, and the live registry scan — read before you fund.
Platform Reports
Public.com: Verification Report — Free Trading Without PFOF
Public.com verification report: registrations and SIPC coverage, the 2021 decision to drop payment for order flow, and where the revenue comes from instead. With live registry scan.
Platform Reports
SoFi Invest: Verification Report — Three Regulators, One App
SoFi Invest verification report: broker, adviser and bank charter under one brand — which protection applies where, and how the funnel business model works. With live registry scan.
Platform Reports
M1 Finance: Verification Report — Broker, Not Adviser
M1 Finance verification report: why its registry profile is a broker-dealer's, what self-directed means for your protections, and where the no-fee model earns. With live registry scan.
Platform Reports
Acorns: Verification Report — Registrations, Custody & the Flat-Fee Math
Acorns verification report: the adviser + broker registrations, the custody structure, and the flat-fee arithmetic every small-balance user should run. With live registry scan.