*2024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

Robinhood Advisor Network
Referral services offered by Robinhood Asset Management, LLC (“Robinhood Advisor Network”), an SEC-registered investment advisor. The Robinhood Advisor Network is a referral service for customers of Robinhood who seek to be connected with independent, third-party investment advisory firms and their individual advisors. 

Any contents provided are for informational purposes only, does not constitute tax or investment advice, and is not a recommendation for any security or trading strategy. Any contents provided are for informational purposes only, does not constitute tax or investment advice, and is not a recommendation for any security or trading strategy. See https://about.robinhood.com/legal for additional disclosures.

Robinhood Cortex for Advisors
Robinhood Cortex for Advisor features use generative artificial intelligence and are provided for informational purposes only. They shouldn’t be viewed as research or a recommendation to buy, sell, or hold a security or asset.

TradePMR
TradePMR is an introducing broker-dealer. Securities-backed lending products, margin loans, and third-party security loans offered, underwritten, and managed by First Clearing, LLC. TradePMR is not a lender. These lending products are subject to First Clearing's exclusive terms, underwriting standards, and credit risk management policies, which may change independently of Robinhood Markets, Inc.’s general forward-looking statements or SEC filings.

¹These lending products are offered by First Clearing, LLC. TradePMR is not a lender. Securities-based lending has special risks and is not appropriate for everyone. There is material risks around Security Backed Lending. Maintenance calls and providing lender demand-repayment rights to clients is advisable. Margin borrowing may not be suitable for all investors. When you use margin, you are subject to a high degree of risk. Market conditions can magnify any potential for loss.

Securities-based lending has special risks and is not appropriate for everyone. If the market value of a customer’s pledged securities declines below required levels, the customer may be required to pay down his or her line of credit or pledge additional eligible securities in order to maintain it, or the lender may require the sale of some or all of the customer’s pledged securities. First Clearing will attempt to notify customers of maintenance calls but is not required to do so. Customers are not entitled to choose which securities in their accounts are sold. The sale of their pledged securities may cause customers to suffer adverse tax consequences. Customers should discuss the tax implications of pledging securities as collateral with their tax advisors. An increase in interest rates will affect the overall cost of borrowing. Neither First Clearing nor TradePMR provide tax or legal advice. All securities and accounts are subject to eligibility requirements. Customers should read all lines of credit documents carefully. The proceeds from securities-based lines of credit may not be used to purchase additional securities, pay down margin, or for insurance products offered by Wells Fargo or TradePMR affiliates. Securities held in a retirement account cannot be used as collateral to obtain a loan. Securities purchased in the pledge account must meet collateral eligibility requirements.

Advisor IPO Access
IPO investments involve significant risks, including but not limited to: high price volatility, limited publicly available financial information, potential for substantial loss of principal, lock-up period restrictions, and the risk that the market price may decline below the offering price. IPO investments may not be suitable for all investors. Advisors should independently evaluate whether any IPO investment is consistent with their fiduciary obligations and each client's investment objectives, risk tolerance, and financial situation.

Securities products and services are offered through Trade-PMR, Inc., member FINRA/SIPC. TradePMR is a wholly owned subsidiary of Robinhood Markets, Inc. Securities held in your account are protected by SIPC up to applicable limits.

TradePMR, Inc. is a registered broker-dealer, member FINRA/SIPC, and a wholly owned subsidiary of Robinhood Markets, Inc. This email and any attachments may contain confidential or privileged information. If you are not the intended recipient, please delete it and notify the sender; any unauthorized use or distribution is prohibited. Nothing in this communication constitutes an offer, solicitation, or recommendation of any security or investment strategy. Trade orders, account changes, and time-sensitive instructions are not accepted via email. Electronic communications with TradePMR may be monitored and retained to comply with regulatory requirements. Investing involves risk, including possible loss of principal. For additional disclosures, please visit: www.tradepmr.com.