Alinea: Automated Investing

About this app

<p>Alinea helps you invest toward your goals. Our investment team constructs portfolios designed around<br />
your objectives and risk tolerance, while Allie, our AI-powered assistant, provides educational insights to<br />
help you understand your portfolio. Track performance, visualize your account, and access information to<br />
support your decisions. All investing involves risk, including the possible loss of principal.</p>
<p>Key Features:<br />
• Professionally Managed Portfolios: Constructed by Alinea's investment team based on your<br />
stated goals and risk profile.<br />
• AI-Powered Insights: Allie provides educational information about your portfolio's performance<br />
and composition. Allie does not provide personalized investment advice or recommendations.<br />
• Investing Playlists: Discover thematic investment collections. Playlists are provided for<br />
informational purposes and are not recommendations.<br />
• Daily Briefing: Financial news summaries relevant to your holdings. Content is for informational<br />
purposes only.<br />
• Goal Projections: Illustrate hypothetical outcomes based on assumptions you select.<br />
Projections are hypothetical, do not reflect actual performance, and are not guarantees of future<br />
results.</p>
<p>SECURITY AND PRIVACY:<br />
At Alinea, we take the security and privacy of your information seriously. We use SSL and 256-bit<br />
encryption to help protect your data. Bank accounts are linked through Plaid, a third-party account-linking<br />
service also used by other financial applications. Plaid is not affiliated with Alinea, and its use by other<br />
companies is not an endorsement of Alinea's advisory services.<br />
Brokerage accounts are held at DriveWealth LLC, member FINRA/SIPC. DriveWealth is a member of the<br />
Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up<br />
to $500,000 (including $250,000 for claims for cash). SIPC protection covers the custody of your securities<br />
and cash if the brokerage firm fails financially — it does not protect against a decline in the market value of<br />
your securities. An explanatory brochure is available at www.sipc.org.sipc<br />
You must be 18 or older to open an account. Alinea Invest is available only to U.S. residents who are U.S.<br />
citizens, permanent residents, or holders of certain visa types.</p>
<p>DISCLAIMER:<br />
Alinea Invest ("Alinea") is an investment adviser registered with the U.S. Securities and Exchange<br />
Commission. Registration does not imply a certain level of skill or training. Alinea provides digital<br />
investment advisory services, with access to human support, only to U.S. residents in jurisdictions where<br />
it is registered or exempt from registration. Nothing on this website is an offer, solicitation of an offer, or<br />
advice to buy or sell securities. All investing involves risk, including the possible loss of the money you<br />
invest. Past performance does not guarantee future results. Any historical returns, expected returns, or<br />
probability projections are hypothetical, are based on assumptions that may not occur, and may not reflect<br />
actual future performance. Account holdings shown are for illustrative purposes only and are not<br />
investment recommendations. Brokerage services are provided by DriveWealth LLC, member<br />
FINRA/SIPC, an unaffiliated third party</p>