Updated as of  March 30, 2020


Stackin Financial ESIGN Agreement

Stackin Financial Investment Advisory Agreement
Stackin Financial Form ADV Part 2

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Stackin Financial, LLC (“Stackin Financial”) is a registered investment adviser owned by Stackin Inc. All Stackin, Inc disclosures apply in addition to any subsidiary under its ownership.  


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A - Conservative: Client seeks current income. Long term capital growth is not an objective. Client is willing to accept very low levels of volatility and the possible loss of a portion of his or her principal, but preservation of capital is still an important concern. A typical portfolio will be heavily weighted towards fixed income investments and cash and/or cash alternative securities with limited allocations to equities. 


B - Moderate: Client seeks both capital growth and current income. Client is willing to accept moderate levels of volatility in order to achieve capital appreciation or higher income returns and the possible loss of a portion of his or her principal in order to pursue his or her investment goal. A typical portfolio includes an approximate balance of fixed income investments, equities. 


C - Growth: Client primarily seeks long-term growth with some current income as a secondary goal. Client is willing to accept high levels of volatility and the possible loss of a substantial portion of his or her principal in order to pursue his or her investment goal. A typical portfolio has exposure to fixed income but would generally be biased toward equities.


D - Aggressive: Client seeks long-term capital growth. Current income is not an objective. Client is willing to accept high levels of volatility and the possible loss of a substantial portion of his or her principal in order to pursue his or her investment goal. A typical portfolio will have limited exposure to fixed income and will have a strong bias towards equities. 

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Annual Percentage Yield (APY) accurate as of 5/28/2019. 1.00% APY applies to the entire balance of $0.01 or more. Rates may change after account is opened. Fees may reduce earnings.    

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**Investment advisory services are provided by Stackin Financial, LLC (“Stackin Financial”) which is an SEC registered investment adviser owned by Stackin Inc. Investing involves risk including loss of principal. The information here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of investments mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. Past performance is no guarantee of future results. The content on this website is for informational purposes only and does not constitute a complete description of Stackin Financial’s investment advisory services. Certain investments are not suitable for all investors and may not be available to all Stackin Financial clients.  DriveWealth, LLC, broker-dealer and member FINRA/SIPC, provides trade execution and clearing services in addition to traditional brokerage and custody services for Stackin Financial Clients’ advisory accounts. For more information, see our disclosures. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

 The $2/ month fee applies to accounts below $5,000 in value. For current fee schedule, please see the Stackin Financial Wrap Fee Brochure.

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