WealthGrid Management LLC · Last Updated: May 2026
This disclosure contains critical information about the risks of trading and managed account services. Read this document in its entirety before proceeding. Trading involves risk. You may lose some or all of your invested capital.
Trading foreign exchange (forex), commodities, indices, equities, contracts for difference (CFDs), and other financial instruments involves a HIGH LEVEL OF RISK and may not be suitable for all investors. You may lose some or all of your invested capital. YOU SHOULD NEVER INVEST MONEY THAT YOU CANNOT AFFORD TO LOSE ENTIRELY.
WEALTHGRID MAKES NO REPRESENTATION OR WARRANTY THAT THE WEALTHSTREAM MANAGED TRADING SERVICE WILL GENERATE ANY PARTICULAR LEVEL OF RETURNS, OR ANY RETURNS AT ALL. PAST PERFORMANCE OF ANY TRADING STRATEGY, ACCOUNT, OR TRADER IS NOT INDICATIVE OF, AND DOES NOT GUARANTEE, FUTURE RESULTS. Any hypothetical or simulated performance results shown on the Platform are for illustrative purposes only and do not represent actual trading results.
Leveraged trading amplifies both gains and losses. A position held on margin may result in losses exceeding your initial deposit. If your account equity falls below the broker's required margin level, your positions may be automatically liquidated at a loss without prior notice. You are responsible for monitoring margin requirements at all times.
(a) WealthGrid's trading team manages positions in your WealthStream account pursuant to a Limited Power of Attorney. While risk management protocols are in place, there is no guarantee that such protocols will prevent losses.
(b) You acknowledge that your WealthStream account may experience drawdowns (periods of loss) that could be significant in magnitude and duration.
(c) Performance fees are charged on net new profits only and are calculated using a high-watermark methodology. Performance fees reduce your net returns.
(d) A minimum account balance is required to participate in the WealthStream service. If your account balance falls below the required minimum, WealthGrid may suspend trading activity.
(e) WealthGrid is not a registered investment adviser and does not provide personalized investment advice. The managed trading service is a technology-facilitated service and does not create an advisory relationship.
Exchange Rate Risk: Currency valuations are affected by numerous macroeconomic, political, and market factors that are unpredictable. Exchange rates can move rapidly and dramatically.
Interest Rate Risk: Changes in central bank interest rates can significantly impact currency valuations.
Political and Geopolitical Risk: Political instability, sanctions, capital controls, and government intervention can affect market access and currency values.
Liquidity Risk: During periods of market stress or low liquidity, spreads may widen significantly and orders may be executed at prices materially different from quoted prices (slippage).
Your trading account is held with a third-party broker. WealthGrid is not the custodian of your funds. You are subject to the financial stability, regulatory compliance, and operational reliability of the broker. Broker insolvency or failure could result in loss of some or all of your funds. Your account may not be covered by SIPC or FDIC insurance.
Funds in your WealthStream trading account are NOT insured by the Federal Deposit Insurance Corporation (FDIC), the Securities Investor Protection Corporation (SIPC), or any other government or private insurance scheme. There is NO guarantee of the preservation of principal.
Platform outages, internet disruptions, data feed failures, software errors, or cyberattacks may prevent you from accessing your account or result in erroneous trade execution. WealthGrid is not liable for losses resulting from technology failures outside our reasonable control.
Changes in laws, regulations, or regulatory interpretations may materially affect the services WealthGrid provides, the availability of certain financial instruments, or the viability of certain trading strategies. We may be required to modify or discontinue services without advance notice.
WealthGrid charges performance fees based on trading profits. This creates a financial incentive for WealthGrid to take on risk in pursuit of higher returns. We manage this conflict through documented risk management protocols, loss limits, and oversight procedures.
Certain aspects of the WealthStream service may be available only to accredited investors as defined under SEC Regulation D. If you have represented yourself as an accredited investor, you understand that this is a self-certification and WealthGrid relies on this representation.
BY ACCEPTING THIS RISK DISCLOSURE STATEMENT, I CONFIRM THAT: (a) I have read and understood all risks described herein; (b) I acknowledge that trading involves the risk of substantial loss, up to and including 100% of invested capital; (c) I am participating voluntarily and understand these risks are inherent to financial markets; (d) I will only invest funds I can afford to lose entirely; (e) I have not been guaranteed any specific return on investment; and (f) past performance of WealthGrid's trading team is not a guarantee of future results.
Questions about this disclosure: legal@wealthgrid.ai · WealthGrid Management LLC