Frequently asked questions
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Optionality allows instant deposits of up to $200 per deposit.
Optionality needs to run our users SSN to perform a background check, as per the FINRA requirements for each broker/dealer. Optionality does not store SSN’s or other sensitive PII.
Broker-Dealers are, by law, required to collect some pieces of personal information to verify identity, and satisfy industry anti-money laundering, suitability, and record-keeping requirements.
Please refer to our Disclosures section for more in depth information on data security and privacy.
There are currently no deposit limits on Optionality.
Optionality Securities LLC is a wholly owned subsidiary of Optionality Inc. Trading is offered through Optionality Securities LLC, member of FINRA and SIPC.
Optionality offers securities through Optionality Securities LLC., member Securities Investor Protection Corporation (SIPC). Funds are available to meet customer claims up $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, please contact SIPC at (202) 371-8300 or visit www.sipc.org.
Options involve a high degree of risk and are not suitable for all investors as the risks inherent in options trading may expose investors to potentially significant losses. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.
Third-party information posted to the Optionality platform arising from the social community is not endorsed by Optionality and should not be construed as investment advice, an offer or solicitation to purchase or sell any financial instrument. Information provided by third parties is not warranted as to its completeness, timeliness or accuracy and is subject to change at any time, without notice. It is expected that users will vet third-party information themselves as to its accuracy and completeness. Optionality reserves the right, at its sole discretion, to delete or edit any third-party content posted within the platform. Any third-party content posted on the platform does not reflect the views of Optionality or any of their subsidiaries or affiliates. For additional questions, please contact our customer service department at email@example.com or call 877-952-4667.
Optionality pays for SEC and regulatory fees on your behalf. Please refer to our fee schedule for a complete listing of relevant charges.
Optionality is committed to making our platform accessible for everyone and meeting appropriate accessibility guidelines and standards. If you use assistive technology, such as a screen reader, eye-tracking device, voice recognition software, etc., and have difficulty accessing information on the Optionality platform, please contact us directly at firstname.lastname@example.org or 877-952-4667 so that we may assist you.
All investments involve risk and past performance of a security does not guarantee future results or returns. While diversification may help spread risk, it does not guarantee a profit or protect you against loss in a down market. There is always a potential to lose money when investing in securities, and investors need to fully consider their investment objectives prior to investing.
Securities are offered through Optionality Securities, LLC., a registered broker-dealer and member of FINRA and the Securities Investor Protection Corporation (SIPC). Funds are available to meet customer claims up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, please contact SIPC at +1 202 371-8300 or visit www.sipc.org. Our clearing firm, Apex, has purchased an additional insurance policy through a group of London Underwriters (with Lloyd’s of London Syndicates as the Lead Underwriter) to supplement SIPC protection. This additional insurance policy becomes available to customers in the event that SIPC limits are exhausted and provides protection for securities and cash up to an aggregate of $600 million. This is provided to pay amounts in addition to those returned in an SIPC liquidation. This additional insurance policy is limited to a combined return of $150 million to any customer from a Trustee, SIPC and London Underwriters, including cash of up to $2.15 million. Similar to SIPC protection, this additional insurance does not protect against a loss in the market value of securities.
System response, trade executions and account access may be affected by market conditions, system performance, quote delays and other factors. The risk of loss in electronic trading can be substantial. You should therefore consider whether such trading is suitable for you in light of your financial resources and circumstances.
Optionality Securities, LLC. is currently registered in the following jurisdictions. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Optionality makes no guarantee as to the currency, accuracy, or quality of information published and/or archived on this website, nor will Optionality accept any responsibility for other organizations, businesses, and private persons that provide information on this website. All information on this website regarding products and services provided by Optionality is subject to change without notice. Reasonable efforts are taken to ensure the accuracy and integrity of all information provided here, but Optionality is not responsible for misprints, out-of-date information, or errors. Optionality does not provide any financial or investment advice. Optionality does not recommend or endorse any investment instruments or trading strategy. The material on this website is provided for informational and educational purposes only and shall not in any manner be considered a recommendation or endorsement of any strategy or investment. Any investment decision and/or strategy that you make or utilize, whether or not such a decision or strategy derives from or relies upon material accessed or provided through this website, is done at your sole discretion and your own risk. Before making any investment decisions, please consult additional sources of information and/or your legal or tax advisor.
You can contact our team by emailing email@example.com, calling us at 877-952-4667.
If you have any questions regarding whether or not you qualify for an Optionality account, please reach out to firstname.lastname@example.org and we’ll be happy to assist.