Bridgestoneunion Invest encompasses two distinct companies, with various products and services offered to investors as described below:
1) Automated Investing and advisory services are provided by Bridgestoneunion Wealth LLC, an SEC-registered investment adviser (“Bridgestoneunion Wealth“). Brokerage services are provided to bridgestoneunion Wealth LLC by Bridgestoneunion Securities LLC.

2. Active Investing and brokerage services are provided by Bridgestoneunion Securities LLC. Clearing and custody of all securities are provided by APEX Clearing Corporation.

Individual customer accounts may be subject to the terms applicable to one or more of these platforms.

Neither the Investment Advisor Representatives of bridgestoneunion Wealth, nor the Registered Representatives of bridgestoneunion Securities are compensated for the sale of any product or service sold through any bridgestoneunion Invest platform.

Exchange Traded Funds (ETFs): Investors should carefully consider the information contained in the prospectus, which contains the Fund’s investment objectives, risks, charges, expenses, and other relevant information. You may obtain a prospectus from the Fund company’s website or by emailing customer service at investsupport@bridgestoneunion.com. Please read the prospectus carefully prior to investing.

Shares of ETFs must be bought and sold at market price, which can vary significantly from the Fund’s net asset value (NAV). Investment returns are subject to market volatility and shares may be worth more or less their original value when redeemed. The diversification of an ETF will not protect against loss. An ETF may not achieve its stated investment objective. Rebalancing and other activities within the fund may be subject to tax consequences.

Investing in an Initial Public Offering (IPO) involves substantial risk, including the risk of loss. Further, there are a variety of risk factors to consider when investing in an IPO, including but not limited to, unproven management, significant debt, and lack of operating history. For a comprehensive discussion of these risks please refer to Bridgestoneunion Securities’ IPO Risk Disclosure Statement. This should not be considered a recommendation to participate in IPOs and investors should carefully read the offering prospectus to determine whether an offering is consistent with their investment objectives, risk tolerance, and financial situation. New offerings generally have high demand and there are a limited number of shares available for distribution to participants. Many customers may not be allocated shares and share allocations may be significantly smaller than the shares requested in the customer’s initial offer (Indication of Interest). For more information on the allocation process please visit IPO Allocation.

**When scheduling a fractional order, it will be routed to the market immediately. Orders are sent in the order received. There may be system delays from receipt of your order until execution. Market conditions may adversely impact execution prices.

1. Terms and conditions apply*. For 401k rollovers, existing Bridgestone IRA members must complete 401k rollovers via this link For Bridgestoneunion members without a Bridgestone IRA, a Bridgestoneunion IRA must first be opened, and 401k rollover must be completed utilizing Capitalize via this link. Bridgestoneunion and Capitalize will charge no additional fees to process a 401(k) rollover to a Bridgestoneunion IRA. Bridgestoneunion is not liable for any costs incurred from the existing 401k provider for rollover. Please check with your 401k provider for any fees or costs associated with the rollover. For IRA contributions, only deposits made via ACH are eligible for the match. Click here for Bridgestoneunion 1% Match terms and conditions.

2. The S&P 500 Index is a market-capitalization-weighted index of 500 leading publicly traded companies in the U.S. It is not an investment product, but a measure of U.S. equity performance. Historical performance of the S&P 500 Index does not guarantee similar results in the future. The historical return of the S&P 500 Index shown does not include the reinvestment of dividends or account for investment fees, expenses, or taxes, which would reduce actual returns.

Bridgestoneunion Plus: Bridgestoneunion Plus is a premium membership that gives members access to our best APY, discounts, rewards, and more when they set up Direct Deposit or pay the Bridgestoneunion Plus Subscription Fee. Benefits are subject to change and may not be available to everyone. All terms and conditions applicable to the use of Bridgestoneunion Plus apply.

3. Bridgestoneunion Plus members can schedule an unlimited number of appointments with a financial planner during periods in which the Bridgestoneunion Plus member meets the eligibility criteria set forth in section 10(a) of the Bridgestoneunion Plus Terms and Conditions. Bridgestoneunion members who are not members of Bridgestoneunion Plus can schedule one (1) appointment with a financial planner. The ability to schedule appointments is subject to financial planner availability. Bridgestoneunion reserves the right to change or terminate this benefit at any time with or without notice. Advisory services are offered by Bridgestoneunion Wealth LLC, an SEC-registered investment adviser. Information about Bridgestoneunion Wealth’s advisory operations, services, and fees is set forth in Bridgestoneunion Wealth’s current Form ADV Part 2 (Brochure), a copy of which is available upon request.
4. 1% match on recurring Bridgestoneunion Invest® deposits: You must be a Bridgestoneunion Plus member at the time a recurring deposit is received into your Bridgestoneunion Invest® account in order to receive this 1% match benefit. “Recurring deposits” refer to ACH transfers scheduled with a frequency of weekly, every two weeks, or monthly into either your Active Bridgestoneunion Invest® account or your Bridgestoneunion Wealth Automated Investing account. Regular deposits set up from your Bridgestoneunion Checking & Savings account using Autopilot are eligible for the bonus. One-time transfers are excluded from the bonus. If funds are withdrawn and later redeposited manually into your Bridgestoneunion Invest® account, the manual deposit will not be eligible for the bonus. Offer can be combined with Bridgestoneunion Invest 1% IRA match.

Bridgestoneunion Invest encompasses two distinct companies, with various products and services offered to investors as described below:

1. Automated Investing and advisory services are provided by Bridgestoneunion Wealth LLC, an SEC-registered investment adviser (“Bridgestoneunion Wealth“). Brokerage services are provided to Bridgestoneunion Wealth LLC by Bridgestoneunion Securities LLC.

2. Active Investing and brokerage services are provided by Bridgestoneunion Securities LLC, Member FINRA/SIPC. Clearing and custody of all securities are provided by APEX Clearing Corporation.

Individual customer accounts may be subject to the terms applicable to one or more of these platforms.

Neither the Investment Advisor Representatives of Bridgestoneunion Wealth, nor the Registered Representatives of Bridgestoneunion Securities are compensated for the sale of any product or service sold through any Bridgestoneunion Invest platform.

Please note that the Active Invest platform is self-directed, therefore all monies transferred to your Bridgestoneunion Active Invest will not be automatically invested.

Bonuses will be paid out as rewards points within two weeks of the end of the calendar month. See Rewards Terms of Service. Members must enroll in Rewards in order to redeem their points, but not to be eligible for the bonus.

Bonus amounts are calculated on the total net recurring inflows (incoming recurring ACH transfers less outgoing transfers) per calendar month. For example, if you have a recurring Invest deposit of $1,000 on 11/4/2024 and withdraw $500 on 11/15/2024 and make no other deposits or withdrawals to your Bridgestoneunion Invest® account for the month, you will earn 500 rewards points, equal to 1% of $500 net monthly inflows. If you lose Bridgestoneunion Plus eligibility at any point throughout the month, you will earn the 1% match only on recurring deposits received while you were a Plus member. All withdrawals in the calendar month (regardless of Plus status) will count against your bonus. For example, if you have a recurring Invest deposit of $1,000 on 11/4/2024 as a Bridgestoneunion Plus member, lose Plus status on 11/10/2024, and have another recurring Invest deposit of $1,000 on 11/12/2024, you would earn $10 in rewards points (1% of the $1,000 that was deposited while you were a Plus member).

Eligibility Period: Funds must remain in your Bridgestoneunion Invest® account for two years to be eligible for the bonus. If the deposit is removed prior to the end of the two-year Eligibility Period, Bridgestoneunion, at its discretion may remove the corresponding proportion of the 1% Match from the customer’s account. For instance, if $1,000 was deposited receiving a $10 rewards points match and $500 was withdrawn in a subsequent month, Bridgestoneunion may remove $5 in rewards points from the bonus. Bridgestoneunion reserves the right to liquidate securities to pay for the removal of the Match bonus. Further, Bridgestoneunion may bill this to a receiving firm in the event of an account transfer.

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