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Legal

Customer Relationship Summary

Finhabits ADV Part 2

Finhabits Program Agreement

Acuerdo del Programa de Finhabits

Finhabits Referral Agreement

Programa de Referidos de Finhabits

Finhabits Insurance

Apex Annual Disclosure Agreement

Apex Customer Agreement

Apex ROTH IRA Custodial Agreement

Apex Traditional IRA Custodial Agreement

Apex Safety of Customer Assets

Apex Statement of Financial Condition

Finhabits Promotion Terms

Promociones de Finhabits

1-800-492-1175
support@finhabits.com
Finhabits is the bilingual financial wellness platform by Latinos for Latinos that helps you build, grow and protect your wealth.
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Finhabits is the bilingual financial wellness platform by Latinos for Latinos that helps you build, grow and protect your wealth.

INVEST

  • Investment Account
  • Traditional & Roth IRA
  • Rollover IRA
  • Compound Interest Calculator

PLAN

  • Financial Planning

ABOUT

  • Privacy Policy
  • Terms And Conditions
  • Legal
  • Help Center Finhabits
InstagramYoutubeFacebook-f

PROTECT

  • Auto Insurance
  • Home Insurance

LEARN

  • Blog
  • Latino Investment Report

Investment advisory services offered through Finhabits Advisors LLC (“Finhabits”), an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Featured individuals are actors or paid spokespeople and not clients of Finhabits unless otherwise noted. Any testimonial of advisory services is representative of the client’s view at the time it was collected. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC. Securities in your account are protected up to $500,000. See SIPC.org for more details. By using this service, you hereby consent to our Terms of Use and Privacy Policy. A person shall only become a client of Finhabits when he or she has signed the advisory agreement and acknowledged receiving all disclosures from Finhabits. Exchange Traded Funds are provided by Vanguard and iShares, registered trademarks of The Vanguard Group Inc. and BlackRock Inc.
​
Insurance services offered through Finhabits Insurance Services LLC, a licensed producer in certain states. California License 6001946. Go to licenses for more details. All information herein as well as any communication on social media is neither an offer to sell insurance nor an advertisement of insurance in any place except states with licenses. Finhabits Advisors LLC is not a fiduciary to insurance products or services.

Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.

Apple App Store ratings are based on user feedback submitted in accordance with the Apple App Store’s applicable terms of use and are subject to change. The Apple App Store does not use questionnaires or surveys, and ratings are not designed to produce any predetermined result. Users may submit ratings and written feedback based on their experience with the Finhabits app, which may or may not reflect their experience with investment advisory products or services provided by Finhabits Advisers. Reported ratings are as of August 13, 2025. Ratings are independently compiled by Apple Inc., which receives compensation for hosting our app but not for collecting or compiling reported ratings.

Copyright © 2025 Finhabits Inc. All rights reserved.

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Understanding Your Legal Documents

Legal documents are essential for clarifying the terms and conditions of your relationship with Finhabits. They outline your rights, responsibilities, and the services provided, ensuring transparency and trust between you and the platform.

For instance, the Customer Relationship Summary provides an overview of the advisory services you will receive, while the ADV Part 2 details the fees and potential conflicts of interest. Familiarizing yourself with these documents can help you make informed financial decisions.

Key Legal Agreements with Finhabits

Finhabits offers several key legal agreements that govern your use of its services, each designed to protect both the user and the company. These agreements lay out the specifics of your financial engagement, ensuring that both parties understand their obligations.

Among these, the Finhabits Program Agreement details the terms of your participation in their financial wellness programs, while the Referral Agreement outlines the incentives for referring new users. Understanding these agreements is crucial for maximizing your benefits from the platform.

Bilingual Legal Resources

Finhabits recognizes the importance of accessibility, offering legal documents in both English and Spanish. This bilingual approach ensures that all users, regardless of their preferred language, can comprehend their legal rights and responsibilities.

By providing resources like the Acuerdo del Programa de Finhabits, Finhabits caters to a diverse audience, promoting inclusivity in financial wellness. This commitment to accessibility helps users feel more confident in navigating their financial journeys.

Contacting Finhabits for Legal Inquiries

If you have questions or need clarification regarding any legal documents, Finhabits encourages you to reach out. Their dedicated support team is available to assist users with any legal inquiries related to their services.

You can contact Finhabits at 1-800-492-1175 or via email at support@finhabits.com. Prompt communication ensures that any concerns you have about your agreements or financial documents are addressed, enhancing your overall experience with the platform.