Electronic Records & Signatures Consent
Effective date: August 1, 2025
Effective: August 1, 2025 • Version: v1.0
Last reviewed by counsel: August 9, 2025
By using EMS‑X, you consent to receive disclosures, agreements, statements, tax documents, and other communications electronically. You may withdraw consent at any time, but doing so may affect your ability to use certain features.
Hardware & software requirements
A modern web browser, internet connection, and a device capable of accessing and retaining electronic records are required.
Updating your information
Keep your contact information current in your account settings.
Withdrawing consent
To withdraw consent, contact support. We will provide instructions for receiving paper copies where required, and process your request within a reasonable time.
Record retention
We retain records in accordance with applicable requirements (e.g., broker‑dealer partner retention where applicable).