Terms and conditions

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Terms and Conditions


Terms and conditions are the legal framework that governs the relationship between a brokerage firm and its clients. EquiWealth is a brokerage firm that is committed to transparency and fairness in its dealings with clients. In this essay, we will discuss the terms and conditions that EquiWealth has in place to ensure that its clients are fully informed and protected.

Account Opening

To open an account with EquiWealth, clients must complete an account application and provide the necessary information and documentation. The firm reserves the right to reject any application for any reason.

Investment Objective and Risk Tolerance

Clients must provide their investment objective and risk tolerance at the time of account opening. The firm uses this information to recommend investments that are in line with clients' investment goals and risk profile.

Trading Authorization

Clients can authorize the firm to make trades on their behalf. Clients are responsible for any losses that may result from trades made on their behalf, and the firm is not responsible for any investment losses that may result from clients' decisions.

Account Statements

The firm provides clients with periodic account statements that show their account balance, transactions, and investment holdings. Clients should review these statements carefully and notify the firm of any discrepancies or errors.

Fees and Charges

Clients are responsible for paying all fees and charges associated with their account. The firm may charge fees for services such as account maintenance, trade execution, and investment advisory services. Clients should review the firm's fee schedule carefully and contact the firm if they have any questions.

Margin Accounts

Clients can open margin accounts that allow them to borrow money to make investments. Clients should be aware that margin accounts involve a higher degree of risk and are subject to margin calls, which require clients to deposit additional funds or securities to cover losses.

Short Sales

Clients can engage in short selling, which involves selling securities that the client does not own in the hopes of buying them back at a lower price. Short selling involves a higher degree of risk and is subject to margin calls, which require clients to deposit additional funds or securities to cover losses.

Order Execution

The firm uses a variety of order execution methods to execute trades on behalf of clients. These methods include market orders, limit orders, and stop orders. The firm strives to obtain the best execution prices for clients but cannot guarantee that clients will receive the best prices available in the market.

Electronic Trading

The firm provides clients with electronic trading platforms that allow them to make trades online. Clients should be aware that electronic trading involves certain risks, including system outages, connectivity issues, and delays in order execution.

Termination of Account

Clients can terminate their account with the firm at any time by providing written notice. The firm reserves the right to terminate accounts for any reason, including non-payment of fees, violation of the firm's policies and procedures, and breach of applicable laws and regulations.


Clients agree to indemnify and hold the firm harmless from any and all claims, liabilities, damages, and expenses arising from their use of the firm's services, including but not limited to any investment losses.

Limitation of Liability

The firm is not liable for any investment losses that may result from clients' decisions. Clients acknowledge that investing involves a high degree of risk and that they are solely responsible for their investment decisions.

Governing Law and Jurisdiction

These terms and conditions are governed by the laws of the jurisdiction in which the firm is located. Any disputes arising from these terms and conditions

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