Important Investor Information about Working with Green Pier

In compliance with U.S. Securities and Exchange Commission requirements, Green Pier Fintech LLC (Green Pier) is providing you with the following documents that describe the accounts and services that Green Pier offers. Access to this page and the documents below do not create or modify any agreement, relationship, or obligation between you and Green Pier. Please consult your account agreement for the terms and conditions that govern your relationship with us.

If you have questions about your relationship with Green Pier, please consult your account statement or Green Pier customer service. If you work with an Advisor, please contact your Advisor with any questions.

Disclosures and Notices

• Customer Identification Program (CIP) Notice
• Customer Relationship Summary (Form CRS)
• Electronic Funds Transfer Disclosure
• Fee Schedule
• IRS Form W-4R (Withholding Certificate for Certain Retirement Payments & Rollover Distributions)
• Privacy Notice
• Privacy Policy
• Products, Services and Conflicts of Interest
• Recurring Deposit and Withdrawal Agreements
• Statement of Business Resiliency
• Terms of Use

Customer Agreements and Supplements

• Brokerage Account Customer Agreement
• Advisor Authorization Agreement Supplement
• Core Position Disclosure
• Electronic Delivery Agreement
• Retirement Account Terms and Conditions
• Roth IRA Custodial Agreement & Disclosure Statement
• Retirement Account Important Information
• Traditional IRA Custodial Agreement & Disclosure Agreement

Statement of Financial Condition and Rule 606 Disclosure

• Audited Statement of Financial Condition (March 31, 2026)
• SEC Rule 606 Disclosure
• Unaudited Statement of Financial Condition (June 30, 2025)