Steady Start

By enrolling in the SteadyStart plan:

• I acknowledge that I have read, understand and acknowledge the information provided in the Important Information about Electronic Funds Transfer (EFT) document.
• I hereby authorize Digital Brokerage Services LLC (DBS) in accordance with the instructions provided above to secure payments of amounts to be invested by me, by initiating debit entries to the BANK or other financial institution account and DBS brokerage account indicated above.
• I authorize and request the BANK or other financial institution indicated on this request to accept such entries from DBS, and to debit, as indicated, my account at that BANK or other financial institution in accordance with these entries.
• I hereby authorize DBS to execute orders also in accordance with the instructions provided above.
• I hereby agree that DBS will not be liable for any loss, liability, cost, or expense for acting upon all such instructions.
• I understand the “SteadyStart plan” consists of a recurring transfer plan from my bank account to my DBS brokerage account AND a subsequent recurring investment plan.
• I understand that one business day before the scheduled investment date, DBS will attempt to transfer cash from my linked bank account to my DBS brokerage account to fund the recurring investment. If DBS is unable to process the Electronic Funds Transfer request to the BANK, the transfer will be skipped, and the associated plan will not be canceled and DBS will attempt to transfer cash from my linked bank account the following week.
• I understand if the cash buying power needed for the automatic investment is not available in my core position, the scheduled purchase will be skipped. If funds are not available and the purchase is skipped, the associated plan will not be canceled.
• I understand that recurring investments for stocks and Exchange Traded Funds (ETFs) will be placed as market orders on the planned investment date. If the investment date falls on a weekend, holiday, or beyond the end of the month (29th, 30th, or 31st), my purchase will occur on the next business day. DBS will handle my reoccurring orders under a recurring investment plan on a best effort basis subject to market conditions and business interruptions and will not be responsible for any failure to place an order or obtain an execution on any applicable date or at any specific time.
• I acknowledge this authorization may only be revoked by canceling the SteadyStart plan within the Plynk app or emailing DBS with a request to delete such, in such time and manner as to afford DBS a reasonable opportunity to act upon it. The SteadyStart plan may be edited no later than two business days before the scheduled transaction date.
• I understand that stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. As prices for stocks and ETFs fluctuate over time, recurring investments require ongoing monitoring by me. Investing in stock involves risks, including the loss of principal.