Invest Account, Safety Features and Other Products & Services

Last Updated March 29, 2024

Safety Features Terms & Conditions (Infinity Plan)

End User License Agreement for Rapid SOS

Terms & Conditions for Other Products & Services

Assurant Guide to Protection Benefits

Greenlight Gift Terms & Conditions

SMS Terms and Conditions

*Greenlight Core and Greenlight + Invest families can earn monthly rewards of 1% per annum, Greenlight Max families can earn 2% per annum, and Greenlight Infinity families can earn 5% per annum on an average daily savings balance of up to $5,000 per family. Only Greenlight Max and Infinity families can earn 1% cash back on spending monthly. To qualify, the Primary Account must be in Good Standing and have a verified ACH funding account. See Greenlight Terms of Service for details. Subject to change at any time.

****Provided by Virginia Surety Company, Inc., cell phone protection is not available to residents of New York.

¹Greenlight is a financial technology company, not a bank. The Greenlight app facilitates banking services through Community Federal Savings Bank (CFSB), Member FDIC.

††Requires mobile data or a WiFi connection, and access to sensory and motion data from cell phone to utilize safety features including family location sharing and driving alerts and reports. Messaging and data rates and other terms may apply.

The Greenlight Family Cash Card is issued by First National Bank of Omaha (FNBO®)pursuant to license by Mastercard International.

Invest Account, Safety Features and Other Products & Services

Last Updated March 29, 2024

Greenlight Investment Advisors, LLC Terms & Conditions (Invest Accounts)

Greenlight Investment Advisors Terms of Service for Invest Account Services

Greenlight Investment Advisors Investment Advisory Agreement

Greenlight Investment Advisors Form ADV Part 1

Greenlight Investment Advisors ADV Part 2 (Wrap Fee Brochure)

Greenlight Investment Advisors Customer Relationship Summary (Form CRS)

Greenlight Investment Advisors Form CRS Responses to "Conversation Starters"

Morningstar Disclosures

DriveWealth Cash Management Program Disclosure Statement – Bank Sweep

DriveWealth General Customer Disclosures [Full List]

DriveWealth Customer Account Agreement

DriveWealth Disclosures and Disclaimers

DriveWealth Privacy Policy

DriveWealth Rule 14b-1(c) Disclosure