Hapi

<b>By using Hapi, you agree to the following terms &amp; disclosures:</b>

<a href="https://help.hapi.trade/es/articles/11800436-politica-de-privacidad">Privacy Policy</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/annual-disclosure-december-2019.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Annual Disclosure Statement</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/apex-customer-information-brochure-2019.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex Clearing Brochure</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/apex-customer-account-agreement.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Customer Agreement</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/apex-2020-financial-statements-sofc-public.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Audited Statement of Financial Condition</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/customer-identification-notice.pdf" rel="nofollow noopener noreferrer" target="_blank">Customer Identification Notice</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/customer-agreement.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Customer Agreement</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/continuity-plan.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Corp Business Continuity Plan Summary</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/hapi-fees-schedule.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Corp. Fee Schedule</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/form-CRS.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Securities - Form CRS</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/Conversation+Starters+June+2024.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Securities - Conversation Starters</a>

- <a href="https://help.hapi.trade/es/articles/11800436-politica-de-privacidad">Privacy Policy</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/annual-disclosure-december-2019.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Annual Disclosure Statement</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/apex-customer-information-brochure-2019.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex Clearing Brochure</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/apex-customer-account-agreement.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Customer Agreement</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/apex-2020-financial-statements-sofc-public.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Audited Statement of Financial Condition</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/customer-identification-notice.pdf" rel="nofollow noopener noreferrer" target="_blank">Customer Identification Notice</a>
- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/customer-agreement.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Customer Agreement</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/continuity-plan.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Corp Business Continuity Plan Summary</a>
- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/hapi-fees-schedule.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Corp. Fee Schedule</a>
- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/form-CRS.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Securities - Form CRS</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/Conversation+Starters+June+2024.pdf" rel="nofollow noopener noreferrer" target="_blank">Hapi Securities - Conversation Starters</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/low-priced-security-disclosure.pdf" rel="nofollow noopener noreferrer" target="_blank">Low Priced Securities Disclosure</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/Margin-documents/Apex-Margin-Risk-Disclosure-Statement-01-16-2025.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Day Trading Risk Disclosure</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/extended-hours-disclosure.pdf" rel="nofollow noopener noreferrer" target="_blank">Extended Hours Trading Disclosure</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/ETF-disclosure.pdf" rel="nofollow noopener noreferrer" target="_blank">ETF Disclosure</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/SECETFBulletin.pdf" rel="nofollow noopener noreferrer" target="_blank">SEC ETF Bulletin</a>

<a href="http://public.s3.com/rule606/apex/" rel="nofollow noopener noreferrer" target="_blank">Routing and CAT Reporting Disclosure</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/portfolios-disclosures.pdf" rel="nofollow noopener noreferrer" target="_blank">Portfolio Disclosures</a>

- <a href="https://hapi-public-documents.s3.amazonaws.com/low-priced-security-disclosure.pdf" rel="nofollow noopener noreferrer" target="_blank">Low Priced Securities Disclosure</a>
- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/Margin-documents/Apex-Margin-Risk-Disclosure-Statement-01-16-2025.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Day Trading Risk Disclosure</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/extended-hours-disclosure.pdf" rel="nofollow noopener noreferrer" target="_blank">Extended Hours Trading Disclosure</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/ETF-disclosure.pdf" rel="nofollow noopener noreferrer" target="_blank">ETF Disclosure</a>
- <a href="https://hapi-public-documents.s3.amazonaws.com/SECETFBulletin.pdf" rel="nofollow noopener noreferrer" target="_blank">SEC ETF Bulletin</a>
- <a href="http://public.s3.com/rule606/apex/" rel="nofollow noopener noreferrer" target="_blank">Routing and CAT Reporting Disclosure</a>
- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/portfolios-disclosures.pdf" rel="nofollow noopener noreferrer" target="_blank">Portfolio Disclosures</a>

<a href="https://hapi-public-documents.s3.amazonaws.com/master-securities-lending-agreement.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Master Securities Lending Agreement</a>

<a href="https://live-apexv2-import.pantheonsite.io/wp-content/uploads/2023/11/FPSL-Risk-Disclosure_April-2023.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Securities Lending Program Risk Disclosures</a>

<a href="https://live-apexv2-import.pantheonsite.io/wp-content/uploads/2023/11/Apex_WTNA_Trust_Agreement_April2021.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Securities Lending Trust Agreement</a>

<a href="https://live-apexv2-import.pantheonsite.io/wp-content/uploads/2023/11/Disclosure-Fully-Paid-Securities-Lending-Program.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Fully Paid Securities Lending Program Disclosure</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/Margin-documents/Apex-Margin-Risk-Disclosure-Statement-01-16-2025.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Margin Risk Disclosure</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/Margin-documents/PF10097-Margin-and-short-agreement.pdf" rel="nofollow noopener noreferrer" target="_blank">Customer Margin and Short Account Agreement</a>

- <a href="https://hapi-public-documents.s3.amazonaws.com/master-securities-lending-agreement.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Master Securities Lending Agreement</a>
- <a href="https://live-apexv2-import.pantheonsite.io/wp-content/uploads/2023/11/FPSL-Risk-Disclosure_April-2023.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Securities Lending Program Risk Disclosures</a>
- <a href="https://live-apexv2-import.pantheonsite.io/wp-content/uploads/2023/11/Apex_WTNA_Trust_Agreement_April2021.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Securities Lending Trust Agreement</a>
- <a href="https://live-apexv2-import.pantheonsite.io/wp-content/uploads/2023/11/Disclosure-Fully-Paid-Securities-Lending-Program.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Fully Paid Securities Lending Program Disclosure</a>
- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/Margin-documents/Apex-Margin-Risk-Disclosure-Statement-01-16-2025.pdf" rel="nofollow noopener noreferrer" target="_blank">Apex - Margin Risk Disclosure</a>
- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/Margin-documents/PF10097-Margin-and-short-agreement.pdf" rel="nofollow noopener noreferrer" target="_blank">Customer Margin and Short Account Agreement</a>

<a href="https://bakkt.com/privacy-policy" rel="nofollow noopener noreferrer" target="_blank">Bakkt Crypto - Privacy Policy</a>

<a href="https://bakkt.com/disclosures" rel="nofollow noopener noreferrer" target="_blank">Bakkt Crypto - Risk Disclosures</a>

<a href="https://bakkt.com/disclosures" rel="nofollow noopener noreferrer" target="_blank">Bakkt Crypto</a> - <a href="https://bakkt.com/user-agreement-hapi" rel="nofollow noopener noreferrer" target="_blank">Customer Agreement</a>

- <a href="https://bakkt.com/privacy-policy" rel="nofollow noopener noreferrer" target="_blank">Bakkt Crypto - Privacy Policy</a>
- <a href="https://bakkt.com/disclosures" rel="nofollow noopener noreferrer" target="_blank">Bakkt Crypto - Risk Disclosures</a>
- <a href="https://bakkt.com/disclosures" rel="nofollow noopener noreferrer" target="_blank">Bakkt Crypto</a> - <a href="https://bakkt.com/user-agreement-hapi" rel="nofollow noopener noreferrer" target="_blank">Customer Agreement</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/occ-options-disclosure-document.pdf" rel="nofollow noopener noreferrer" target="_blank">OCC Options Disclosure Document</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/options-agreement-apex-hapi.pdf" rel="nofollow noopener noreferrer" target="_blank">Options Customer Agreement</a>

- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/occ-options-disclosure-document.pdf" rel="nofollow noopener noreferrer" target="_blank">OCC Options Disclosure Document</a>
- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/options-agreement-apex-hapi.pdf" rel="nofollow noopener noreferrer" target="_blank">Options Customer Agreement</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/acat-promotional-offer-disclosures.pdf" rel="nofollow noopener noreferrer" target="_blank">ACAT Promotional Offer Disclosures</a>

<a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/social_media_disclosures.pdf" rel="nofollow noopener noreferrer" target="_blank">Social Media Disclosures</a>

<a href="https://help.hapi.trade/es/articles/11826588-marketing-messaging-consent">Marketing Messaging Consent</a>

- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/acat-promotional-offer-disclosures.pdf" rel="nofollow noopener noreferrer" target="_blank">ACAT Promotional Offer Disclosures</a>
- <a href="https://hapi-public-documents.s3.us-east-1.amazonaws.com/social_media_disclosures.pdf" rel="nofollow noopener noreferrer" target="_blank">Social Media Disclosures</a>
- <a href="https://help.hapi.trade/es/articles/11826588-marketing-messaging-consent">Marketing Messaging Consent</a>

You can contact our support team <a href="https://app.hapi.trade/help" rel="nofollow noopener noreferrer" target="_blank">here</a>. We're here to help!

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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Disclosures

By using Hapi, you agree to the following terms & disclosures:

General

Trading

Margin and Securities Lending

Crypto

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Marketing