Hapi

Find out about all conditions and taxes related to Hapi

Disclosures

Download your documents and reports in Hapi - Get information about your investments

Download documents and reports

Taxes in Hapi - Everything you need to know about your tax obligations

About taxes

Withholding on Publicly Traded Partnerships (PTPs)

Form 1042-S and Tax Reporting in Hapi

Terms and Conditions – Hapi Day: 0% Commission on Deposits

Privacy Policy

Marketing Messaging Consent

Termos e Condições – Programa de Incentivos Hapi x Airtm

Terms and Conditions of the Portfolio Transfer Promotion to Hapi

Terms and Conditions – “Andres Garza 0% Deposit Fee Promotion”

Terms and Conditions – "Hapi Survey" Campaign

Terms and Conditions – Flash Referral Campaign in Mexico

Terms and Conditions – “0% Deposit Fee – 24hrs” Promotion

Terms and Conditions – 0% Deposit Fee Campaign Chile

Terms and Conditions – 0% Deposit Fee Campaign Mexico

Terms and Conditions – Flash Referral Campaign in Guatemala

Key Terms & Conditions for Hapi Portfolios Beta Testers

Terms & Conditions — “0% Deposit Fee” via Cashback (weekly cohort)

Terms and Conditions – Hapi Rally: Weekly Referral Campaign

Terms and Conditions – Cashback for Deposit Reminders (Goals 2026)

Terms and Conditions — No-Deposit User Survey Giveaway

Terms and Conditions — Invited Investors Survey Raffle

Terms and Conditions – “La Otra Mitad – Hapi Quest” Campaign

Terms and Conditions – “Hapi Friday” Campaign

Terms and Conditions – Flash Campaign: First Deposit Fee Cashback

Terms and Conditions – “Hapi Friday” Campaign 01/30

Terms and Conditions – “60K Hapi Prime” Campaign

Terms and Conditions – “Galentine’s Trade” Campaign

Terms and Conditions – “24 Hours – Deposit Commission Cashback (up to $5 USD)” Campaign

Terms and Conditions – “24 Hours – Direct Deposit Incentive ($3 USD)” Campaign

Terms and Conditions - 24 Hours - Deposit-Conditional Promotional Credit ($3 USD) Campaign

TERMS AND CONDITIONS — PROMOTIONAL CAMPAIGN: “READY IS A MYTH”

Terms and Conditions – “Hapi Friday” Campaign (03/27)

Terms and Conditions – Referral Campaign: 3 Months of Hapi Prime

Terms and Conditions – "Hapi Weekend" Campaign

Terms and Conditions – Promotional Campaign: "Es Un Millón"

Withdrawals and account security

Documents and Taxes

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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