Alinea: Automated Investing

Alinea helps you invest toward your goals. Our investment team constructs portfolios designed around
your objectives and risk tolerance, while Allie, our AI-powered assistant, provides educational insights to
help you understand your portfolio. Track performance, visualize your account, and access information to
support your decisions. All investing involves risk, including the possible loss of principal.

Key Features:
• Professionally Managed Portfolios: Constructed by Alinea's investment team based on your
stated goals and risk profile.
• AI-Powered Insights: Allie provides educational information about your portfolio's performance
and composition. Allie does not provide personalized investment advice or recommendations.
• Investing Playlists: Discover thematic investment collections. Playlists are provided for
informational purposes and are not recommendations.
• Daily Briefing: Financial news summaries relevant to your holdings. Content is for informational
purposes only.
• Goal Projections: Illustrate hypothetical outcomes based on assumptions you select.
Projections are hypothetical, do not reflect actual performance, and are not guarantees of future
results.

SECURITY AND PRIVACY:
At Alinea, we take the security and privacy of your information seriously. We use SSL and 256-bit
encryption to help protect your data. Bank accounts are linked through Plaid, a third-party account-linking
service also used by other financial applications. Plaid is not affiliated with Alinea, and its use by other
companies is not an endorsement of Alinea's advisory services.
Brokerage accounts are held at DriveWealth LLC, member FINRA/SIPC. DriveWealth is a member of the
Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up
to $500,000 (including $250,000 for claims for cash). SIPC protection covers the custody of your securities
and cash if the brokerage firm fails financially — it does not protect against a decline in the market value of
your securities. An explanatory brochure is available at www.sipc.org.sipc
You must be 18 or older to open an account. Alinea Invest is available only to U.S. residents who are U.S.
citizens, permanent residents, or holders of certain visa types.

DISCLAIMER:
Alinea Invest ("Alinea") is an investment adviser registered with the U.S. Securities and Exchange
Commission. Registration does not imply a certain level of skill or training. Alinea provides digital
investment advisory services, with access to human support, only to U.S. residents in jurisdictions where
it is registered or exempt from registration. Nothing on this website is an offer, solicitation of an offer, or
advice to buy or sell securities. All investing involves risk, including the possible loss of the money you
invest. Past performance does not guarantee future results. Any historical returns, expected returns, or
probability projections are hypothetical, are based on assumptions that may not occur, and may not