Invo
Legal
Documents
Invo Membership
Member Referral Program ↗
Information about our Member Referral Program benefits.
Invo Banking
ACH Authorization ↗
This authorizes Invo to link to external bank accounts to facilitate moving funds.
our US-based partner bank Privacy Notice ↗
Important information about how our sponsor bank, our US-based partner bank, Member
FDIC, collects, shares, and protects your personal information.
Invo Privacy Notice ↗
Important information about how Invo Tech Inc. collects, shares, and protects your personal information.
Invo $250 Direct Deposit Bonus Promotion ↗
These are the terms and conditions for the $250 Direct Deposit Bonus
Promotion.
Invo Deposit Account Agreement ↗
These are the terms you agree to when opening a Invo Cash Account or Invo
Savings Account.
Invo Secured Charge Card Agreement ↗
These are the terms you agree to when opening a Invo Card.
Invo Card Rewards Program Terms and Conditions ↗
These are the terms and conditions under which the Invo Card Rewards
program operates under.
Income Split Terms and Conditions ↗
These are the terms of the Income Split feature associated with Invo
deposit accounts.
Invo Guidance
Invo Inc Form ADV Part 2 Brochure ↗
This is a narrative description of Invo’s investment advisory firm, including details about our products and services.
Form CRS Client Relationship Summary ↗
This is a summary of our investment services, features, fees, and costs, as well as helpful conversation starters.
IM Client Agreement ↗
These are the terms you accept to open and maintain Invo investment management accounts and related services.
APEX Custodial Agreement ↗
These are the terms, rights, and policies associated with your investment management accounts held at Invo’s custodial partner, Apex Clearing.
General
Invo Terms of Service ↗
These are the general terms of service, setting out the rules and guidelines for using our site and membership details.
Invo Membership Agreement ↗
These are the terms and conditions that apply to your access to and use of our technology platform, financial products, and services.
Privacy Policy ↗
How Invo Tech Inc. handles your personal information and details on your privacy rights and responsibilities.
Invo E-Sign Agreement ↗
This outlines the requirement for electronic consent, and your rights and protections regarding electronic communications.
“Invo” refers to Invo Tech Inc. and its wholly-owned, affiliated, and separately managed subsidiaries, Invo Tech Inc. and Invo Tech Inc., an SEC-registered investment adviser. To learn more about Invo Tech Inc. please view its Form ADV Part 2 and Form CRS available at www.adviserinfo.sec.gov. Registration with the SEC does not imply any level of skill or training. This information is provided by Invo for educational and illustrative purposes only and is not considered an offer, solicitation of an offer, advice, or recommendation to buy, sell, or hold any security. All investing involves risk, including the risk of losing the money you invest and past performance does not guarantee future performance. Only members of Invo have access to products and services across the Invo affiliates and subsidiaries.
Investment products and services provided by Invo Tech Inc. are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE.
Invo is a financial technology company, not a bank. Deposit accounts provided by our US-based partner bank (an FDIC member). The Invo Card is issued by our US-based partner bank pursuant to license by Mastercard International Incorporated.
Funds in your Invo deposit account(s) are held at our US-based partner bank (an FDIC member) and are eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. Invo Tech Inc. is not an FDIC-insured bank and FDIC insurance only covers the failure of our US-based partner bank. Invo Financial, LLC, must satisfy certain conditions for pass-through deposit insurance coverage to apply.