Legal & Compliance Policies

Get the answers to all of your Avantax legal questions.

From privacy policies to terms of use and social media guidelines, this page allows you to get the answers to all of your Avantax legal questions. In addition to compliance guides, you can also find details, resources, disclosure statements and contact information for Avantax. The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Financial Professionals may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from Avantax.