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Avantax Disclosure Catalog (ADC)
Account Agreements & Features

Account Agreements & Features

This section provides information related to accounts opened with NFS on the brokerage platform or direct with a fund company.

NFS LLC: A Guide to Your Brokerage Account
Brokerage Account Agreement
Brokerage Account – Options Account Request
Brokerage Account – Margin Supplemental Application
Brokerage Account – Penny Stock Agreement
Direct Mutual Fund Agreement
Mutual Fund Disclosure
Mutual Fund Buyer’s Guide

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Dallas, TX 75019

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Disclosures

Learn more about our firm's background and Financial Professionals on FINRA's BrokerCheck.

Avantax Wealth Management^® is the holding company for the group of companies providing financial services under the Avantax^® name. Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services^SM and Avantax Planning Partners^SM. Insurance services offered through licensed agents of Avantax Insurance Agency^SM, Avantax Insurance Services^SM, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.

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