Avantax®

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Avantax® Legal and Compliance Policies

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.

CUSTOMER DISCLOSURES
 

Avantax Disclosure Catalog (ADC)

PRIVACY POLICY
 

Privacy policy for individuals

PRIVACY POLICY
(FORMER HKFS)
PRIVACY POLICY

Revoke opt-out form

 

BUSINESS CONTINUITY

Business continuity disclosure statement (Former HKFS)

BUSINESS CONTINUITY

Business continuity disclosure statement

SOCIAL MEDIA

Avantax social media rules of engagement

PRIVACY POLICY

Online and mobile privacy policy

TERMS OF USE

Terms and conditions

INVESTOR RESOURCES

Detailed Investor Information

CASH SWEEP PROGRAM

Cash Sweep Program features and details

CONTACT
 

Contact Avantax

3200 Olympus Blvd., Suite 100,
Dallas, TX 75019
(972) 870-6000