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Legal

Legal & Trust

Every agreement, disclosure and policy that applies to your Vantar account, in one place. Read them before you open an account, and come back any time.

Last updated October 26, 2026

Advisory

Vantar Inc.

SEC-registered investment adviser

Adviser Check →

Brokerage

Alpaca Securities LLC

Member FINRA / SIPC

BrokerCheck →

Wallets & payments

Wyrr

Licensed payment service provider

Wallet Terms

All documents

Advisory · Vantar Inc.

7 documents

  • Form CRS
  • Form ADV Part 2A
  • Auto-Invest Advisory Agreement
  • How Auto-Invest Works
  • Sharia & Ethical Portfolios
  • Conflicts of Interest
  • Vantar Wealth Advisory AgreementSoon

Cash & money movement

7 documents

  • Cash Sweep Program
  • Program Banks
  • Wallet Terms
  • Currency Conversion
  • USDC Funding
  • Withdrawals
  • Bank Linking (Plaid)

Fees & pricing

2 documents

Disclosures & risk

6 documents

  • Disclosures
  • Vantar AI & Pulse
  • Market Data & Education
  • International Investors & Tax
  • Availability by Country
  • Promotions & Referrals

Trust & support

4 documents

Can’t find what you need? Email hello@vantar.co. Vantar Prime agreements are provided during institutional onboarding.