Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.
Investment accounts are offered through Gen Invest LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). WELSLY provides investment advisory services in accordance with SEC regulations and may only conduct business in jurisdictions where it is registered or exempt from registration. For more information, please refer to our ADV Part 2A Brochure and Part 3 Relationship Summary. Educational tools and resources are also available at https://www.investor.gov/CRS.
Brokerage services are provided by Alpaca Securities LLC ("Alpaca"), a member of FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. Technology is offered by WELSLY. This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Alpaca is not registered (Alpaca is registered only in the United States). Alpaca's technology powers all accounts and trade executions. View Alpaca's disclosures at https://alpaca.markets/disclosures. Alpaca Securities, LLC ("Alpaca Securities") is not responsible for and is not providing the technology and services you receive from us to access and manage your brokerage account with Alpaca Securities. You firmly agree to hold Alpaca and its affiliates, owners, directors, employees, clearing firm, and agents harmless for any loss or damage arising from the use of or unavailability of the technology and services that we are providing.
The content on this website is for informational purposes only. WELSLY does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing.
Fractional share trading allows customers to buy and sell fractional share quantities and dollar amounts of certain securities. Fractional share trading presents unique risks and is subject to particular limitations you should be aware of before engaging in such activity. See Alpaca Customer Agreement for more details.
The testimonials, statements, and opinions presented on the website apply to the specific individuals. It is important to note that individual circumstances may vary and may not be representative of the experience of others. There are no guarantees of future performance or success. The testimonials are voluntarily provided and are not paid, nor were they provided with free products, services, or any other benefit in exchange for said statements.
Securities in your brokerage account are protected up to $500,000 by the Securities Investor Protection Corporation (SIPC), including up to $250,000 for cash claims. Alpaca Securities LLC is a Securities Investor Protection Corporation (SIPC) member, which protects securities customers up to $500,000 (including $250,000 for cash claims) in brokerage accounts. SIPC coverage does not apply to the FDIC Bank Sweep program cash. FDIC insurance of up to $1,000,000 may apply to cash balances held in deposit sweep programs through participating banks. SIPC and FDIC protections do not cover investment losses. Customers enrolled in the High-Yield Cash may be eligible for up to $1,000,000 in FDIC pass-through insurance, subject to program terms and conditions.
Disclaimer of Liability: GEN does not guarantee the accuracy, completeness, or timeliness of the platform's market data, tools, or content. No responsibility is assumed for investment decisions made based on the information presented. Use of the platform constitutes acceptance of our Terms of Use and Privacy Policy.
Jurisdictional Notice: This platform is not intended to offer or solicit services in jurisdictions where such offerings would be unlawful. Users accessing the site do so at their initiative and are responsible for complying with applicable local laws and regulations.
GEN INVEST LLC: AN INVESTMENT ADVISER REGISTERED (RIA) WITH THE U.S. SECURITIES AND EXCHANGE COMMISSION (SEC), OFFERING INVESTMENT ADVISORY SERVICES THROUGH THE WELSLY PLATFORM. GEN INVEST IS RESPONSIBLE FOR MANAGING CLIENT INVESTMENT ACCOUNTS FOLLOWING SEC REGULATIONS.
WELSLY: A MODERN INVESTMENT PLATFORM THAT PROVIDES GLOBAL MARKET ACCESS, TECHNOLOGY-POWERED INVESTING TOOLS, AND INTELLIGENT PORTFOLIO SOLUTIONS TO RETAIL, BUSINESS, AND INSTITUTIONAL INVESTORS. WELSLY OPERATES UNDER THE ADVISORY OVERSIGHT OF GEN INVEST.
GEN FINANCIAL INC.: THE U.S.-BASED PARENT HOLDING COMPANY OF WELSLY, WELSLY, AND GEN FINANCIAL LIMITED. GEN FINANCIAL INC. IS A GLOBAL FINANCIAL SERVICES GROUP THAT DELIVERS INNOVATIVE INVESTING, ADVISORY, AND SECURITIES SERVICES ACROSS MULTIPLE JURISDICTIONS.
