IMPORTANT UPDATE: ETC Brokerage Services, LLC has confirmed a new date for our conversion to self-clearing. Please visit the Conversion Landing Page for more information and important dates associated with the event.

Form CRS and Disclosures

Regulation Best Interest (Reg BI)

ETCB Client Relationship Summary (Form CRS)

Disclosures

Options Disclosure

Characteristics & Risks of Standardized Options Document

Exchange Traded Products Disclosure

Over-the-Counter Equities Disclosure

Low-Priced Securities Disclosure

Investment Risks Disclosure

Margin Disclosure Statement

FINRA Customer Identification Program Notice

Investor Alert: Self-Directed IRAs and the Risk of Fraud | FINRA.org

Statement of Financial Condition

Important Account Agreements and Disclosures

Account Owner Agreement

New Fee Schedule for ETC Self-Directed Accounts

Insured Product Terms and Conditions

Insured Deposit Program Banks

E-Sign Disclosure and Consent Form

ETCB Privacy Notice

Business Continuity Disclosure Statement

Contact Us



[email protected]



Toll Free: (877) 403-0369



Fax: (440) 365-1447



Mailing & Physical Address:

1 Equity Way, Westlake, Ohio 44145



M-F: 8:30am-4:30pm EST,

S-S: Closed

Send Us A Message