Loans, lines of credit and credit cards are subject to credit approval.
Services provided by the following affiliates of CapitalMetriQ Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by CapitalMetriQ Bank. Trust and investment management services are provided by CapitalMetriQ Bank. Investment advisory services are offered by CapitalMetriQ Advisory Services.
The information contained herein is for informational purposes only and does not represent an official statement of your CapitalMetriQ Investment Services, Inc. account. Please refer to your monthly or quarterly statements for a complete record of your transactions, holdings, and balances.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. You should review any planned financial transactions that may have tax or legal implications with your personal tax or legal advisor.