Plain-English Summary (Non-Binding): Alertsify is a technology platform that enables you to connect your self-directed brokerage accounts to automation tools. Alertsify is not a broker-dealer or investment adviser and does not provide investment advice, make recommendations, or exercise investment discretion over any account. You choose which traders to follow, configure your own rules and risk controls, and remain solely responsible for all trading decisions. Fees are generally non-refundable except where required by law. By using the Services, you agree to these Terms.
1. Agreement
These Terms of Service (the “Terms”) govern your access to and use of the websites, platform, applications, software, and services operated by Alertsify LLC (“Alertsify,” “we,” “us,” or “our”), including any trading automation, alerting, journaling, analytics, and/or copy-trading tools (collectively, the “Services”).
By creating an account, accessing, or using the Services, you agree to be bound by these Terms and any policies incorporated by reference (including the No Refund Policy, Copy Trading Authorization and Risk Disclosure, and any monetized trader policies, where applicable). If you do not agree, do not use the Services.
You represent that you are at least eighteen (18) years old (or the age of majority in your jurisdiction) and have the legal capacity to enter into this agreement.
2. Definitions
- “Services” means the Alertsify platform, apps, websites, software, integrations, and related features.
- “User” means any person who accesses or uses the Services.
- “Broker” means a third-party brokerage firm or provider you connect to the Services.
- “Lead Trader” or “Signal Provider” means an independent third-party user whose trading activity may be used as a signal for your automation rules. Lead Traders are not employees, representatives, or agents of Alertsify. Alertsify does not supervise their trading or communications for regulatory purposes and does not assume any responsibility for their compliance with applicable law.
- “Fees” means any amounts paid for the Services, including subscriptions, add-ons, and usage-based execution fees.
3. Nature of the Services — No Advice, No Discretion, No Portfolio Management
Alertsify is a technology platform that enables you to connect your self-directed brokerage accounts to automation tools. Alertsify does not provide investment, legal, tax, or financial advice, does not make recommendations, and does not exercise investment discretion over any account.
The Services may, among other things: (i) connect to supported third-party brokerage accounts via API or similar integrations; (ii) transmit trade instructions initiated by users or configured copy-trading rules to a Broker; and (iii) provide analytics, alerts, tracking, journaling prompts, and related tools.
Alertsify does not:
- Provide investment, legal, tax, or financial advice;
- Recommend or endorse any specific security, trade, strategy, or trader to follow;
- Exercise discretionary authority over any user’s brokerage account;
- Act as a broker-dealer, investment adviser, commodity trading advisor, or fund manager;
- Custody or hold customer funds or securities;
- Provide portfolio management, asset allocation, or ongoing monitoring of your investments;
- Evaluate whether any Trader, strategy, or use of automation is appropriate or suitable for you.
Alertsify does not collect or evaluate your financial profile, investment objectives, or risk tolerance to determine whether any Trader, strategy, or trade is suitable for you or to provide personalized investment advice. Your use of automation and copy trading is entirely self-directed. You should carefully consider your own financial situation and consult with a registered investment professional if you need personalized advice.
Automation features mechanically apply rules that you configure and do not involve human judgment by Alertsify about whether, when, or how much to trade. No communication from Alertsify or through the Services should be treated as a recommendation.
All trades are executed solely by your chosen Broker. Your relationship with your Broker is governed by the Broker’s own terms and policies. You are solely responsible for all investment decisions and for determining whether use of the Services is appropriate for you.
4. User Accounts and Security
You may be required to create an account to access certain features. You agree to provide accurate and current information, maintain the confidentiality of your credentials, and accept responsibility for all activity under your account. Do not share your login credentials with others. Promptly notify Alertsify of any unauthorized use or security breach. You are responsible for securing your devices and connected email accounts.
5. Copy Trading, Automation, and Self-Directed Execution
Certain features allow you to follow or “copy” Lead Traders and to enable automated execution of trades in your own brokerage account. By enabling automation, you acknowledge and agree that:
- (a) You choose which Lead Traders to follow and you configure your own settings, including risk limits, position sizing, allocation rules, order types, ticker exclusions, and whether automation is enabled or disabled.
- (b) Alertsify mechanically applies your chosen configuration and transmits corresponding instructions to your Broker. Alertsify’s role is limited to technically transmitting order instructions that are mechanically derived from the settings you configure and the trader signals you choose.
- (c) Alertsify does not make suitability assessments or allocation decisions for you. Alertsify does not select, recommend, or endorse any Trader, strategy, or portfolio.
- (d) Enabling Copy Trading or Auto-Execution does not create an investment advisory, brokerage, or fiduciary relationship between you and Alertsify or between you and any Trader.
- (e) You are using Alertsify as a self-directed software and automation tool; you remain solely responsible for your trading decisions and for determining whether any Trader or strategy is appropriate for you.
- (f) Copy trading may amplify both gains and losses and involves substantial risk, including the possible loss of your entire investment.
- (g) You can override, pause, or stop automation at any time.
Execution and market realities: Fills, prices, slippage, partial fills, rejections, and latency may occur due to market conditions, Broker routing, liquidity, order type, and other factors. Timing, price, and quantity in your account may differ from Lead Traders due to market and technical factors. Alertsify does not guarantee execution outcomes or tracking accuracy.
5.1 Leaderboards, Rankings, and Performance Statistics
Any rankings, performance statistics, or leaderboards displayed in the Services are based on objective, formulaic criteria and are provided for informational purposes only. They do not constitute recommendations or endorsements by Alertsify. Past performance is not indicative of future results.
6. Fees, Billing, and Recurring Payments
Access to some or all of the Services may require payment of Fees. Fees may include recurring subscriptions (monthly, annual, or otherwise), usage-based execution fees, and add-on features. At the time of purchase, you will be shown the amount, billing cadence, and renewal timing.
Current fee structure (subject to change with notice):
- FREE: $0/month. Includes limited executions per month, leaderboard access, basic analytics, and free competitions. No credit card required.
- PRO Monthly: $99/month recurring subscription. Includes unlimited executions (subject to tiered execution fees), full analytics, paid competitions, webhook and Discord automation, and all broker integrations. Execution fees: $1.00/BTO for trades 1–50, $0.75/BTO for trades 51–200, $0.50/BTO for trades 201+.
- PRO Annual: $899/year ($75/month effective). Same features and execution fee structure as PRO Monthly.
- Copy Trading Add-On: $49/month (requires active PRO subscription). Enables self-directed copy trading automation.
- Lead Trader copy fees: Certain Lead Traders may charge a separate monthly subscription fee. These fees are set by the Lead Trader, not by Alertsify.
A 7-day free trial may be available for PRO and Copy Trading features. Credit card is required to start a trial. Execution fees apply during the trial period. Your subscription auto-converts to a paid plan on day 8 unless cancelled.
7. Cancellation
You may cancel your subscription at any time via account settings (where available) or by contacting support@alertsify.com. Cancellation stops future renewals. Cancellation does not retroactively refund previously charged Fees, and you are not entitled to a partial refund for any unused portion of the current billing period, except where required by applicable law.
8. No Refunds
Except where prohibited by applicable law or explicitly stated otherwise in a written agreement signed by Alertsify, all Fees are final, non-refundable, and non-transferable. See the separate No Refund Policy for complete details.
9. Software, Technical Issues, Bugs, Downtime, and Third-Party Failures
The Services are software-based technology tools that may contain bugs, errors, defects, or vulnerabilities. The Services and any connected brokers, data providers, payment processors, APIs, or networks may occasionally experience interruptions, errors, outages, degraded performance, or complete unavailability. Alertsify does not and cannot guarantee that the Services will operate without interruption, error, delay, or defect at all times.
The following events, among others, do not create a right to any refund, credit, compensation, or claim against Alertsify, except where required by applicable law: software bugs; system crashes or infrastructure outages; scheduled or unscheduled maintenance; latency or failures in transmitting orders; partial fills, missed fills, rejected orders, or duplicate orders; broker API outages; third-party data provider outages; internet or telecommunications failures; payment processor outages; Discord webhook failures; mobile app crashes; and any other technical issue arising from the inherent complexity of software systems.
Alertsify’s sole obligation in the event of technical issues is to use commercially reasonable efforts to identify and resolve the issue.
9.1 User Responsibility to Manage Accounts Independently
You are solely responsible for monitoring and managing your brokerage account(s), positions, orders, and risk exposure at all times, including through your Broker’s own tools, apps, and interfaces, independent of Alertsify. Alertsify is one of potentially many tools you may use, but it is not a substitute for direct oversight of your brokerage account. You should never rely exclusively on Alertsify to manage, monitor, or exit your positions.
10. Market and Trading Risk
Trading securities, options, futures, and other instruments involves substantial risk, including the risk of losing your entire investment. Use of automation or copy trading does not eliminate risk and may increase the speed and magnitude of potential losses. A Lead Trader’s past performance is not indicative of future results.
Alertsify makes no representation, warranty, or guarantee regarding profitability, performance, suitability, execution speed, fill quality, or the accuracy or completeness of any trade data, performance metric, or leaderboard statistic displayed through the Services.
11. Prohibited Conduct
You agree not to: use the Services in violation of any applicable law or regulation; manipulate markets or engage in fraud or deceptive practices; misuse confidential information or attempt unauthorized access; interfere with or disrupt the Services or servers; or reverse engineer the Services where such restrictions are permitted by law.
12. Intellectual Property
All software, content, interfaces, trademarks, logos, and other materials made available through the Services are owned by Alertsify or its licensors and are protected by intellectual property laws. Subject to these Terms, Alertsify grants you a limited, revocable, non-exclusive, non-transferable license to use the Services for your personal or internal business purposes.
13. Third-Party Services and Links
The Services may integrate with or link to Third-Party Services (including brokers, market data providers, and payment processors). Alertsify does not control Third-Party Services and is not responsible for their availability, performance, policies, or actions.
14. Chargebacks, Payment Disputes, and Referral Commission Forfeiture
If you believe a charge is incorrect or unauthorized, you must contact Alertsify first at support@alertsify.com before initiating any external dispute.
Unwarranted chargebacks or payment disputes may result in: (a) immediate suspension or termination of access; (b) permanent forfeiture of referral or affiliate commissions; (c) forfeiture of promotional credits, competition winnings, or other platform incentives; (d) collection efforts for amounts owed; and (e) a permanent ban from creating new accounts.
Automatic Referral and Affiliate Commission Forfeiture: If you initiate a chargeback, payment dispute, or similar claim, all referral and affiliate commissions associated with your account are automatically and permanently voided, regardless of the outcome or resolution of the dispute.
14.1 Referral and Affiliate Program
Alertsify may offer a referral or affiliate program. Participation is subject to Alertsify’s then-current affiliate terms and policies. All referral commissions are earned at Alertsify’s discretion and are subject to verification and fraud review. Commissions do not constitute an employment, partnership, joint venture, or agency relationship between you and Alertsify.
14.2 Lead Trader Monetization and Revenue Sharing
Certain Lead Traders may be eligible to receive subscription revenue from followers and may participate in Alertsify’s revenue pool or incentive programs. Monetization does not create an advisory, brokerage, or fiduciary relationship. Monetized Lead Traders are prohibited from: providing individualized investment advice; guaranteeing profits; implying Alertsify endorsement; selectively promoting off-platform results; and framing strategies as “safe” or “low risk.”
15. Account Sharing, Multi-Account, and Abuse
Each user account is for a single individual. You may not share your account credentials, allow others to access the Services through your account, or create multiple accounts to circumvent pricing, trial limitations, competition rules, referral program terms, or any other platform policy.
16. Pricing Changes and Grandfathering
Alertsify reserves the right to change its pricing, fee structure, execution fee tiers, commission rates, and plan features at any time. Price increases for existing subscribers will be communicated in advance before the next billing cycle.
17. Disclaimers
The Services are provided on an “AS IS” and “AS AVAILABLE” basis, without warranties of any kind, whether express, implied, or statutory, including warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy, reliability, completeness, availability, or uptime.
18. Limitation of Liability
To the maximum extent permitted by law, Alertsify’s total aggregate liability shall not exceed the greater of (a) the total amount of Fees you paid to Alertsify in the six (6) months immediately preceding the event giving rise to the claim, or (b) one hundred U.S. dollars (USD $100). This limitation applies regardless of the theory of liability.
19. Indemnification
You agree to defend, indemnify, and hold harmless Alertsify and its affiliates from and against any claims, liabilities, damages, losses, and expenses arising out of or related to: (i) your use or misuse of the Services; (ii) your violation of these Terms; (iii) your violation of any law or third-party rights; (iv) your trading activity and outcomes; (v) any content you post through the Services; (vi) any chargeback or payment dispute you initiate; or (vii) your participation in the referral program.
20. Force Majeure
Alertsify shall not be liable for any failure or delay in performing its obligations where such failure or delay results from circumstances beyond Alertsify’s reasonable control, including acts of God, natural disasters, pandemics, government actions, war, terrorism, cyberattacks, broker or exchange outages, market closures, or any other event beyond Alertsify’s reasonable control.
21. Dispute Resolution, Arbitration, and Class Action Waiver
Informal Resolution First: Before filing any formal dispute, you agree to contact Alertsify at support@alertsify.com and attempt to resolve the dispute informally for at least thirty (30) days.
Binding Arbitration: If a dispute cannot be resolved informally, you and Alertsify agree that any dispute shall be resolved exclusively through final and binding individual arbitration administered by the American Arbitration Association (“AAA”). The arbitration shall take place in the State of Florida or via telephone, video conference, or written submissions.
CLASS ACTION WAIVER: YOU AND ALERTSIFY AGREE THAT EACH PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING.
22. Suspension and Termination
Alertsify may suspend or terminate your access to the Services at any time, with or without notice, if we reasonably believe you have violated these Terms, posed risk to the platform or other users, engaged in fraud or abuse, filed an unwarranted chargeback or dispute, or as otherwise necessary to protect the Services.
23. Governing Law and Venue
These Terms shall be governed by the laws of the State of Florida, without regard to conflict-of-laws principles. For any disputes not subject to arbitration, the exclusive jurisdiction and venue shall be the state or federal courts located in the State of Florida.
24. Electronic Communications and Notices
By using the Services, you consent to receiving electronic communications from Alertsify. Notices to Alertsify must be sent to support@alertsify.com.
25. Changes to Terms; Entire Agreement; Miscellaneous
Alertsify may update these Terms from time to time. Updates are effective upon posting. Continued use of the Services after an update constitutes acceptance. These Terms, together with any policies incorporated by reference, constitute the entire agreement between you and Alertsify regarding the Services.