Alertsify Legal

Terms of Service

Official Alertsify Terms for Use of the Platform, Apps, and Services — Incorporating the Auto-Execution Authorization & Risk Disclosure

Version: v3.0Effective: 2026-06-13

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. Alertsify is a digital service — delivery occurs when your account is activated and you are granted access. By completing your purchase, you confirm you are the authorized cardholder and agree not to file unauthorized-transaction claims for purchases you in fact made. The current PRO plan is $249/month (or $2,490/year billed annually) with no setup fee and a 7-day free trial. The legacy PRO Founders tier (closed to new purchases) included a one-time Founders Setup Fee of $1,997 that locked the $99/month subscription rate for the life of a continuously active PRO Founders account; that rate-lock continues to be honored for existing PRO Founders subscribers. Fees are final and non-refundable except where required by law. Subscriptions are cancelled only through Whop’s self-serve subscription controls — emailing support or messaging staff does not cancel a subscription. Alertsify may suspend or terminate accounts at any time, in its sole discretion, including for community misconduct. If you enable Auto-Execution, the Auto-Execution Authorization & Risk Disclosure in Section 26 also applies to you. 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 auto-execution 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, Privacy Policy, EULA, the Auto-Execution Authorization and Risk Disclosure set forth in Section 26 of these Terms, 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, one-time activation fees, add-ons, and Lead Trader subscription fees.
  • “Auto-Execution” means the feature defined in Section 26.2, which mechanically transmits trade instructions to your connected Broker based on the on-platform trading activity of Lead Traders you select and the configuration settings you control. Auto-Execution is referred to in older documents and on some platform surfaces as “copy trading” — they describe the same feature.

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 auto-execution 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 auto-execution 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.

3.1 Digital Service, Delivery, and Access Confirmation

Alertsify is a digital software service. Delivery of the Services occurs at the moment your account is activated and you are granted access. The “item” you are purchasing is access to the Alertsify platform, automation infrastructure, signal connectivity to independent third-party Lead Traders, and related tools — not any specific trade outcome, profit, win rate, alert frequency, broker fill, or financial result. Once access has been granted, the Services have been delivered as described, regardless of whether or how often you use them. Claims that an “item” was “not received,” “not delivered,” or “not as described” based on trade outcomes, Lead Trader performance, or your decision not to use the Services are not valid grounds for refund, chargeback, or payment dispute.

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. Auto-Execution and Self-Directed Automation

Certain features allow you to enable automated execution of trades in your own brokerage account based on the activity of independent third-party Lead Traders you select. By enabling auto-execution, you acknowledge and agree that:

  • (a) You choose which Lead Traders to follow and you configure your own settings, including such risk controls as are made available in your subscription tier (which may include position sizing, manual approval mode, per-trader pause, and automation toggle).
  • (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 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.
  • (f) Auto-execution 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. Your use of any auto-execution or automation features is governed by the Auto-Execution Authorization and Risk Disclosure set forth in Section 26.

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. A Lead Trader’s broker-verified performance history remains part of the platform’s historical record and may continue to be displayed even after the Lead Trader pauses, deactivates, or departs the platform, except as required by applicable law or the Privacy Policy. Alertsify does not selectively remove losing trades, losing periods, or any other subset of a Lead Trader’s record.

6. Fees, Billing, and Recurring Payments

Access to some or all of the Services may require payment of Fees. At the time of purchase, you will be shown the amount, billing cadence, and any one-time or recurring nature of each charge.

Current fee structure (subject to change with notice):

  • FREE: $0/month. Read-only access to the platform — view broker-verified Lead Trader statistics, leaderboards, basic analytics, and free competitions. No broker connection or execution features. No credit card required.
  • Lite: $99/month recurring subscription. Includes broker connection, your personal broker-verified P&L history, manual or staged-order execution, and analytics. A 7-day free trial may be available; a credit card is required to start a trial, no charge until day 8, and the subscription auto-converts to a paid Lite plan on day 8 unless cancelled.
  • PRO: $249/month recurring subscription, or $2,490/year billed annually upfront (equivalent to two months free). No setup or activation fee. PRO includes broker connection, full auto-execution of selected Lead Traders’ signals, broker-detected alerts, and the risk-control settings made available at the PRO tier. Annual PRO subscriptions are billed in full at signup, renew annually until cancelled, and are non-refundable, including for any unused portion of the annual term. A 7-day free trial is available for PRO; a credit card is required to start a trial, no charge until day 8, and the subscription auto-converts to a paid PRO plan on day 8 unless cancelled.
  • PRO Founders (legacy — closed to new purchases): No longer offered for sale. For users who purchased it while offered, the following continue to apply: a one-time Founders Setup Fee of $1,997.00 (USD) billed at signup, plus a recurring $99/month subscription. The Founders Setup Fee locks the $99/month PRO Founders rate for the life of a continuously active PRO Founders account; this rate-lock is forfeited on cancellation, lapse for non-payment, downgrade, or termination. The Founders Setup Fee was one-time and non-refundable, and the introduction of the $249/month PRO plan does not entitle any prior purchaser to a refund or credit of any previously paid Founders Setup Fee.
  • Promotional and Limited-Availability Plans: Alertsify may, at its sole discretion, offer promotional pricing, limited-availability plans, or invitation-only offers. Where a promotional plan includes a rate-lock benefit, that benefit applies only while the subscription remains continuously active and in good standing, and is forfeited on the same terms as the Founders Rate-Lock.
  • Lead Trader subscription fees: Certain Lead Traders may charge a separate monthly subscription fee (typical range $20–$200+/month, set by the trader, not by Alertsify). All Lead Trader subscriptions are 30-day plans billed in full upfront; no free trials are offered, and no pro-rated refund is owed for any unused portion of a 30-day term, including where the Lead Trader pauses, stops trading, deactivates, or departs during the term.
  • Broker fees: Your Broker may charge its own commissions, per-contract fees, or other transaction fees. Those amounts are between you and your Broker and will appear on your Broker statement.

By beginning a paid plan, you authorize Alertsify (or its payment processor, including but not limited to Whop) to charge your payment method as disclosed at purchase until you cancel. Cancelling your subscription stops future charges only; it does not refund any one-time Founders Setup Fee, any previously charged monthly fee, or any previously charged annual fee (including the unused portion of an annual term).

6.1 Purchase Authorization and Authorized Cardholder Representation

By initiating, completing, or maintaining a purchase, subscription, free trial, or recurring billing arrangement on Alertsify (whether directly or through any payment processor or storefront, including but not limited to Whop), you represent and warrant that you are the authorized cardholder, account holder, or payment-method owner; that you have full legal authority to authorize the transaction and any recurring charges; that you will continue to recognize the resulting charges even where the descriptor includes a processor or storefront name rather than “Alertsify”; and that you will not file an “unauthorized transaction,” “fraud,” or similar payment dispute for any purchase you in fact made or that was made by someone you authorized. Filing a false unauthorized-transaction claim may result in immediate suspension or termination of your account, automatic forfeiture of all referral and affiliate commissions per Section 14, and may constitute payment fraud.

7. Cancellation

You may cancel your subscription at any time. All cancellations must be completed by you directly through Whop, the payment platform that manages Alertsify billing, using the subscription management controls in your Whop account. Cancellation is self-serve and available 24/7.

Emailing Alertsify support, sending a direct message to any staff member, moderator, or Lead Trader, posting in any community channel (including Discord), or making any other written or verbal request does NOT cancel your subscription and will not be treated as a cancellation. A subscription is cancelled only when the cancellation has been completed through Whop’s subscription management interface. Support can walk you through the steps but cannot cancel on your behalf. A renewal that processes because cancellation was not completed on Whop before the renewal date is a valid, authorized charge and is not refundable.

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. If a Lead Trader exits a position but Alertsify fails to transmit the corresponding close order, you are responsible for closing that position yourself. Where Alertsify detects an orphaned position, it will use commercially reasonable efforts to notify you, but such notifications are informational only, are not guaranteed, and do not relieve you of your responsibility to independently monitor and manage your Broker account.

9.2 Service “As Described”

The Services are described and sold as a software, automation, and information platform — not a guaranteed-profit system, a risk-free or low-risk investment, a financial advisory or portfolio management service, a discretionary or managed account service, or a service that guarantees any specific performance, alert frequency, fill quality, or financial outcome. The Services are functioning “as described” when you have access to the platform, when alerts are being transmitted, and when configured automation is mechanically applying your rules — regardless of whether any individual trade, day, week, or month is profitable.

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 auto-execution does not eliminate risk and may increase the speed and magnitude of potential losses. Automated systems can generate losses as quickly as they generate gains. 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. Options trading in particular involves the risk of rapid and total loss of the premium paid, and automated options trading amplifies this risk.

11. Prohibited Conduct and Community Standards

You agree not to engage in any of the following on the platform, in any Alertsify community channel (including but not limited to Discord), or in any other Alertsify-operated communication channel: use the Services in violation of any applicable law; manipulate markets or engage in fraud, deceptive practices, or market abuse; misuse confidential information or attempt unauthorized access; interfere with, disrupt, or overload the Services or community infrastructure; reverse engineer the Services where prohibited; harass, threaten, intimidate, dox, defame, or stalk any user, Lead Trader, employee, or moderator; post hate speech, slurs, discriminatory, sexually explicit, or violent content; spam or flood any community channel; engage in persistent or sustained disruptive conduct (ongoing hostility, trolling, demoralization, or sustained complaint-posting after being directed to support channels); promote competing products or solicit users off-platform; misrepresent Alertsify, its features, pricing, results, regulatory status, or affiliations; share content from access-restricted areas without authorization; or share account credentials. Alertsify reserves the right, in its sole and absolute discretion, to remove content, mute, time-out, ban from any community channel, or suspend or terminate any account for conduct it determines violates this Section, with or without prior warning.

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. Your use of Third-Party Services is governed by those third parties’ terms and policies.

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. You agree not to file chargebacks, payment disputes, or similar claims for properly authorized charges, for dissatisfaction with trading results, for failure to cancel before renewal, for the one-time PRO Founders Setup Fee, or for any reasons covered by the No Refund Policy.

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, plan tiers, activation fees, commission rates, and plan features at any time. Price increases for existing subscribers will be communicated in advance before the next billing cycle. Notwithstanding the foregoing, Alertsify will honor the Founders rate-lock benefit for users who maintain a continuously active PRO Founders subscription in good standing: their $99/month rate will not be increased while continuously active, including following the introduction of the $249/month PRO plan for new buyers. The Founders rate-lock is forfeited automatically and permanently on cancellation, lapse for non-payment, downgrade, or termination.

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”) under its then-current Consumer Arbitration Rules. 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

At-Will Suspension and Termination by Alertsify. Alertsify may suspend or terminate your access to the Services, your account, your community channel access (including Discord), connected broker integrations, and any related features at any time, for any reason or for no reason, with or without notice, with or without cause, and at its sole and absolute discretion. Conduct that may result in suspension or termination includes violations of these Terms; unwarranted chargebacks or unauthorized-transaction claims; persistent or sustained disruptive conduct; harassment of Lead Traders, staff, moderators, or other users; conduct that harms the platform; multi-account abuse, fraud, or account sharing; and misrepresentation of Alertsify.

No Refund Upon Termination. Termination of your access for any reason — including for community misconduct and including termination for no stated reason — does not entitle you to any refund, credit, pro-rated reimbursement, or compensation for any prepaid Fees, the one-time PRO Founders Setup Fee, unused subscription time, promotional credits, competition winnings, or unused features. All previously charged Fees remain final and non-refundable, and all referral and affiliate commissions are forfeited per Section 14. Termination of a PRO Founders subscription also forfeits the Founders rate-lock benefit.

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 and the Auto-Execution Authorization and Risk Disclosure set forth in Section 26, constitute the entire agreement between you and Alertsify regarding the Services.

26. Auto-Execution Authorization and Risk Disclosure

This Section 26 (the “Authorization”) applies to you if and when you enable Auto-Execution for any Lead Trader. References elsewhere in these Terms or in other Alertsify policies to the “Auto-Execution Authorization and Risk Disclosure” or the “Copy Trading Authorization and Risk Disclosure” refer to this Section 26. (“Auto-Execution” is referred to in older documents and on some platform surfaces as “Copy Trading” — they describe the same feature.)

What you are authorizing. By enabling Auto-Execution for one or more Lead Traders, you authorize Alertsify to: (a) receive Signals derived from the Lead Trader’s on-platform trade activity through Alertsify’s broker-connectivity infrastructure; (b) generate corresponding order instructions for your own connected Broker account, sized and constrained according to the settings you have selected; (c) transmit those order instructions to your Broker via your authorized broker connection (currently provided through SnapTrade via OAuth); (d) display the resulting fill data, position information, P&L, and status back to you; and (e) record the resulting trade activity for analytics, leaderboard calculations, and tax-export purposes consistent with the Privacy Policy. Auto-Execution is opt-in, configured per Lead Trader, and reversible by you at any time.

No advice, no discretion, no fiduciary duty. Enabling Auto-Execution does NOT create an investment advisory, brokerage, custodial, or fiduciary relationship between you and Alertsify, between you and any Lead Trader, or between any Lead Trader and Alertsify. Alertsify is a software and automation tool, not a registered investment adviser or broker-dealer; it does not select, recommend, endorse, or evaluate the suitability of any Lead Trader, strategy, or trade for you; it does not exercise discretion over your account; and it does not custody or hold your funds or securities — all assets remain at your Broker throughout.

Self-directed election. You select the Lead Trader(s) you wish to follow based on your own evaluation; you configure the automation settings according to your own assessment of what is appropriate for you; you can pause Auto-Execution per Lead Trader, per ticker (where available), or globally at any time; you can disable Auto-Execution entirely at any time; you can revoke Alertsify’s broker connection at any time through your Broker’s security settings; and you retain active control of your Broker account through your Broker’s own tools at all times.

Specific risks of Auto-Execution. Auto-Execution is a high-risk feature. By enabling it, you accept, among others: general trading risk (including complete and rapid loss of options premium); Lead Trader performance risk (past performance is not indicative of future results); speed and volume risk (trades typically execute in under one second, so losses can accrue faster than you could manually intervene); tracking and execution differences (your fills will not match the Lead Trader’s); technical and infrastructure risk; orphaned positions (Auto-Execution does not include automated liquidation of orphaned positions); concentration and over-exposure risk; fee, commission, and slippage drag; and account-level and regulatory risk (including pattern day trader rules and margin requirements).

Your responsibilities. You are solely responsible for reviewing each Lead Trader’s broker-verified track record; configuring position sizing and risk controls in proportion to your account size and risk tolerance; maintaining sufficient buying power, margin, and regulatory compliance at your Broker; independently monitoring your Broker account at all times; promptly closing or managing orphaned or oversized positions; pausing or disabling Auto-Execution if you become unable to monitor your account; understanding and accepting all fees (Alertsify subscription fees, the PRO Founders Setup Fee where applicable, Lead Trader subscription fees, and Broker fees); recognizing all charges on your statements; and your own tax reporting (trades occur in your Broker account and appear on your Broker’s 1099).

No refunds for Auto-Execution outcomes. Alertsify Fees are final and non-refundable regardless of trading losses or unprofitable outcomes; a Lead Trader’s underperformance, change of strategy, or departure; software bugs, outages, or execution failures; differences between your fills and the Lead Trader’s; orphaned positions; your decision to disable, pause, or cancel Auto-Execution; cancellation of your subscription; or termination of your account by Alertsify for any reason. This Authorization is governed by the laws of the State of Florida and is subject to the dispute resolution, binding individual arbitration, and class action waiver provisions set forth in Section 21.

BY ENABLING AUTO-EXECUTION FOR ANY LEAD TRADER, YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AUTHORIZATION, UNDERSTAND IT, AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS, INCLUDING THE RISK DISCLOSURES AND NO-REFUND PROVISIONS IN THIS SECTION 26.