Agreements and Disclosures

Get the latest disclosure information for your account and for various types of investment options such as day trading and margin.

Agreements
Disclosures

Agreements

Zions Direct Customer Agreement
Contains information about the various services provided by Zions Direct and your rights as a customer.
Interactive Brokers Agreements
A complete list of agreements for Interactive Brokers.

Disclosures

Form CRS Disclosure
Zions Direct client relationship summary disclosure regarding the firm's responsibility to retail customers.
Day Trading
Before starting a day trading approach to securities investing, know the risks involved.
Zions Direct Business Continuity Plan
Zions Direct has developed a Business Continuity Plan to help the firm operate in response to an emergency or significant business disruption.
FDIC Sweep Disclosure
Our Bank Deposit Sweep program is used as a holding place for your univested cash. Read the details of how this program works.
Rule 606 Order Disclosure
Disclosure of order execution and routing practices.

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You are about to leave the Zions Direct web site and be directed to a web site that is not affiliated with Zions Bancorporation, N.A. dba Zions Direct or Zions Bancorporation and may have a different privacy policy and level of security. Zions Bancorporation, N.A. and Zions Bancorporation are not responsible for, and do not endorse or guarantee, the privacy policy, security, accuracy, or performance of the third party’s web site, or the information, products, or services that are expressed or offered on that web site.

You are about to leave the Zions Direct web site and be directed to a web site that is not affiliated with Zions Bancorporation, N.A. dba Zions Direct or Zions Bancorporation and may have a different privacy policy and level of security. Zions Bancorporation, N.A. and Zions Bancorporation are not responsible for, and do not endorse or guarantee, the privacy policy, security, accuracy, or performance of the third party’s web site, or the information, products, or services that are expressed or offered on that web site.

You are about to leave the Zions Direct web site and be directed to a web site that is not affiliated with Zions Bancorporation, N.A. dba Zions Direct or Zions Bancorporation and may have a different privacy policy and level of security. Zions Bancorporation, N.A. and Zions Bancorporation are not responsible for, and do not endorse or guarantee, the privacy policy, security, accuracy, or performance of the third party’s web site, or the information, products, or services that are expressed or offered on that web site.

You are about to leave the Zions Direct web site and be directed to a web site that is not affiliated with Zions Bancorporation, N.A. dba Zions Direct or Zions Bancorporation and may have a different privacy policy and level of security. Zions Bancorporation, N.A. and Zions Bancorporation are not responsible for, and do not endorse or guarantee, the privacy policy, security, accuracy, or performance of the third party’s web site, or the information, products, or services that are expressed or offered on that web site.

You are about to leave the Zions Direct web site and be directed to a web site that is not affiliated with Zions Bancorporation, N.A. dba Zions Direct or Zions Bancorporation and may have a different privacy policy and level of security. Zions Bancorporation, N.A. and Zions Bancorporation are not responsible for, and do not endorse or guarantee, the privacy policy, security, accuracy, or performance of the third party’s web site, or the information, products, or services that are expressed or offered on that web site.