• Exo Services Inc
  15418 Weir Street, No. 333 Omaha, NE 68137
• [email protected]
• Copyright © 2024-2025 exofidelity.me. All rights Reserved.

Investment Products:
ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE
Statement of Financial Condition
Exo Money is a cash management account not a bank account, and is offered by a broker dealer. Exo Money is a brokerage account. Neither Exo nor its affiliates is a bank. This is not an offer, or solicitation of any offer to buy or sell any security, investment or other product. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance, historical returns, future projections, and statistical forecasts are no guarantee of future returns or future performance.
Exo Money is offered through Exo Securities LLC.
Exo Relay and advisory services are offered through Exo Wealth LLC, an SEC-registered investment advisor. Information about Exo Wealth’s advisory operations, services, and fees is set forth in Exo Wealth’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov. For additional information on Exo Wealth LLC.
The umbrella term “Exo Invest” refers to the two investment and trading platforms operated by Fidelity Finance, Inc. and its affiliates (described below). Individual customer accounts may be subject to the terms applicable to one or more of the platforms below.
1) Automated Investing—The Automated Investing platform is owned by Exo Wealth LLC, an SEC Registered Investment Advisor (“Exo Wealth“). Brokerage services are provided to Fidelity Brokerage Services LLC by Exo Securities LLC, an affiliated SEC registered broker dealer and member FINRA/SIPC, (“Exo Securities).
2) Active Investing—The Active Investing platform is owned by Exo Securities LLC. Clearing and custody of all securities are provided by APEX Clearing Corporation.
Neither the Investment Advisor Representatives of Exo Wealth, nor the Registered Representatives of Fidelity Brokerage Services LLC are compensated for the sale of any product or service sold through any Exo Invest platform. Information related to lending products contained herein should not be construed as an offer to sell, a solicitation to buy or a pre-qualification of any loan product offered by Exo Lending Corp and/or its affiliates.
“Exo Invest” is the brand name for brokerage products and services offered through Exo Securities LLC (SFS) Member FINRA/SIPC including Exo Money®, advisory services offered through Exo Wealth LLC (SFW) an SEC Registered Investment Adviser, and cryptocurrency services offered through Exo Digital Assets, LLC (SDA). SFS, SFW, and SDA are affiliated companies under the common control of Social Finance, Inc. (Exo).
Neither SoFi nor its subsidiaries are a bank. Borrowing: Terms,conditions, and state restrictions apply. EXO RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE.
To qualify for a loan, a borrower must be a U.S. citizen or permanent resident and meet Exo’s underwriting requirements; see Exo.lx for details. Exo loans are originated by Exo Lending Corp. (dba Exo), licensed by the Department of Business Oversight under the California Financing Law License #6054612. NMLS #1121636 Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc., registered in the U.S. and other countries. Google Play and the Google Play logo are trademarks of Google Inc. 234 1st Street, San Francisco, CA 94105 ©2021 Social Finance, Inc. All rights reserved.please [email protected]