Trust and Safety

Don’t wonder whether AgentRisk is really safe and trustworthy. Know it.

  • Strict Password Requirements

    We know how tempting choosing a simple password is, so to keep you safe from temptation and fraud, your account password must meet a number of conditions before our system accepts it. Whatsmore, we will regularly remind you when it’s time to update your password, just as a safety precaution.

  • Fingerprint Recognition

    Accessing the AgentRisk app on your mobile requires your fingerprint, so you can rest assured your account remains private no matter where you choose to access it from.

  • Safe Browsing

    AgentRisk uses the most advanced browser encryption available, so any personal data you enter online is readable only by us.

  • Privacy Protection

    AgentRisk’s number one priority is your trust and safety. Protecting your privacy is essential to us and that is why we will never rent, sell or trade your personal information to anyone. Ever. Click here to read our Privacy Policy.

  • Asset Insurance

    Assets invested with AgentRisk through our custodian, Interactive Brokers, are covered by SIPC insurance. When a brokerage firm is closed due to bankruptcy or other financial difficulties and client assets are missing, the Securities Investor Protection Corporation (“SIPC”) steps in as quickly as possible and works to return clients’ cash, stock and other securities. SIPC provides up to $500,000 of protection on securities held per legal entity and up to $250,000 in cash in excess of what is not recovered per legal entity. Click here for more information about SIPC.

  • Trusted Third-Party Custodian

    When you invest with AgentRisk, your assets are held by Interactive Brokers , one of the most trusted and established brokerage firms in the world, rated Top Online Broker for the Sixth Consecutive Year by Barron’s 2016.
    In accordance with SEC rules (particularly 15c3-3, the “Client Protection Rule”), Interactive Brokers protects client assets by segregating them and ensuring that they are not used for any other purpose, including loans to investors or institutions, corporate investment purposes, or corporate spending.
    Regulators and independent auditors periodically review IB financial records to ensure clients’ assets are accurately tracked and held separately from the firm’s own holdings. It could be a civil and/or criminal violation if an investor’s assets were inappropriately commingled.

  • Complete Control of Your Account

    Control of your account is and will always remain in your own hands, even if AgentRisk is acquired, goes public or ceases doing business. If AgentRisk is acquired or goes public, your brokerage account would remain in your own name and you would be free to add or withdraw money at any time. In the unlikely event AgentRisk were to cease doing business, your account would be held by our brokerage partner until you transferred your account to a new broker or chose to liquidate your account to receive a check. During this period your account would not be managed by our brokerage partner.

  • No Rehypothecation

    When you invest with AgentRisk, your assets are held safely in a cash account. A cash account assures you that your assets are fully paid for and may not be rehypothecated (loaned out to other clients). This is in contrast to opening a margin account where you agree to loan out the securities you hold in the account as collateral to other broker/dealers and risk facing the problems that can arise for margin account clients when their stock leaves the broker/dealers custody.

  • SEC Regulated

    AgentRisk is regulated by the U.S Securities and Exchange Commission and abides by all applicable laws and regulations.

  • Richard

    Superhuman Wealth Manager

    Hello, I'm Richard, your Artificially Intelligent, Personal Wealth Manager! I'm available 24/7 and can dynamically protect, balance and enhance your portfolio, making sure it always matches your lifestyle and goals. Let's talk!

    Get Started
  • Frequently Asked Questions

  • How can I chat with Richard? Richard is always available for a chat on your smartphone. Simply download and run the AgentRisk app and Richard will be there to say hi!.

    How can I see my portfolio analysis and returns? You can check all your portfolio details anytime via our website or mobile app. Your portfolio’s performance and breakdown are updated daily and clearly presented to offer you a full overview in a glance.

    What is the minimum amount required to invest with AgentRisk? Our account minimum is $50,000, which entitles you to an actively managed, diversified portfolio of low cost index funds enhanced with our proprietary option overlay and tax-loss harvesting strategies.

  • What happens if my financial circumstances change? Our portfolios and strategies are dynamic. Simply update your profile and your portfolio will automatically be adapted to your new needs.

    Can I choose which assets I want my portfolio to include? All our portfolios and strategies are meticulously designed and calculated so that you won’t have to brainstorm which assets to invest in. Our A.I. does all the hard work and does it well! Just take a look at our historical returns.

    How often will my portfolio be updated? AgentRisk typically readjusts portfolios every month and whenever circumstances like elections, market volatility or changes in your financial profiles call for an update!

  • Talk to us

  • Your peace of mind is our priority. Contact our support team with your questions or feedback anytime, anyhow.

    Call Us Email us