Risk and No-Advice Disclosure
Version 1
No advice
StackRef Inc. is not a broker-dealer or investment adviser, and Rolltop does not give investment, financial, tax, or legal advice. Labels such as “Roll now,” “Watch,” “Let expire,” and “Allow assignment,” preselected rolls, alerts, and summaries come from the rules and thresholds you set in Settings, applied mechanically to the data the App receives. They are not recommendations.
Your orders, your responsibility
Rolltop sends an order only when you confirm it, directly to your broker, under your own credentials. Review every detail before you send it, and confirm orders, fills, and positions in your broker’s own apps. Orders can be rejected, delayed, partially filled, or filled at a different price.
Data and alerts aren’t guaranteed
Quotes, positions, history, earnings and dividend dates, news, and the App’s calculations (premiums, fees, recovery strikes, buying power, and more) can be delayed, incomplete, or wrong. Alerts can be late or missed. On iPhone and iPad, iOS decides when the App may check in the background, so don’t rely on Rolltop as your only way to watch expirations, assignments, or earnings.
Options are risky
Options involve substantial risk and are not suitable for every investor. You can lose more than you invest, and short options can be assigned at any time. Read Characteristics and Risks of Standardized Options from The Options Clearing Corporation (theocc.com) before trading options. Past results, including any history or income the App shows, don’t predict future results.
Independent
Rolltop is an independent app. It is not affiliated with, endorsed by, or sponsored by any broker. Questions about your brokerage account or orders are for your broker.