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U.S. Securities and Exchange Commission

Investor Onboarding Agreement

Daniel Ryan Lightner — Expert Pilot, Invest-Autopilot

Broker CRD# 5988035

"This section gathers essential details to assess your investment profile and ensure compliance with SEC and FINRA regulations.
Please complete the following fields truthfully."

Investment Profile Information

Copy Trading Agreement Terms

This Copy Trading Agreement (“Agreement”) is between the client (“Client”) and Daniel Ryan Lightner (“Lead Trader”) via "Invest-Autopilot" (“Platform”).

  • Client authorizes the Platform to replicate trades executed by the Lead Trader.
  • All trading activity occurs under SEC/FINRA oversight.
  • Withdrawals incur a 0.7% platform fee.
  • The Client may terminate copy trading at any time.
  • The Lead Trader is not a licensed financial advisor. Trading involves risk.

Risk Disclosure

  • Copy trading involves significant risk and potential loss of capital.
  • Past performance does not guarantee future results.
  • You are responsible for monitoring your account.
  • The Platform and Lead Trader are not liable for trading losses.

Client Confirmation

By signing below, you confirm that you have read and agreed to the terms of this Agreement and its risk disclosures.

This is an Encrypted Form.

All submitted details will be accessible on the backend for verification and compliance tracklog by verified authorities.

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