Copy Trading Agreement

Daniel Ryan Lightner — Expert Pilot

Invest-Autopilot.com | Broker CRD# 5988035

SEC / FINRA Regulated

1. Client Profile

All fields required for SEC/FINRA suitability.

Full Name *

Email *

Phone *

Address *

Investment Experience *

Risk Tolerance *

Annual Income *

Net Worth *

Source of Funds *

Starting Investment (USD) *

Investment Objectives (select ≥1) *

Growth Income Speculation Diversification

*Required – your data is encrypted and retained for compliance

📄 Copy Trading Terms

Client authorizes replication of Lead Trader’s trades pro-rata.
Platform operates under SEC/FINRA oversight.
0.7% withdrawal fee + possible network fees.
Client retains full ownership; cancel copy trading anytime.
Lead Trader is NOT a licensed advisor; trading involves risk.
Past performance does not guarantee future results.

⚠️ Risk Disclosure

Possible total loss of capital.
Past performance not indicative of future.
Client monitors own account risk.
Technical delays, slippage may occur.
Platform/Lead Trader disclaim liability for losses.

By signing, you confirm understanding of all risks.

Fee & Arbitration Clause

Effective upon signing

0.7% withdrawal fee applies. Additional fees may be published on website.

Any dispute shall be resolved by binding arbitration per FINRA rules.

Client Confirmation & Signature

By typing your name and dating below, you certify all information is true, accurate, and you have read & agreed to the Copy Trading Agreement and Risk Disclosures.

Acknowledgment (First Name) *

I, ______, acknowledge consent to copy trading.

Digital Signature (First Name) *

Electronic signature = handwritten under ESIGN Act.

Date *

FINRA Member Firm