Legal

Terms of Service

Version 1, draft pending counsel review. Last updated May 10, 2026.

These terms are in draft and being finalized with securities counsel. The published version that governs your account will be linked here before your first paid billing cycle. Until then, your use of RepReady is governed by these draft terms plus the Compliance Acknowledgment.

1. Who is providing the service

RepReady is provided by RepReady, Inc. (“RepReady,” “we,” or “us”). RepReady is a software platform for FINRA-registered representatives and RIA-affiliated advisors. RepReady is not a broker-dealer, investment adviser, or law firm. Your registration, suitability, and supervisory obligations remain entirely with your firm.

2. Who can use RepReady

You may use RepReady only if you are (a) an individual registered representative or investment adviser representative, (b) a firm principal, or (c) an authorized administrator acting on behalf of a firm. By creating an account you represent that the registration information you provide (including your CRD number) is accurate and belongs to you or to a person you are authorized to administer.

3. Automated BrokerCheck monitoring

You authorize RepReady to query FINRA BrokerCheck on a recurring basis for any CRD number you associate with your account. We use this data to verify registration status, surface disclosure events to your principal, and gate publication of content when required. This monitoring is a core function of the service and cannot be disabled while your account is active.

4. Content you publish

You are responsible for the content you publish through RepReady. The platform’s compliance engine and approval workflows are designed to help you and your principal review content prior to publication, but final responsibility for FINRA Rule 2210, SEC Marketing Rule 206(4)-1, and any state-level rules rests with you and your firm.

5. Fees and cancellation

Plans and prices are described on /pricing. There is no free trial. To cancel, send written notice to support@repready.build at least 30 days before the date you want service to end. Cancellation takes effect at the end of the notice period or the end of the then-current billing period, whichever is later. Firm-tier subscriptions follow the term and notice rules in your signed Master Services Agreement.

6. Termination by us

We may suspend or terminate your account if BrokerCheck reports a status that disqualifies you from continued use, if your firm requests it, or if you materially breach these terms.

7. Liability

RepReady provides tooling, not legal or compliance advice. To the maximum extent permitted by law, our aggregate liability is limited to the amount you paid us in the twelve months preceding the event giving rise to the claim.

8. Contact

Questions about these terms: legal@repready.build.