Form CRS is a client or customer relationship summary. Advisers and brokers are required to deliver a relationship summary to you when starting a relationship with you or when your account changes (e.g., you rollover an IRA). The relationship summary contains important information about the advisory or brokerage firm.
Choosing or continuing to work with a financial professional is an important decision. Advisers and brokers offer different types of services and are paid differently. Reading a relationship summary can help you decide if an advisory or brokerage firm is right for you. You can find a firm’s relationship summary using the free and simple search tool on Investor.gov.
