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¹ The korzo AI-Powered Assistant leverages a large language model (LLM) to provide a semantic layer on top of your financial and investment data. As an internet only advisor, korzo will not provide human advice to users. All responses from the AI-Powered Assistant are not generated by humans and are designed to respond solely in the best interest of the user. The AI-Powered Assistant is designed to provide users with transparency into their finances, enabling them to interpret their financial behavior in a clear and concise manner. Any insights, suggestions, advice, or recommendations generated by the AI-Powered Assistant are meant for educational purposes only and should not be construed as investment advice. Through rigorous prompt engineering, sensitive data encryption, and adherence to korzo’s privacy policies, the LLM powering the AI-Powered Assistant eliminates all potential conflicts of interest between the user and the korzo application (and its affiliates).
² The Securities and Exchange Commission (SEC) does not endorse or recommend products, services, or investments of korzo or its affiliates. Registration with the SEC does not imply a certain level of skill or training.
³ The High Yield Cash Savings Account has an Annual Percentage Yield (APY) of 4.50% as of July 28, 2023 with rates subject to change without notice before or after the High Yield Cash Savings Account is opened. Changes to the APY will be updated at korzo.com The High Yield Cash Savings Account presented to korzo customers is an offering by Apex Clearing Corporation, a qualified custodian, broker-dealer firm, and member of FINRA and SIPC licensed in 50+ US States. The cash balance in the High Yield Cash Account is held by Apex Clearing Corporation via their Apex FDIC Sweep Program which sweeps the cash balance to one or more banks (the “program banks”) where it earns a variable rate of interest and is eligible for FDIC insurance. FDIC insurance is only provided when the funds arrive at the program banks and Apex Clearing Corporation uses more than one program bank to ensure FDIC coverage of up to $5 million for your cash deposits. The full list of participating program banks utilized by Apex Clearing Corporation can be found here. These funds are not being managed by korzo and korzo receives no benefit from Apex Clearing Corporation by offering it to customers. FDIC insurance provides coverage which is limited to $250,000 per qualified customer account per banking institution. For more information about the Apex Clearing Corporation FDIC Sweep Program or FDIC insurance coverage, please visit apexfintechsolutions.com and FDIC.gov respectively.