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Alinea Advisory Services LLC ("Alinea"), is an SEC-registered investment adviser. This page is where you'll find our regulatory filings, account agreements, and privacy notices, all in one place. We update these documents fairly often as our products and policies evolve, so it's worth checking back here rather than saving a copy elsewhere. If anything here raises a question, reach out to us at info@alinea-invest.com.
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Alinea - Bank Account Eligibility Policy
Effective date: April 9, 2026
Bank Account Eligibility
To keep your account secure, only personal or joint bank accounts in your name may be linked.
Eligible Accounts
- Personal bank accounts in your name
- Joint accounts where you are a listed account holder
Ineligible Accounts
- Business accounts (including LLC, DBA, sole proprietor, or similar)
- Accounts where you are not listed as an account holder
If your bank account does not meet these requirements, you will need to link a different account in your name.
If you have any questions, please reach out via in-app support chat or email us at info@alinea-invest.com before linking your bank account.