Terms of Services

Terms & Conditions

351Conversion.com is not a registered Broker Dealer and has not filed a Form BD application with the Securities and Exchange Commission (SEC) through the Financial Industry Regulatory Authority (FINRA)’s Central Registration Depository (CRD) system.

Confidentiality

The brokerage company agrees to keep the investor’s contact information and investment preferences confidential and not to disclose this information to any third party without the investor’s consent.

The brokerage company will only use the investor’s contact information to provide the investor with information about new ETF launches that match the investor’s stated investment preferences.

The brokerage company will not sell the investor’s contact information to any third party.

The brokerage company will take appropriate security measures to protect the investor’s contact information from unauthorized access.

Disclaimer

The brokerage company is not an investment advisor and does not provide investment advice. The brokerage company makes no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information provided to investors. Any reliance you place on such information is therefore strictly at your own risk.

The brokerage company does not guarantee that the investor will be able to participate in any particular ETF launch.

The brokerage company is not liable for any losses that the investor may incur as a result of participating in an ETF launch.

The brokerage company is not a party to any agreement between the investor and an ETF issuer.

The investor is solely responsible for conducting their own due diligence on any ETF launch that they are considering participating in.

Indemnification

The investor agrees to indemnify and hold harmless the brokerage company from and against any and all claims, losses, liabilities, costs, and expenses (including attorney’s fees) arising out of or relating to the investor’s participation in an ETF launch.

Governing Law

These terms and conditions will be governed by and construed in accordance with the laws of the State of Florida

Entire Agreement

These terms and conditions constitute the entire agreement between the investor and the brokerage company relating to the subject matter herein and supersede all prior or contemporaneous communications and proposals, whether oral or written, between the investor and the brokerage company.

Severability

If any provision of these terms and conditions is held to be invalid or unenforceable, such provision will be struck from these terms and conditions, and the remaining provisions will be enforced.

Waiver

No waiver of any term of these terms and conditions will be deemed a further or continuing waiver of such term or any other term, and the brokerage company’s failure to assert any right or provision under these terms and conditions will not constitute a waiver of such right or provision.

Notices

All notices and other communications hereunder will be in writing and will be deemed to have been duly given when delivered personally, upon the first business day following deposit in the United States mail, postage prepaid, certified, return receipt requested, addressed as follows: If to the brokerage company: 6650 W Indiantown Road, Jupiter, Florida. If to the investor: At the address set forth in the investor’s account application.

Amendments

These terms and conditions may be amended only by a writing signed by both the investor and the brokerage company.

Mobile Terms of Service

ExchangiFi

Last updated: June 9, 2025

The ExchangiFi mobile message service (the “Service”) is operated by ExchangiFi (“ExchangiFi”, “we”, or “us”). Your use of the Service constitutes your agreement to these terms and conditions (“Mobile Terms”). We may modify or cancel the Service or any of its features without notice. To the extent permitted by applicable law, we may also modify these Mobile Terms at any time and your continued use of the Service following the effective date of any such changes shall constitute your acceptance of such changes.

By consenting to ExchangiFi’s SMS/text messaging service, you agree to receive recurring SMS/text messages from and on behalf of ExchangiFi through your wireless provider to the mobile number you provided, even if your mobile number is registered on any state or federal Do Not Call list. Text messages may be sent using an automatic telephone dialing system or other technology. Service-related messages may include updates, alerts, and information (e.g., order updates, account alerts, etc.). Promotional messages may include promotions, specials, and other marketing offers (e.g., cart reminders).

You understand that you do not have to sign up for this program in order to make any purchases, and your consent is not a condition of any purchase with ExchangiFi. Your participation in this program is completely voluntary.

We do not charge for the Service, but you are responsible for all charges and fees associated with text messaging imposed by your wireless provider. Message frequency varies. Message and data rates may apply. Check your mobile plan and contact your wireless provider for details. You are solely responsible for all charges related to SMS/text messages, including charges from your wireless provider.

You may opt-out of the Service at any time. Text the single keyword command STOP to +18333628930 or click the unsubscribe link (where available) in any text message to cancel. You’ll receive a one-time opt-out confirmation text message. No further messages will be sent to your mobile device, unless initiated by you. If you have subscribed to other ExchangiFi mobile message programs and wish to cancel, except where applicable law requires otherwise, you will need to opt out separately from those programs by following the instructions provided in their respective mobile terms.

For Service support or assistance, text HELP to +18333628930 or email tax@351conversion.com.

We may change any short code or telephone number we use to operate the Service at any time and will notify you of these changes. You acknowledge that any messages, including any STOP or HELP requests, you send to a short code or telephone number we have changed may not be received and we will not be responsible for honoring requests made in such messages.

The wireless carriers supported by the Service are not liable for delayed or undelivered messages. You agree to provide us with a valid mobile number. If you get a new mobile number, you will need to sign up for the program with your new number.

To the extent permitted by applicable law, you agree that we will not be liable for failed, delayed, or misdirected delivery of any information sent through the Service, any errors in such information, and/or any action you may or may not take in reliance on the information or Service.

We respect your right to privacy. To see how we collect and use your personal information, please see our Privacy Notice.

Additional Information

Read Rules & Regulations

Here is a link to some basic information about the rules and regulations related to 351 exchanges into ETFs.

Click Here