May 24, 2024


Beagle Financial Services, Inc. (along with any auxiliaries or potential members, including Beagle Invest, LLC, “Beagle”) is determined to give You an inward feeling of harmony on the excursion towards retirement and act as your monetary attendant.

Beagle (“Company” “We,” “Our,” or “Us”) joins the exclusive investigation, procedures, usefulness and instruments (by and large, “Innovation”) with data, articles, sentiments, reports, or examinations and any client service materials accessible on this Our “Site” presently situated at (aggregately, “Content”) to engage Our “Clients” (as characterized underneath) to settle on speculation choices including those connected with their 401(k’s) and Ira’s.

  1. Arrangement

These “Agreements,” Our “Security Policy” and “Disclaimers and Notices” (together, the “Client Terms”) put forward the agreements that oversee You, as Our clients (“User(s),” “You” or “Your”), admittance to and utilization of Our Services, Content and Website and “Different Applications” that We might pick, in Our only attentiveness, to give You access, and which incorporates without impediment any specialized apparatuses, like email, web journals, and online entertainment stages, related highlights, and functionalities, and UIs, as well as any remaining happy and programming related with Our Services.

  1. Changes to the User Terms.
  2. We claim all authority to change the User Terms, whenever, in any capacity, in Our only prudence, including changing Membership expenses and related terms. Any such changes will be taking effect right now after We post such changes in the User Terms.
  3. b. If You don’t consent to the modified User Terms, You should promptly quit getting to or utilizing Our Website or Services. 
  4. c. Assuming You have the User Terms reserved on Your program, You comprehend that the User Terms that concern You are the latest form showing up in a non-stored program.
  5. Changes to the Services.
  6. We maintain whatever authority is needed to change the Services, whenever, in any capacity, in Our only prudence, including killing, stopping, or supplanting any of the Services or quitting giving admittance to any of the Services.
  7. b. Any such changes will be taking effect right now after We roll out such improvements in the pertinent piece of the Services. 
  8. We won’t be at risk to You for any update to or any alteration, suspension, or end of the Services.
  9. Least Age of User.


As a User of Our Services, You should be something like 18 years of age or the period of greater part settled under the material U.S. state regulation (“Minimum Age”). On the off chance that You are not of Minimum Age, then, at that point, You are not allowed to utilize this Service.

  1. Subtleties of Our Paid Services.

Notwithstanding Content (neglected Services), We give through Our Website two fundamental kinds of Paid Services: 401(k) Search Services, and Investment Advisory Services.

  1. The 401(k) Search Services incorporate (I) looking for Your 401(k) that You have forgotten about, (ii) giving evaluations of the related 401(k) (stowed away) expenses, and (iii) setting up (assuming You pick this choice) a 401(k) rollover to either a record with Us (a “Beagle 
  2. The Investment Advisory Services incorporate proficient administration account benefits, all as portrayed in and administered.
  3. Clients of Our Services.

 As a Member (with a Beagle Membership Plan), You will be represented by the User Terms, the Common Agreements (as material), and the accompanying reports: ADV Part II, Form CRS, Customer Agreements, Individual 401k Account Agreements, Auto Debit Agreement, Loan Disclosure, Auto Loan Payment Authorization, Tax Withholding Notice and Ancillary Fees (as pertinent, and on the whole, the “Warning Agreements”. On the off chance that there is a contention between a term in the User Terms with that term in at least one of the material Common Agreements or Advisory Agreements, the User Terms for the clashing term will overshadow the Common Agreements or Advisory Agreement(s).

  1. Clients and Members of Our Services.

To be qualified to involve Our Services as Clients or Members, You should meet the accompanying models, and You address and warrant that You:

  •        Are an occupant in the United States;
  •           Have met the prerequisites relating to the Minimum Age;
  •           Will utilize Your genuine name and just give exact and genuine data to Us and inside the Services consistently;
  •           Will just keep one Beagle account at some random time;
  •           Are not presently confined from the Services, or not, in any case, restricted from licensed innovation and any remaining exclusive privileges.
  1. Enrollment.


  1. To access and utilize Our Paid Services, You should join to turn into a Client or Member by providing Us with Your first and last names and email address (which turns into Your username). You will likewise be picking a one-of-a-kind secret phrase, however, your secret phrase will be encoded and not apparent or open to Us. 

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