Fisk Transactions & Savings LLC is not a bank. Banking services are provided through one or more federally insured financial institution partners. Fisk serves solely in an administrative and agency capacity under written client agreements and does not hold itself out as providing banking, deposit-taking, or investment services.
The information contained on this website is provided for general informational purposes only and does not constitute legal, financial, investment, banking, tax, or accounting advice.
Fisk Transactions & Savings LLC (“Fisk”) provides administrative transaction management and fiduciary support services. Fisk acts solely as an intermediary and administrative agent for its clients pursuant to written agreements and does not accept deposits, operate as a bank, provide investment advisory services, extend credit, or offer legal or tax advice.
Client funds are maintained only in accounts established for the benefit of clients and held with qualified third-party financial institutions. Fisk does not represent that it is a bank, trust company, money transmitter, investment adviser, or other regulated financial institution, except to the extent any applicable law or license may require.
The services provided by Fisk are governed exclusively by the terms of the applicable written engagement agreement. Nothing contained on this website creates a fiduciary, contractual, agency, or other legal relationship with any person absent a fully executed written agreement.
While Fisk endeavors to safeguard confidential information and implement appropriate security measures, no method of electronic communication or data transmission is completely secure. Visitors should not transmit confidential or sensitive information through this website unless specifically instructed to do so.
This website may contain links to third-party websites for convenience only. Fisk is not responsible for the content, accuracy, security, or privacy practices of those third-party sites.
By using this website, you acknowledge and agree to the terms of this disclaimer.
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