Security

Your capital.
Protected.

We built security into every layer: from custody to data handling to operational controls.

SIPC-Protected Custody

Your funds are held at Interactive Brokers, LLC, a SIPC-member broker-dealer with over $11 trillion in assets under custody. Interactive Brokers is regulated by FINRA, the SEC, and the CFTC.

SIPC protects customer securities accounts up to $500,000, including up to $250,000 for cash claims.

No Commingling

Your capital is held in a dedicated account under your name at Interactive Brokers. It is not pooled with other investors' funds and is not accessible to Invest AI for any purpose other than executing your authorized investment strategy.

We operate under a Limited Power of Attorney (LPOA). We can trade on your behalf, but we cannot withdraw funds.

Bank-Level Encryption

All data in transit is encrypted using TLS 1.3. Data at rest is encrypted using AES-256. Our systems are hosted on enterprise-grade cloud infrastructure with SOC 2 compliance.

We never store your brokerage credentials. Authentication is handled directly with Interactive Brokers.

Instant Withdrawals

You can request a withdrawal at any time. There are no lock-up periods or redemption windows. Withdrawals are typically processed within 1–3 business days, subject to standard settlement times.

In the event of any service disruption, your funds remain at Interactive Brokers and can be accessed directly through their platform.

Continuous Audit Trail

Every trade, every decision, and every allocation change is logged with a timestamp and rationale. Your investor dashboard provides real-time access to your complete trade history.

We maintain an independent performance record that can be audited against brokerage statements.

Limited Access Design

Our system operates with minimum-necessary permissions. We hold a trading LPOA. We can execute trades within your account, but we cannot transfer funds out. You can revoke authorization at any time.

Two-factor authentication is required for all account access.
Custodian

Interactive Brokers

Interactive Brokers LLC is one of the largest and most technologically sophisticated broker-dealers in the world. Founded in 1978, it is publicly traded (NASDAQ: IBKR) and serves over 2 million clients in 200+ countries.

$11T+
Assets Under Custody
1978
Founded
FINRA / SEC / CFTC
Regulation

Questions about security?

Contact us at security@investai.fund

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