Social Media Policy

Motley Fool Wealth Management uses social media to share news and other information with a diverse audience, including current and prospective clients, industry peers, external stakeholders, and members of the media. All content we sponsor or make public on our social media platforms, such as Twitter, LinkedIn, Facebook, and YouTube, is for entertainment, education, promotion, and information purposes only. We do not provide any sort of personalized investment advice or recommendations to invest in any particular security, strategy or investment product on social media. We may promote our investment advisory services on social media, but access to our services is only available after receipt of our Client Relationship Summary and Brochure, and pursuant to an Investment Advisory Agreement – these are very important documents which you should read carefully (see links below). 

That said, none of our content is an offer to sell or a solicitation of an offer to buy a particular security (either from us or an affiliated registered adviser) or an investment advisory service in any jurisdiction in which an offer, solicitation, purchase, or sale would be unlawful under the laws of that jurisdiction.

Our posts may include statements concerning financial market trends, which are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or other developments. As such, market trends may not be reliable indicators of future market performance, so you should not rely on these posts. Likewise, any discussion of investment strategies and broad themes may be unsuitable for investors. All posts and materials are provided “as is” without any express or implied warranties. All investments involve a degree of risk. Past performance is not a guarantee of future results.

Generally, we do not publish or otherwise disseminate statements relating to current or former investor’s positive experience with or endorsement of Motley Fool Wealth Management. If we do publish or disseminate such statements, we will only do so in accordance with applicable law.

Due to the highly regulated nature of our industry, and as a matter of internal policy, comments on all of our social media platforms are moderated and reviewed for regulatory and other reasons. We ask that you please be courteous and respectful. We reserve the right to edit, remove or delete any comments that contain defamatory, offensive or threatening language, as well as any harmful or unlawful content, such as spam or materials that infringe on intellectual property rights, and correct factual errors. We also reserve the right to block any follower or user who posts or shares content that is deemed inappropriate or offensive, or constitutes investment advice, recommendations, or advertisements for securities, products or services. We also reserve the right to block users whose pages contain offensive or inappropriate content.

Similarly, please do not attempt to promote investments or services on any of our social media pages. This includes giving investment advice or making recommendations about specific securities or investment strategies. And please do not publish or send us any personal or confidential information via our social media platforms. Where specific advice is necessary or appropriate, please consult with a qualified tax advisor, legal advisor, CPA, Financial Planner or Investment Manager pertaining to your individual situation. For account specific questions, please contact our Client Experience team at (844) 408-4390. We are not subject to any obligations of confidentiality regarding information submitted to us through social media platforms.

Motley Fool Wealth Management is not affiliated with any of these social media platforms, nor are we responsible for the privacy policies of any social media network on with Motley Fool Wealth Management content is displayed. Our presence on our social media channels is public, meaning we do not and cannot control the actions of visitors to our pages. Comments posted by others on our social media pages are not adopted or endorsed by us and do not reflect our views or the view of our employees. We do not endorse and are not responsible for third-party material on our social media pages, such as ads, content, products, opinions, advice, recommendations, or any other material contained on third-party sites.

We may follow another user, share or provide hyperlinks to third-party content, or “like/favorite” third-party content. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of views outside of Motley Fool Wealth Management. Of course, we attempt to interact with posts and share links to only those websites that we believe are accurate and trustworthy, but we cannot be responsible for the content of the information presented on those third-party websites (and, as such, we specifically disclaim any losses resulting from the use of third-party websites).

We discourage clicking on links posted by third-party social media users, as these links may pose risks to your computer or take you to inappropriate sites.

Any opinions expressed by our social media followers are those of the persons submitting the comments and don’t necessarily represent the views of Motley Fool Wealth Management, its management or any of our affiliates.

We reserve the right to change our terms of social media use and comment moderation policies at any time.

Additional Information. Access to Motley Fool Wealth Management (“MFWM”) is only available to clients pursuant to an Investment Advisory Agreement and acceptance of MFWM's Client Relationship Summary and Brochure, which are available at https://foolwealth.com/iaa, https://foolwealth.com/crs, and https://foolwealth.com/adv, respectively. You are encouraged to read these documents carefully.

Motley Fool Wealth Management is an SEC registered investment advisor with a fiduciary duty that requires us to act in the best interests of clients and to place the interests of clients before our own. Our services include asset allocation advice and separately managed account (or “Personal Portfolio”) management. Eligible clients also have the option to receive financial planning services, including portfolio analysis. MFWM, an affiliate of The Motley Fool (“TMF”), is a separate entity, and all financial planning and investment advisory services are provided independently by the certified financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision-making or daily operations of MFWM. MFWM does not attempt to track any TMF services.

During discussions with our Certified Financial Planners, they may provide advice with respect to 401(k) and IRA rollovers into accounts that are managed by MFWM. Such recommendations pose potential conflicts of interest in that rolling retirement savings into a MFWM managed account will generate ongoing asset-based fees for MFWM that it would not otherwise receive.