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Disclaimer

Important Information

The information provided on this website and the Autopilot app is for informational purposes only. Autopilot Holdings Corporation ("Autopilot Holdings") is not an investment adviser and does not provide investment advice. Advice provided on this website and through the Autopilot app is generated and managed by Autopilot Advisers, LLC ("Autopilot Advisers"; together with Autopilot Holdings, "Autopilot"), which is an investment adviser registered with the Securities and Exchange Commission (SEC).

Investment Advice

Any investment advice, strategies, or recommendations presented on this website or through the Autopilot app are provided solely by Autopilot Advisers. Autopilot Holdings does not provide investment advice and is not responsible for the accuracy, completeness, or timeliness of any investment advice given by Autopilot Advisers.

Investment Risks

Investing in securities involves significant risk, including the risk of loss of principal. Past performance does not guarantee future results, and there can be no assurance that any investment strategy or security will meet its objectives or achieve any specific financial outcome. You should only invest risk capital that you can afford to lose without impacting your financial stability. Carefully consider your individual financial situation, investment goals, and risk tolerance before making any investment decisions.

Consult with Professionals

You should consult with a qualified financial advisor, attorney, or tax professional regarding your personal financial situation, investment objectives, and any potential legal or tax implications before making any investment decisions. Autopilot does not provide legal or tax advice.

Limitation of Liability

Autopilot, its affiliates, and employees disclaim any and all liability for any losses or damages arising from actions taken or reliance placed on the information provided on this website or through the Autopilot app. This includes, but is not limited to, losses related to the purchase or sale of securities or other financial instruments, changes in market conditions, or any other investment outcomes.

No Guarantees

No representation is made that any investment strategy, security, or financial product discussed on this website or through the Autopilot app will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.

Disclosure of Affiliations

Autopilot may have affiliations with other financial institutions or services, which may affect the content presented or recommendations provided by Autopilot Advisers. Please review Autopilot Advisers's Form ADV Part 2A, available here, for detailed information about their services, fees, and potential conflicts of interest. For more information about Autopilot Advisers, view our SEC registration documents here.

Brokerage Affiliation

Autopilot Holdings Corp. ("Autopilot") has a referral arrangement with Public Holdings, Inc. ("Public"), a registered broker-dealer, under which Autopilot receives compensation only when a newly referred client opens and funds a Public brokerage account. Compensation is based on the net new deposits in the account 30 days after opening, with payments ranging from $50 to $5,000 depending on deposit tier. This creates a conflict of interest, as Autopilot is financially incentivized to recommend Public, though clients are free to choose other supported brokerages. Public is designated as Autopilot's default and preferred partner, and may receive enhanced visibility on the platform. Read the full disclosure here.

Ricky Disclosure

Autopilot Holdings Corporation is in a paid promotional agreement with Ricky's social channels. The general agreement includes $1,000/month for at least 2 videos + $2/download and $20/connected broker for affiliates. Deal is month to month.

Frequently Asked Questions

How do your subscriptions work?

Autopilot offers several subscriptions from in house and third party options. Autopilot Premium offers a variety of portfolio options to customers. Some subscriptions may require additional costs..

Why does my Autopilot account value not match my broker?

The value that you see within the app is the market value of your current positions plus the remainder of the buying power you have given to us to use. If you set up Autopilot with Nancy Pelosi with $1,000, we might be able to only use $980 or $995 of the available buying power. The remaining buying power we still take into account when calculating the account value you see in the app.Additionally, your Autopilot account will not take into account any additional stocks owned outside of the Autopilot controlled portfolios. If you see a significant difference in Autopilot allocation and your brokerage or if your Autopilot shows more than in your brokerage, feel free to reach out to support@joinautopilot.com.

How do I delete my account?

On iOS:

  1. Open the Autopilot app and tap on the Account icon on the navigation bar
  2. Tap on the Account icon on the navigation bar
  3. Tap "Account"
  4. Tap "Delete Account"
  5. Confirm that you want to permanently delete by tapping "Delete Account"
  6. If you are unable to delete your account, please contact support@joinautopilot.com When you delete your account, we delete all personal information collected as detailed in our Privacy Policy unless otherwise required by law for a certain retention period.
When will Autopilot start making trades for me?

If you set up Autopilot outside of market hours, the trades will not go through until the next market opening at 9:30 am EST. If you set up Autopilot within market hours (9:30 am EST to 4 pm EST) and have not seen any trades go through please note that the trades can be delayed up to 15 minutes. If the trades have not been placed with your brokerage within 15 minutes, please reach out to us at support@joinautopilot.com.

Where does my money go after I add money to Autopilot?

The money you allocate to Autopilot stays within your brokerage account. Money is never transferred or exchanged. Your funds stay with the custodian. We do not hold your money or your stocks. When you "allocate" money to be used by Autopilot, this only tells us how much of your money we are allowed to use towards trading stocks in your account. This money never leaves your brokerage, and no bank transfers take place.

Can I autopilot multiple portfolios at once?

Yes! Autopilot+ subscribers are allowed to copy as many pilots as they please and get all trades copied - as long as they have the buying power in their brokerage to do so. Basic members can also initiate as many pilots as they want - however no future trades will be placed besides the initial holdings. Please note, additional subscription fees may apply. To add additional portfolios:

  1. Tap the plus icon on the home screen
  2. Choose a new Pilot
  3. Follow the flow to allocate an amount and start piloting
How does Autopilot handle a Pilot buying into a new position with the money already allocated to it?

We automatically balance your portfolio based on new allocation or Pilot activity. Autopilot matches your portfolio proportionally to your Pilot.If the Pilot buys into a new position, this will decrease their percentage stake of their current positions. To rebalance, Autopilot will buy and sell proportionally to those positions.

How are your brokerage integrations built?

When you link your brokerage with us, we proxy your authentication to your brokerage, then use the authentication tokens to fetch the data necessary to set up your account with Autopilot. We then maintain connection by using these tokens (hashed tokens) to fetch new tokens before they expire. We use bank-level security to store any and all data associated with your account. We work very similarly to Plaid. You may revoke our access to your account by following the prompts in your brokerage.

Does Autopilot copy short trades or crypto holdings?

No, Autopilot does not copy any short positions and will not place any short position trades with your brokerage. Autopilot also does not invest in crypto or options.

How does the trading occur in my broker?

We use your brokerage's API to place trades. When you connect your brokerage with us, we are given authentication tokens (no username or password) to make requests to your brokerage on your behalf. We use these tokens to buy and sell stocks according to your pilot's trades.

Does Autopilot trade on margin if my brokerage account allows it?

Yes, we may place margin trades if your brokerage account allows it depending on your margin settings. Autopilot will trade on margin based on your chosen allocation in Autopilot and your margin buying power.

What happens if I sell Autopilot positions from my brokerage account?

Autopilot's system is built to invest what you tell it to. If you invest $1,000 and sell $500 manually, Autopilot can potentially rebuy stocks because it thinks you want to have $1,000 allocated. If you are wanting to remove stocks or allocation, the best practice is to use Autopilot's withdraw function to remove funds or the blacklist function to prevent the future buys..

Does Autopilot touch my other stocks in my brokerage account, especially if they are the same ticker?

Autopilot does not have access to sell your stocks outside of Autopilot. Brokerages do have certain rules when it comes to brokerage accounting methods, some brokers maybe different. Check your brokerage accounting settings to ensure understanding of their accounting practices when stocks are sold (i.e. FIFO).

I am an international customer and cannot create a USA brokerage account. What can I do?

For our international customers keen on keeping up to date with our pilots, we are working on international brokerage support. To be added to the international waitlist, please message support@joinautopilot.com.

How long after a stock report filing do my positions get updated?

Immediately! Our systems will pick up the report as soon as it is filed and will update your positions accordingly. You may see a slight delay due to execution times - this is largely due to your brokerage not filling the trade request as quickly as we'd like. We are continually working on improving this latency in order to get the best fills via your brokerage.