Terms of Service

These Terms of Service (“Terms”) are an agreement between you and WYZ LLC, a California limited liability company doing business as Evotrade (“Evotrade,” “we,” “us”). They govern your use of evotrade.ai, the Evotradeweb and mobile apps, and the information and tools we provide through them (together, the “Services”). By creating an account or using the Services, you agree to these Terms and to our Privacy Policy. If you do not agree, do not use the Services.

WYZ LLC, doing business as Evotrade, is in the process of registering as an investment adviser. Until that registration is effective, access to Evotrade is by invitation only. Registration, once effective, does not imply a certain level of skill or training.

Evotrade provides research and decision support for options strategies, including selling cash-secured puts and covered calls. We do not execute trades, we do not have custody of your money or securities, and we do not have discretionary authority over your account. Every order is entered by you at your own brokerage firm, and every investment decision is yours.

To use the Services you must be at least 18 years old, a resident of the United States, and able to enter into a binding contract. To use our trading tools you must have a brokerage account that is approved for the options strategies you use. Access to the Services is currently by invitation, and we may decline or end access at our discretion.

If you become an advisory client, our investment advisory services are governed by the Investment Advisory Agreement you sign with us, together with our Form ADV Part 2A brochure, Part 2B brochure supplement and Form CRS, which we deliver to you before or when you sign. If these Terms conflict with your advisory agreement, your advisory agreement controls.

Content on our public website is general information about our services. It is not a recommendation that any particular person buy or sell any security, and it does not take into account your individual circumstances.

The Services may include:

• Research on stocks and options, including Evo® Score, our model-based rating of each stock in our universe.
• Evo, an AI assistant that answers questions using market data and the information in your account.
• Alerts about market conditions and the positions you record.
• Tools to record your trades and track your positions, realized results and performance.
• If you connect a brokerage account, a read-only view of your balances, positions and activity, and order previews from your broker.

We may add, change or remove features at any time. We will tell you in advance about changes that materially affect you.

You decide whether, when and how to trade, and you enter every order yourself at your broker. You are responsible for reviewing each trade before you place it and for the accuracy of the trades you record with us, which we use to calculate your positions and results. Your relationship with your broker, including how orders are executed, margin and assignment, is governed by your agreement with your broker. We are not responsible for your broker’s systems, execution or errors.

Options involve risk and are not suitable for every investor. Selling a put can obligate you to buy shares at the strike price, even if the stock has fallen far below it, and losses can be substantial. Selling a covered call can require you to sell your shares at the strike price and limits your gain if the stock rises. Before trading options, read Characteristics and Risks of Standardized Options.

Past performance does not guarantee future results. Any results described as hypothetical or backtested were not achieved by actual trading, are prepared with the benefit of hindsight and have inherent limitations.

Evo’s answers, Evo® Score and other model outputs are generated by software, including AI models, and may be inaccurate, incomplete or out of date. They are not a guarantee of any outcome. Review the information yourself and consider your own circumstances before acting on it, and contact us if something looks wrong.

Market data, news and other third-party content in the Services are provided by third parties, may be delayed or incomplete, and are provided for your personal use only. You may not copy, redistribute, resell or publicly display them, or use them to build another product or service.

Keep your login information confidential, do not share your account, and tell us right away at team@evotrade.ai if you believe someone has accessed your account without your permission. You are responsible for activity in your account. Keep the information you give us, including your investor profile, accurate and up to date, because we rely on it to provide the Services.

Our fees are described on our website and, for advisory clients, in your advisory agreement and our Form ADV Part 2A brochure. We will notify you before any change to your fees takes effect.

You agree not to:

• use the Services for any unlawful purpose or in violation of these Terms;
• access the Services with bots, scrapers or other automated means, or try to bypass any security or access control;
• copy, modify, reverse engineer or create derivative works from the Services, except as the law allows;
• interfere with the operation of the Services or other users' use of them; or
• impersonate anyone or give us false information.

The Services, including our software, research, ratings, text and design, are owned by WYZ LLC or its licensors. Subject to these Terms, we grant you a limited, personal, non-transferable license to use the Services for your own investing. Evotrade, Evo and Evo® Score are our trademarks.

Some features rely on third-party services, such as SnapTrade for brokerage connections and your broker’s own systems. Your use of those services is subject to their terms and privacy policies, and we are not responsible for them.

Except as stated in these Terms or your advisory agreement, the Services are provided “as is” and “as available,” and to the extent permitted by law we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement. We do not warrant that the Services will be uninterrupted or error-free.

Nothing in these Terms waives or limits any right you have under federal or state securities laws, or any fiduciary duty we owe you as your investment adviser, that cannot be waived or limited by contract.

To the extent permitted by law, WYZ LLC and its members, employees and service providers will not be liable for any indirect, incidental, special, consequential or punitive damages, or for any loss of profits, arising out of or relating to the Services, and our total liability for any claim relating to the Services will not exceed the fees you paid us in the twelve months before the claim arose. This section does not limit liability that cannot be limited by law, including the rights described in section 15.

You may stop using the Services and close your account at any time by contacting us. We may suspend or end your access if you violate these Terms or if required by law. If you are an advisory client, termination of the advisory relationship is governed by your advisory agreement. Sections that by their nature should survive termination, including sections 7, 8, 9, 13, 15, 16 and 18, will survive.

These Terms are governed by the laws of the State of California, without regard to its conflict-of-law rules, except where federal law applies. Any dispute that is not resolved informally will be brought in the state or federal courts located in California, and you and we consent to their jurisdiction. Nothing in these Terms prevents you from filing a complaint with, or providing information to, any securities regulator.

We may update these Terms from time to time. We will post the updated Terms on this page with a new effective date and, if the changes are material, notify you by email or in the app before they take effect. Continuing to use the Services after the effective date means you accept the updated Terms.

Questions about these Terms can be sent to team@evotrade.ai, or see our contact page.