Important Disclosures
We believe that transparency is vital to any relationship. The links below provide important information related to accounts at First Republic. Please contact your wealth management professional for any questions related to your account.
Client Relationship Summary (Form CRS)
First Republic Securities Company, LLC
- Transparency Brochure (PDF)
- Eagle Sweep Disclosure (PDF)
- Business Continuity Plan
- FRSC Fee Schedule (PDF)
- Full Service Commission Schedule (PDF)
- Online Brokerage Commission Schedule (PDF)
- Nonprofit Brokerage Commission Schedule (PDF)
- Premier Self-Directed Brokerage Commission Schedule (PDF)
- Disclosure of Order Routing Practices
- First Republic Securities Co., LLC - ERISA 408 (b)(2)
- What Is Life Insurance? (PDF)
- Annuities (PDF)
- New Account Terms and Conditions (PDF)
- Cash Trading Disclosures (PDF)