Can Secfi deny my application/request or close my account?

Yes, Secfi reserves the right to deny an application or request, and in some cases, close an account.

Wealth management is a relationship-based business, and it's important that both you and Secfi find it to be a good fit for a successful long-term partnership. While we strive to provide assistance to as many clients as possible, there may be circumstances where it is not feasible or appropriate to proceed. If you have any concerns or questions about your application or account status, please don't hesitate to reach out to our team for clarification and guidance.