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Disclosures and Other Documents

Harvest's Client Relationship Summary Form (Form CRS / ADV Part 3)
Form ADV Part 2A: Disclosure Brochure
Form ADV Part 2A Appendix 1: Disclosure Brochure
Form ADV Part 2B: Disclosure Brochure
Privacy Policy Notice

Charles Schwab Disclosure Documents

Charles Schwab Privacy Statement

Custodial Agreements

Charles Schwab's Business Continuity and Contingency Planning
Charles Schwab IRA Client Agreement
Charles Schwab One Client Agreement
Charles Schwab 403(b)(7) Custodial Account Agreement
TD Ameritrade IRA Custodial Agreement
TD Ameritrade Roth IRA Custodial Agreement
TD Ameritrade Simple IRA Custodial Agreement
TD Ameritrade ESA Custodial Agreement
TD Ameritrade 403(b)(7) Custodial Agreement

About Form ADV Part 2A

This brochure provides information about the qualifications and business practices of Harvest Investment Services, LLC. If you have any questions about the contents of this brochure, please contact us at (630) 613-9230. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Harvest Investment Services, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Harvest Investment Services, LLC is a registered investment adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.