I hereby declare I am using the tools provided by Portfolio123 on www.portfolio123.com as an Individual investor.

Specifically, I declare to make decision for my personal accounts and/or those of direct dependents. I am not in any way engaged in using the site in the regular course of business or professional activities relating to equity investing.

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• One who uses the site in the regular course of a business or professional endeavor dedicated to the management of equities consistent with regulatory definitions of “investment advisor” as defined by the Securities and Exchange Commission (the “SEC”), Financial industry Regulatory Authority (“FINRA”), or any comparable agency in any state or other country and is registered as an investment adviser with any such entity.
• One who uses the site in the regular course of a business or professional endeavor dedicated to the management of equities consistent with regulatory definitions of “investment advisor” as defined by the Securities and Exchange Commission (the “SEC”), Financial industry Regulatory Authority (“FINRA”), or any comparable agency in any state or other country but is not required to be registered as an investment adviser due to regulatory registration requirements relating to factors other than the rendering of investment advice including but not limited to the amount of assets under management or employment by an exempt organization.
• One who uses the site in the regular course of a business or profession relating to equity research, including (but not limited to): website or blog, newsletters, strategies (other than Designer Models), stock rating reports, charts, timing models, or investment clubs. Users in this category must have written permission from the Company to reproduce any content or derived content.