Terms of Service

Last updated: February 4, 2026

Acceptance of Terms

By accessing or using Atrium, you agree to be bound by these Terms of Service. This Service is intended for Registered Investment Advisors and their authorized representatives.

Description of Service

Atrium provides a digital content organization and presentation platform that enables financial advisors to create branded digital rooms for sharing approved marketing materials with clients and prospects.

Content and Compliance

Atrium is a content organization tool for marketing materials. Users are responsible for ensuring their content meets applicable regulatory requirements and for obtaining any required compliance approvals.

Read the full terms below, or return to the Atrium home page and review our Privacy Policy.