Skip to content

For Employers
For Employees
For Individuals

Xiggit - Legal & Licenses

Legal

Xiggit, Inc

Xiggit's benefits platform and services are designed for employers and workers to provide access to a wide range of benefits all in one place.

User Terms of Service
Employer Terms of Service
Privacy Policy
Transfer Agreement

Xiggit Financial, LLC

Our registered investment advisor manages your retirement money.

Robo Advisor Agreement
ADV Part 2

Embed Clearing, LLC

Executes trades and provides clearing and custody for your retirement account. Member FINRA/SIPC

Customer Account Agreement
Privacy Policy
Embed Roth IRA Trust Account Agreement
Equity Trust Roth IRA Disclosure Statement
Embed Traditional IRA Trust Account Agreement
Equity Trust Traditional IRA Disclosure Statement

Licenses

Investment Advisory Services

Xiggit Financial, LLC

Investment advisory services are provided by Xiggit Financial, LLC ("Xiggit Financial"), an SEC Registered Investment Adviser
CRD 315441

Maria Elena C. Abraham, Registered Investment Advisor
CRD 7401863

2625 Middlefield Rd, Suite 103
Palo Alto, CA 94306

Download Our App

Our Site
Resources
- About
- Press
- Newsletter
- Investors
- Support
- Xiggit Blog
- Employer Portal
Disclosures

© 2023 All rights reserved.

This website is operated by Xiggit, Inc. ("Xiggit,); Xiggit Benefits, LLC ("Xiggit Benefits"); and Xiggit Financial, LLC ("Xiggit Financial").

Banking

Xiggit facilitates banking services through US Bank, Members FDIC.

Investments

Advisory services are provided by Xiggit Financial, an SEC-registered investment adviser. Clearing & Custody provided by Embed Clearing LLC, Member FINRA/SIPC.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and the charges and expenses. For more details, see our Form ADV Part 2. Past performance does not guarantee future results; the likelihood of investment outcomes are hypothetical in nature. Not FDIC Insured • No Bank Guarantee • May Lose Value.

Xiggit Financial, LLC. (“Xiggit Financial”) is a registered investment advisor registered with the SEC. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Xiggit Financial in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, tax advisor, or legal counsel prior to implementation. Xiggit can not and does not determine whether a customer is eligible for a particular type of IRA, or a tax deduction, or if a reduced contribution limit applies to a customer as these are affected by events outside of Xiggit's control. You should consult with a tax advisor.

Insurance

Insurance plans are sold by Xiggit Benefits, LLC dba Xiggit Insurance Services in some States.

2625 Middlefield Rd, Suite 103
Palo Alto, CA 94306
Email: info@xiggitbenefits.com
Phone: (415) 527-0615

NPN 20376500. CA License #6008012. TX License #2923928. KY License #1239436. OH License #1473620.

Copyright

Apple®, the Apple logo®, and the App Store® are trademarks of Apple, Inc.; Google Play and the Google Play logo are trademarks of Google, Inc.