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Terms and Policies

BTG Pactual US Capital, LLC

Form CRS

Fee Schedule (Pershing)

Fee Schedule (International Investment Account)

General Terms of Use

Terms and Conditions - Website

DriveWealth, LLC

DriveWealth Agreements and Disclosures

Regent Bank

Account Terms and Conditions

Fee Schedule (International Banking Account)

General Disclaimers

Others

TipRanks Disclosures

Banco BTG Pactual

FX Master Agreement

General Terms of Use – September, 2024

BTG Pactual Asset Management US, LLC

Form CRS

Form ADV Part 2A

Form ADV Part 2B

Wrap Fee Account Brochure

BTG Pactual Europe S.A.

Terms and Conditions of Use

BTG Pactual Chile S.A.

Chile Tax Treaty

Chilean Investor's Disclaimer

BTG Pactual Bank, N.A.

Privacy Notice

Mobile Privacy Disclosure

System

Contact Us

If you have any questions about the US Bank, please contact our specialized team for Customer Support. We will get back to you with the best direction.

customersupportUS@btgpactual.com

For questions about our International Investment Account for Brazilian customers, send us an email.

atendimentoUSinvestimentos@btgpactual.com

For clientes with tax residency outside Brazil and Real denominated account in BTG Pactual in Brazil, click here and contact our Service Center.

Ombudsman

BTG Pactual has established an Ombudsman’s line to deal with complaints by customers and to ensure that we are complying strictly with current laws and regulations. We hope, therefore, that you can help us to improve our services and we would be happy to receive any comments or observations.

Terms and Policies | Disclosures

© 2026 BTG Pactual

BTG Pactual Bank N.A: 499 Park Avenue, 11th Floor, New York, NY

200 South Biscayne Blvd, 55th Floor, Miami, FL Phone: +1 786 792 5440

601 Lexington Avenue, 57th Floor, New York, NY Phone: +1 212 293 4600

See BTG Pactual US Capital, LLC's Customer Relationship Summary (Form CRS) here.

Check the background of BTG Pactual US Capital, LLC or one of its investment professionals on FINRA's BrokerCheck.

The Firm’s offices in the United States are not open to the public. Visits and in-person meetings are available by appointment, only.

“BTG” and “BTG Pactual”, as well as the BTG Pactual Logo, are trademarks of Banco BTG Pactual S.A. BTG Pactual Bank, National Association is an owned subsidiary of Banco BTG Pactual S.A.

All loans and deposit products, such as checking and savings accounts, are provided or issued by BTG Pactual Bank, N.A., member FDIC. All loan and deposit products are subject to approval. Terms and conditions apply.

NMLS ID# 1149574. NMLS Consumer Access Website: www.nmlsconsumeraccess.org

Equal Housing Lender. All loans are subject to approval.

Investment and securities products are provided by BTG Pactual US Capital, LLC, a broker-dealer registered with the SEC and member of FINRA and SIPC, BTG Pactual Asset Management US, LLC, and BTG Pactual Timberland Investment Group, LLC, a relying advisor that offers services under BTG Pactual Asset Management US, LLC’s SEC registration. BTG Pactual US Capital, LLC, BTG Pactual Asset Management US, LLC, and BTG Pactual Timberland Investment Group, LLC make available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of BTG Pactual Bank, N.A.

The information presented on this website is for information purposes only and should not be interpreted as an offer, solicitation of an offer, or recommendation to buy or sell any investment, product, or service. Services related to investments are provided by BTG Pactual US Capital, LLC, BTG Pactual Asset Management US, LLC, and BTG Pactual Timberland Investment Group, LLC. The services and charges for brokerage and advisory services are different, and it is important that you understand these differences. Conditions apply. Opening an account is subject to analysis.

More information related to investment and advisory services for BTG Pactual’s U.S. broker-dealer and registered investment advisors, including charges and rates charged for our different services, may be found on our websites, BTG Pactual Disclosures, FORM CRS, FINRA BROKERCHECK.

Services related to the BTG Pactual International Banking Account are provided by Regent Bank, authorized to operate in the United States and a member of FDIC (Federal Deposit Insurance Corporation). FDIC insurance only covers failure of insured depository institutions. Certain conditions must be satisfied for pass-through FDIC deposit insurance to apply.

Investment and securities products:

Are not FDIC insured.

Are not bank guaranteed.

May lose value.

Are not deposits.

Are not insured by any federal government agency.

Are not a condition to any banking service or activity.