Legal Disclosures, Terms, and Policies

We’re working with the best partners in banking, investment, and insurance to keep you and your money safe.

Catch

Catch Financial, Inc.

Our software and services are designed to bring all your benefits to one place. We provide you the user interface, the access to your accounts, and we keep your data secure.

Terms of Use
Promotion Code Agreement
Privacy Policy
Electronic Communication and Transfer Agreement
Catch Tag a Friend Sweepstakes Rules
Catch Referral Offers
Catch Health Insurance Link Bonus Program
Catch Ambassador Referral Bonus Program

Catch Capital

Catch Capital Management, LLC

Our registered investment advisor helps identify and recommend the portfolio and retirement product that makes the most sense for you.

Catch Capital Management Agreement
Catch Capital Management ADV Part 2
Catch Capital Management ADV Part 3 (CRS)

Catch Insurance

Catch Insurance, LLC
(D.B.A. Catch Insurance Agency, LLC in California, Michigan and Illinois)
Supplemental Privacy Statement
Supplemental Terms of Use

The Bank

BBVA USA

Banking services are provided by BBVA USA, member FDIC. All cash (non-retirement) accounts are held at BBVA.

CalFIPA
Electronic Communications Agreement
Consumer Deposit Account Agreement
Consumer Privacy Disclosure
Deposit Account Agreement & Service Terms

The Broker-Dealer

Folio Investments, Inc.

Our broker-dealer partner makes trades for your retirement and holds the funds you invest.

Customer Agreement
Terms of Service
Catch
Benefits
About
Resources
Get Started
© Catch Financial, Inc.
This website is operated by Catch Financial, Inc. ("Catch"); Catch Capital Management, LLC ("Catch Capital"); and Catch Insurance, LLC ("Catch Insurance", DBA "Catch Insurance Agency, LLC" in CA).

Banking services provided by BBVA USA, Member FDIC. Investment advisory services are provided by Catch Capital, an SEC Registered Investment Advisor. Insurance services are provided by Catch Insurance, a licensed insurance producer. See the licenses page for further information

‍Investments
Not FDIC Insured • No Bank Guarantee • May Lose Value. 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 Catch Capital’s charges and expenses. Catch Capital’s internet-based services are designed to assist clients in achieving discrete financial goals. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.

Health Insurance
Attention: This website is operated by Catch Insurance and is not the Health Insurance Marketplace® website. In offering this website, Catch Insurance is required to comply with all applicable federal law, including the standards established under 45 CFR §§155.220(c) and (d) and standards established under 45 CFR §155.260 to protect the privacy and security of personally identifiable information. This website may not display all data on Qualified Health Plans (QHPs) being offered in your state through the Health Insurance Marketplace® website. To see all available data on QHP options in your state, go to the Health Insurance Marketplace® website at HealthCare.gov.

Catch offers the opportunity to enroll in either QHPs or off-Marketplace coverage. Please visit HealthCare.gov for information on the benefits of enrolling in a QHP. Off-Marketplace coverage is not eligible for the cost savings offered for coverage through the Marketplaces.