Parrot Finance Inc

Item 5 – Fees and Compensation
Parrot charges a flat subscription fee to clients for subscribing to our premium service and having access
to the portfolios we make available. Clients can choose to be billed $24.00 quarterly or $76.00 annually,
in advance. The initial fee is due upon subscribing to our premium service and either quarterly or
annually thereafter and will be charged based on the funding option used in the App Store. The
subscription fee is not negotiable.

Parrot’s subscription charges do not cover charges imposed by third-parties for investments held in the
account, such as commissions or similar transaction-based fees. The subscription fee also does not
cover fees and charges in connection with: debit balances; margin interest; odd-lot differentials; IRA
fees; transfer taxes; exchange fees; wire transfers; extensions; non-sufficient funds; mailgrams; legal
transfers; bank wires; postage; costs associated with exchanging foreign currencies; and SEC fees or
other fees or taxes required by law. Broker-dealers and certain underlying investments may charge
direct fees and indirect fees. Direct fees are taken directly from the brokerage account in the form of
commissions on transactions and will appear on your monthly or quarterly statement. Indirect fees
include order routing rebates that the brokerage firm receives for routing your order, and management
fees charged by certain underlying products, including ETFs, which is disclosed in the prospectus. Clients
are encouraged to contact their selected broker-dealer for a full list of fees that may be charged.
Upon notification of the death of a client, Parrot will cease advisory services immediately, deactivate the
user's account for Parrot, and cease billing. Importantly, this will not affect the account held at the
client’s selected broker-dealer. The client’s beneficiary or executor will need to notify the broker-dealer
of record in order to restrict trading outside of Parrot, and transfer the account to a beneficiary or
estate account.
Clients can cancel their subscription and delete their account with Parrot anytime. When a premium
service subscription is canceled, clients will be able to access Parrot through their next billing date.
Clients may request immediate termination of the premium service and a pro-rata refund of all prepaid
fees paid by emailing us at hello@parrotfinance.io.

Item 7 – Types of Clients
Parrot provides their portfolio services to individuals. There is a minimum account size of $250.00.