Terms of Service

1.1 Broker Relationship

RelayDesk is a software technology service that connects to your existing brokerage account via OAuth. We are NOT a broker-dealer, investment advisor, or financial services firm.

• Your Broker: You maintain a direct account with a supported registered broker-dealer of your choice. Your relationship with your broker is governed by their terms and agreements.
• Our Role: We parse authorized signals, evaluate them against your predetermined instructions, and route qualifying broker-compatible orders through a broker-approved connection.
• No Custody: We never hold, custody, or have access to your funds or securities.
• Signal Sources: You independently select and authorize your own signal sources, which may include third-party community publishers. RelayDesk does not originate, curate, or endorse third-party signals.
• No Discretion: RelayDesk does not independently choose securities or decide whether a trade is suitable for you. You control signal selection, filters, sizing, risk settings, and automation activation. Orders may be submitted automatically under those instructions.

All trading occurs in YOUR brokerage account under YOUR name with YOUR registered broker-dealer. You are responsible for ensuring your broker account is properly funded and in good standing.

1.2 Account Funding and Trading Requirements

Minimum Account Balance: RelayDesk does not impose minimum account balance requirements. Your broker may require minimum balances for live trading accounts. Options trading typically requires multi-leg options approval (or equivalent) from your broker. Check with your broker for specific account and approval requirements.

Margin and Buying Power: RelayDesk bots perform a buying power check before attempting to enter a trade. If the check indicates insufficient buying power, the bot will not submit the order. Buying power checks rely on data provided by your broker's API at the time of the check; this data may be delayed, inaccurate, or incomplete. RelayDesk does not guarantee the accuracy of buying power information and is not responsible for rejected orders, margin calls, or losses resulting from discrepancies between reported and actual buying power. You are responsible for maintaining adequate buying power for your strategies. Margin calls, liquidations, and account restrictions are managed solely by your broker.

Options Trading Approval: You must have appropriate options trading approval from your broker before executing options strategies. 0DTE options and certain complex strategies may require elevated approval levels. Futures and other derivatives require separate broker approvals.

RelayDesk cannot execute trades in accounts lacking proper permissions, your broker will reject such orders, and RelayDesk bears no responsibility for these rejections.

1.3 Bot Execution Logic and Behavior

How Bots Process Signals:

• A subscriber-authorized source, including a compatible webhook provider or community publisher, makes an eligible signal available to RelayDesk
• RelayDesk parses the authorized signal and validates supported fields and format
• The software tests the parsed signal against your predefined instrument filters, position sizing, entry conditions, and risk limits; non-matching signals are rejected
• If your automation is active and the signal qualifies, RelayDesk translates it into a broker-compatible order and submits it through your authorized broker connection, without further trade-by-trade approval
• Your broker attempts to execute the trade (or rejects it due to insufficient funds, permissions, market conditions, etc.)

RelayDesk does not guarantee order execution, order fills, or fill prices. Execution outcomes are determined by your broker and prevailing market conditions.

Signal Format and Access: Supported signal integrations may use webhooks, structured messages, or authorized text parsing. Malformed, stale, inaccessible, or unsupported signals may be rejected or fail to process. You are responsible for ensuring you have permission to receive and use a source. RelayDesk does not guarantee signal delivery, interpretation, or execution. Applicable integration requirements are described in platform documentation.

Conditional Logic: The software mechanically applies your existing configuration to eligible parsed signals. It does not exercise independent investment judgment, determine suitability, or modify a publisher's investment thesis. Different subscribers may obtain different results from the same signal because their independently chosen rules differ.

Subscriber Activation and Intervention: You decide when each automation is enabled, paused, or stopped. You may adjust your configuration or intervene through the platform and your broker, subject to availability. Pausing or terminating automation does not itself close open positions or cancel broker-held orders unless the applicable feature explicitly provides that function.

Order Types Supported: Market orders, limit orders, and stop orders are supported, with availability varying by broker. Multi-leg options spreads are also supported where your broker allows. Check relaydesk.io/integrations for broker-specific order type support.

Execution Timing: RelayDesk does not guarantee any specific time for webhook processing, order submission, or trade execution. Timing depends on factors including connectivity, system availability, broker API response times, and market conditions. Market orders may experience slippage; limit orders may not fill.

Partial Fills: Partial fills are handled by your broker according to their policies. RelayDesk reports fill information as received from your broker but does not manage partial fill scenarios.

Bot Pausing and Deactivation: Bots automatically pause if your broker OAuth token expires or is revoked. You can manually pause or unpause bots at any time via the dashboard. Paused bots will not execute any incoming signals until reactivated. Deleting a bot does not close existing positions, you are solely responsible for manually closing any open positions.

1.4 Regulatory Status

RelayDesk is NOT:

• A registered broker-dealer under the Securities Exchange Act of 1934
• A registered investment adviser under the Investment Advisers Act of 1940
• A registered commodity trading advisor under the Commodity Exchange Act
• A member of FINRA, SIPC, NFA, or any securities or commodities exchange

RelayDesk operates as a software technology provider connecting subscriber-authorized signals and broker accounts. We do not provide personalized investment advice or tailor our services to individual investment objectives. Regulatory obligations depend on applicable law and our actual activities; nothing in these Terms limits the authority of any regulator.

2.1 Educational and Informational Purposes Only

RelayDesk is a provider of educational content and software solutions. All content, tools, software, data, and material provided on the RelayDesk platform are for informational and educational purposes only.

Nothing contained herein should be construed as financial, investment, legal, tax, or trading advice. RelayDesk is not a solicitous service, and no material produced by RelayDesk should be interpreted as a recommendation to buy, sell, or hold any specific security, commodity, future, or other financial instrument. You acknowledge that any investment decisions you make are based solely on your own independent research and judgment.

2.2 RelayDesk is Not an Investment Adviser

RelayDesk is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC), or any other regulatory body in any jurisdiction.

The Investment Advisers Act of 1940 provides a publisher's exclusion for certain qualifying bona fide publications of general and regular circulation. Whether an independent publisher may rely on that exclusion depends on its actual content and conduct under applicable law, including the principles discussed in Lowe v. SEC. RelayDesk does not represent that every publisher, signal source, or RelayDesk service qualifies for this exclusion. RelayDesk's regulatory status depends on its actual activities and applicable law, and no provision of these Terms constitutes a legal determination of exemption.

2.3 Research Module Clarification

The Research Module is available to Advanced and Pro Plan subscribers only.

The Research Module provides:

• Platform usage analytics and bot performance metrics for your trades
• Historical trade pattern analysis for your trades only
• Risk/reward ratio calculators and position sizing tools
• Educational content about options Greeks, volatility, and technical concepts
• Trade journaling and performance tracking features

The Research Module is not investment research or market analysis. It provides tools for you to analyze your own trading data and educational resources about trading concepts. It does not provide personalized advice or recommendations about what to trade. All analysis tools and educational content are for informational and educational purposes only.

3.1 Simulated Performance Disclosure

HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE ACTUAL PERFORMANCE RECORDS, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT ACTUALLY BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN.

4.1 Thirty-Day Free Trial

New accounts may be eligible for a one-time thirty (30) day trial. Unless the signup offer specifies a different paid plan, the default trial is for Basic. The selected plan, billing interval, amount due at conversion, and first charge date are disclosed before payment authorization.

• Payment Method Required: A valid payment method must be provided at signup. No charge is assessed during the trial period.
• Scope of Trial: Trial features and limits correspond to the plan shown and selected at signup. Any higher-tier trial access must be expressly disclosed during enrollment.
• Automatic Conversion: Unless you cancel before the trial expires, your subscription converts to the paid plan and billing interval disclosed and accepted at signup. The payment method on file is charged the disclosed amount plus applicable taxes. The billing anniversary begins on the conversion date.
• Cancellation During Trial: You may cancel at any time before the trial expires from your account settings. Upon cancellation, no charge is assessed, your access continues through the end of the trial period, and your bots are deactivated at expiration.
• One Trial Per User: The trial is limited to one per person and per payment method. Creating multiple accounts to obtain additional trial periods is a violation of Section 7 (Acceptable Use) and may result in termination without refund.
• Modification of the Offer: RelayDesk may modify, suspend, or discontinue the trial offer at any time on a prospective basis. Trials already in progress will be honored on the terms in effect when the trial began.

Trial accounts are subject to these Terms in their entirety, including the risk acknowledgments in Section 3 and the compliance obligations in Section 9.

Billing, Legacy Accounts, and Cancellation

• Subscriptions may be offered on monthly or annual billing terms, with prices and any annual discount disclosed before purchase. Subscriptions automatically renew at the applicable interval unless canceled. Any legacy free accounts still eligible under an earlier program may retain limited paper-only access until that program is retired upon notice; no new perpetual free plan is offered.
• You can cancel anytime from your account settings.
• You retain paid plan access until the end of the period already paid for unless the account is suspended or terminated for cause. Except as required by applicable law or expressly stated in these Terms, partial billing periods are not refunded.
• When cancellation or an unsuccessful renewal takes effect, paid features may be restricted, new live trading and new bot entries are disabled, and bots are paused. Cancellation alone does not delete the account or automatically close open broker positions. Any existing exit or protective-order handling depends on the applicable broker, order status, and current platform capabilities, and must not be relied on without independent broker monitoring. Reactivation of paused bots requires your action. Data access and deletion are governed by Sections 8.4 and 14.1.
• RelayDesk reserves the right to change pricing with 30 days advance notice to existing subscribers.

Plan Changes and Downgrades

On a downgrade, features and bot limits change to those of the new plan. Bots exceeding permitted limits may be paused. You must verify each bot status and reactivate eligible bots yourself. Downgrading does not automatically close open positions; you remain responsible for managing them at your broker.

Refund Policy

Trial Period: Where a free trial applies, the accepted signup terms govern its duration and conversion. A cancellation made before trial conversion prevents the scheduled paid conversion; refunds after conversion are subject to the policy below and applicable law.

Standard Refund Policy: Subscription charges are generally nonrefundable once the billing period starts, except where required by law or expressly offered by RelayDesk. Cancellation or downgrade ordinarily does not create a prorated refund.

Technical Issue Exception: If you experience verified technical issues that completely prevent service use, contact [email protected] within 7 days of the issue occurring. We will investigate and may offer refunds on a case-by-case basis at our sole discretion. Refunds are only considered for platform failures attributable to RelayDesk. Refunds are not provided for trading losses, broker issues, rejected orders, market conditions, or user error.

Billing Disputes: Contact [email protected] if you believe a charge is incorrect. Nothing in these Terms limits your statutory rights to dispute charges with your payment provider. We may investigate suspected fraud or abuse and take proportionate action where permitted by law.

6.1 Multiple Broker Accounts

Personal Use: You may connect multiple broker accounts under your name to a single RelayDesk account. Each connected broker account is treated independently with separate OAuth tokens. Bot limits apply per RelayDesk account, not per broker account. For example, a Pro Plan user with an 8-bot limit can allocate those bots across multiple connected broker accounts as they see fit.

Professional Money Managers: If you manage client accounts, each client account connection requires proper authorization as described in Section 6. You must have documented Limited Power of Attorney (LPOA) or Trading Authorization for each client account you connect to RelayDesk. Authorization must be granted through your broker's official process. RelayDesk may request proof of authorization documentation at any time. Professional money managers should consult legal counsel regarding Registered Investment Adviser (RIA) registration requirements, as managing client funds may require SEC registration.

Household Accounts: You may not connect accounts belonging to family members without proper legal authorization through your broker. Joint accounts require either both account holders to have separate RelayDesk accounts, or proper trading authorization granted by the broker to one account holder. Using a spouse's or family member's login credentials is prohibited. Each individual trader must have their own RelayDesk account.

Business and Entity Accounts: LLC, corporation, or trust accounts may be connected if you are an authorized signer on the account. Authorization documentation such as an operating agreement, corporate resolution, or trust documents may be required upon request. RelayDesk does not provide legal advice on entity structure or trading authorization.

Unauthorized Account Connections: Connecting broker accounts without proper authorization is a violation of these Terms of Service and may result in immediate account termination without refund. RelayDesk reserves the right to disconnect any broker account and suspend service if we reasonably believe proper authorization does not exist.

7.1 Prohibited Trading Activities

In addition to the general Acceptable Use restrictions, you may not use RelayDesk to engage in any of the following activities.

Market Manipulation

• You may not engage in wash trading, which involves buying and selling the same security to create artificial volume.
• Pump-and-dump schemes and coordinated price manipulation are prohibited.
• Spoofing or layering, which involves placing and rapidly canceling orders to manipulate prices, is prohibited.
• Front-running other traders using non-public information is prohibited.
• Coordinating with other RelayDesk users to manipulate specific securities is prohibited.
• Quote stuffing and other high-frequency manipulation techniques are prohibited.

Prohibited Strategies

• You may not use strategies designed to manipulate options pricing, gamma exposure, or max pain levels.
• Exploiting broker API vulnerabilities or errors for unfair advantage is prohibited.
• Circumventing broker risk controls or position limits is prohibited.
• Trading on material non-public information, commonly known as insider trading, is prohibited.

Regulatory Violations

• You may not violate your broker's terms regarding order types, frequency limits, or trading restrictions.
• Exceeding position limits set by exchanges or regulators is prohibited.
• Trading in restricted or sanctioned securities is prohibited.
• Using the platform for money laundering or terrorist financing is prohibited.
• Evading margin requirements or capital controls is prohibited.

Monitoring and Enforcement

• RelayDesk monitors trading patterns for suspicious activity.
• We cooperate fully with regulators, law enforcement, and broker-dealer compliance teams.
• Suspicious activity may be reported to the SEC, FINRA, CFTC, or other relevant authorities.
• Your broker may independently flag and restrict manipulative trading patterns.
• Violations of this section result in immediate account termination without refund and may include a permanent platform ban.
• RelayDesk may share information about violations with other trading platforms and industry databases.

8.1 OAuth Authentication

RelayDesk uses OAuth 2.0, an industry-standard authorization protocol, to connect to your brokerage account. When you connect your broker:

• You are redirected to your broker's secure authorization page to log in and approve the connection.
• You authorize RelayDesk to access your account on your behalf with specific permissions (scopes).
• Your broker issues RelayDesk a secure access token, we never see or store your broker login credentials.
• You can revoke RelayDesk's access at any time through your broker's dashboard or settings.
• Access tokens may expire periodically, requiring you to reauthorize the connection.

Security Note: OAuth ensures that your broker username and password are never shared with or stored by RelayDesk. Authentication occurs directly with your broker, and we only receive a limited-permission token to execute trades on your behalf.

8.2 Data and Privacy

• We store your trading data and analytics in a secure, encrypted database.
• We act as a technology intermediary, all orders execute in YOUR account at YOUR broker.
• Your broker maintains all regulatory records and trade confirmations.
• We do not process, hold, or have access to your funds or securities.
• We process and disclose account, trading, and integration data as reasonably necessary to provide the service, including with authorized brokers, payment providers, infrastructure and support vendors, and subscriber-authorized integrations; to maintain security and prevent abuse; and where required or permitted by law. Such processing and disclosures are further described in our Privacy Policy.

Third-Party Signal Content: RelayDesk processes only sources and content you authorize through supported integrations. Your access may depend on a publisher's community membership, channel or role permissions, or other entitlements. Where available, access and routes may be suspended when relevant permissions are revoked. RelayDesk does not claim rights to monitor unrelated private communities, channels, or messages.

• You retain ownership of your own trading data and strategies. Independent publishers retain their rights in their signal content and other intellectual property.
• We may use aggregated, anonymized data for platform improvements.

Privacy Policy: For complete details on how we collect, use, store, and protect your personal information and trading data, please review our Privacy Policy. The Privacy Policy is incorporated into these Terms by reference and forms part of your agreement with RelayDesk.

8.3 Security Practices

• All data transmissions are encrypted using TLS/SSL.
• OAuth access tokens are stored using AES-256 encryption at rest.
• We follow industry best practices for secure token handling and never expose tokens publicly.
• You are responsible for maintaining the security of your RelayDesk account credentials and should use a strong, unique password.

8.4 Data Retention Policy

Active Accounts:

• While your account remains active, we retain the trading and service data required to operate your account, subject to the retention periods and rights described in our Privacy Policy.
• Available exports of trading history or configurations may be requested or accessed through supported platform features or by contacting [email protected], subject to technical and legal limitations.

Account Termination or Deletion:

• Upon a verified account deletion request, we initiate deletion or de-identification of eligible personal data in accordance with our Privacy Policy and applicable law. Limited records may be retained for legal, security, billing, dispute-resolution, fraud-prevention, or market-data compliance requirements. Cancellation or expiry of a paid subscription alone does not constitute a deletion request.
• You may request a complete data export before account deletion by contacting [email protected].

Market Data Subscriber Records:

• Your market-data subscriber status attestation (see Section 9.3), including the status attested and the date attested, is retained indefinitely, including after account termination or deletion, to satisfy exchange and market-data recordkeeping obligations. This is an exception to the deletion timeline above.

Data Subject Rights:

• You may request access to, correction of, or deletion of eligible personal information, subject to applicable law and necessary retention exceptions.
• For data portability requests or questions about data retention, contact [email protected].

Aggregated Data: Anonymized, aggregated usage statistics (not linked to any individual) may be retained indefinitely for platform analytics and improvement.

9.1 State Securities Compliance (Blue Sky Laws)

RelayDesk operates nationwide, and you are responsible for ensuring that your use of automated trading software complies with your state's securities regulations. Some states may have specific requirements for algorithmic trading or may restrict certain types of automated trading activity.

By using RelayDesk, you represent and warrant that your use of our service complies with all applicable state securities laws in your jurisdiction. You agree to indemnify and hold RelayDesk harmless from any violations of state securities laws arising from your use of the platform.

9.2 Day Trading and Intraday Margin Requirements (FINRA Rule 4210)

FINRA amended Rule 4210 to replace its prior pattern day trader (PDT) provisions with new intraday margin standards. The amendments became effective June 4, 2026. FINRA permits broker-dealers to phase in implementation through October 20, 2027. During this transition, your broker may continue to apply the prior PDT framework, adopt the new intraday margin standards, or implement them on an account-by-account basis, as permitted by applicable rules.

Broker Requirements During Transition

For accounts still subject to the prior PDT framework, a broker may designate an eligible margin account as a pattern day trader based on applicable day-trading activity, including generally four or more day trades within five business days, subject to the relevant rule conditions. Under that framework, the $25,000 minimum equity requirement and associated day-trading restrictions may still apply.

For accounts transitioned to the new framework, intraday margin is assessed based on applicable intraday positions and market exposure rather than the former PDT trade-count designation and universal $25,000 PDT minimum. The new framework does not eliminate margin requirements or guarantee access to unlimited day trading. Brokers may impose stricter house requirements or restrict trading under their own risk policies.

Cash Accounts and Settlement

The PDT framework concerns margin accounts. Cash accounts remain subject to applicable settled-funds requirements, good-faith and freeriding restrictions, and broker policies. The standard settlement cycle for most U.S. securities transactions, including stocks and exchange-traded options, is T+1, meaning one business day after the trade date, subject to applicable exceptions.

Your Responsibilities

You are responsible for understanding the margin regime currently applied to each brokerage account, maintaining required equity and buying power, monitoring intraday exposure, and complying with settlement rules and any restrictions imposed by your broker. Confirm the applicable requirements directly with your broker before activating live automation.

RelayDesk's Role

RelayDesk Inc. provides user-directed trading automation technology. We do not determine your regulatory margin classification, approve margin privileges, guarantee buying power, or override broker restrictions. We may rely on broker-reported buying power and account information and apply user-configured risk controls. Your broker determines whether to accept, reject, restrict, or liquidate orders in accordance with its rules, policies, and applicable law. A signal may not result in an executed trade when brokerage restrictions apply.

For current requirements, consult your broker and FINRA Rule 4210, including the applicable implementation and transition guidance.

9.3 Market Data Subscriber Status

RelayDesk displays real-time and delayed market data, including options, equities, and index values, sourced from third-party data vendors and from the securities exchanges and their Securities Information Processors (collectively, the "Exchanges"). Your access to this market data is subject to the Exchanges' data agreements and policies, which distinguish between "Non-Professional" and "Professional" subscribers.

By accessing market data through RelayDesk, you represent and warrant that you qualify as a Non-Professional Subscriber, unless you have notified RelayDesk in writing that you are a Professional. You qualify as a Non-Professional Subscriber only if you are a natural person who uses the market data solely for your own personal, non-commercial purposes and you are NOT: (a) registered or qualified with the SEC, the CFTC, FINRA, any state securities agency, or any securities or commodities exchange or association; (b) an investment adviser under the Investment Advisers Act of 1940; (c) acting on behalf of, or using the data for the benefit of, any business, firm, or other entity; or (d) otherwise classified as a Professional under the applicable Exchange definitions. If you do not meet all of these criteria, you are a Professional Subscriber.

You agree to promptly notify RelayDesk at [email protected] if your status changes such that you no longer qualify as a Non-Professional Subscriber. Professional Subscribers may be subject to additional market-data fees imposed by the Exchanges, and RelayDesk may pass through such fees, suspend market-data access, or condition continued access on payment of those fees.

Market data is provided "as is," may be delayed, inaccurate, or incomplete, and is not guaranteed by RelayDesk or its data providers. You are solely responsible for the accuracy of the subscriber-status information you provide, and you agree to indemnify and hold RelayDesk harmless from any fees, penalties, assessments, or other losses arising from your misrepresentation of your subscriber status or your failure to notify RelayDesk of a change in status.

11.1 Customer Support and Service Level Commitments

Support Channels:

• Email Support: [email protected] (primary support channel)
• Documentation: Comprehensive guides at relaydesk.io/docs
• System Status: Real-time platform status at relaydesk.io/status

Response Time Commitments:

• Basic Plan (including accounts within the thirty-day trial period): 48-hour email response time during business days (Monday-Friday, 9 AM - 5 PM ET, excluding holidays)
• Advanced Plan: 24-hour email response time during business days
• Pro Plan: 12-hour priority email response time during business days, including limited weekend monitoring for critical issues

Business Days Defined: U.S. business days, excluding federal holidays and weekends. Support requests submitted after 3 PM ET Friday may not receive response until the following Monday.

What We Support:

• Platform functionality questions and troubleshooting
• OAuth connection and broker integration issues
• Bot configuration assistance and webhook debugging
• Billing, subscription, and account management questions
• Bug reports and feature requests
• Data export and account deletion requests

What We Don't Support:

• Trading advice, strategy recommendations, or signal generation
• Broker account issues (contact your broker's support directly)
• TradingView or other signal source platform configuration (contact their support)
• General trading education, options pricing theory, or technical analysis concepts
• Tax preparation or legal advice
• Guaranteed profitability or trading outcomes

System Status and Incident Notifications:

• Subscribe to status updates at relaydesk.io/status
• Receive immediate email/SMS notifications for platform incidents
• Scheduled maintenance announced minimum 48 hours in advance
• Emergency maintenance may occur with minimal notice for security issues

11.2 Beta Features and Experimental Functionality

RelayDesk may offer beta, alpha, or experimental features to gather user feedback and test new functionality before general release.

Identification:

• Beta features are clearly marked with "Beta," "Alpha," or "Experimental" labels in the UI
• Features in testing may be available only to select users or plan tiers
• Some beta features require explicit opt-in via account settings

Beta Feature Terms:

• Beta features are provided "AS IS" with no warranties, guarantees, or service level commitments
• Beta features may be unstable, contain bugs, or have incomplete functionality
• Beta features may change significantly or be discontinued at any time without notice
• Beta features may be removed without advance warning, even if you rely on them
• No refunds, credits, or compensation are provided if beta features are discontinued

Risk Warning:

• DO NOT use beta features for live trading strategies unless you are fully prepared for potential losses
• Always test beta features extensively in paper trading mode first
• Beta features may execute trades incorrectly, fail silently, or behave unpredictably
• RelayDesk assumes no liability for losses incurred while using beta features

Feedback and Participation:

• Feedback on beta features is appreciated and helps improve the platform
• Participation in beta testing is voluntary and can be opted out at any time
• Beta testers may be invited to provide structured feedback via surveys or interviews
• Particularly active beta testers may receive early access to future features (discretionary)

Data Collection:

• Beta features may collect additional telemetry, logs, and usage data for improvement purposes
• Telemetry data is anonymized and aggregated, we do not sell beta user data to third parties
• You can review data collection practices in our Privacy Policy
• Opting out of beta features stops additional data collection related to those features

Graduation from Beta:

• Successful beta features are promoted to general availability (GA) after testing period
• GA promotion may include feature refinements based on beta feedback
• You will be notified when beta features you use transition to GA status
• Transitioning to GA does not change pricing unless explicitly communicated

12.1 Indemnification

You agree to indemnify, defend, and hold harmless RelayDesk Inc., its officers, directors, employees, agents, contractors, and affiliates from and against any and all claims, damages, obligations, losses, liabilities, costs, debts, and expenses, including but not limited to reasonable attorneys' fees and court costs, arising out of or related to the following.

Your Conduct

• Your use or misuse of the RelayDesk platform
• Your violation of these Terms of Service
• Your violation of any applicable laws, regulations, or third-party rights
• Your trading activities and any losses, damages, or disputes arising therefrom

Unauthorized Activity

• Unauthorized access to brokerage accounts or trading without proper authorization
• Sharing your account credentials or allowing others to use your RelayDesk account
• Connecting broker accounts you are not legally authorized to trade

Content and Marketplace

• Any content you submit, share, or upload to the platform or Marketplace
• Infringement of intellectual property rights, privacy rights, or other third-party rights
• False, misleading, or defamatory content you create or share

Third-Party Claims

• Claims by your broker, signal source provider, or other third parties related to your use of RelayDesk
• Disputes with other RelayDesk users arising from Marketplace transactions or communications
• Claims arising from your use of beta features or experimental functionality

Regulatory and Compliance

• Violations of securities laws, commodities regulations, or tax laws
• Market manipulation, fraud, or other illegal trading activities
• Failure to maintain proper authorization for accounts you connect to RelayDesk

Indemnification Process

• RelayDesk Inc. will provide you with prompt notice of any claim subject to indemnification.
• You will cooperate fully with RelayDesk Inc. in the defense of any claim.
• RelayDesk Inc. reserves the right to assume exclusive defense and control of any matter subject to indemnification, at your expense.
• You may not settle any claim without RelayDesk Inc.'s prior written consent.

Limitation: This indemnification obligation does not apply to claims arising solely and directly from RelayDesk Inc.'s gross negligence or willful misconduct.

Survival: This indemnification obligation survives termination of your account and these Terms of Service.

14.1 Effect of Termination on Trading Activity

Account consequences depend on whether you cancel a paid subscription, enter a restricted account state, request deletion, or are suspended or terminated for cause.

Immediate Effects

• On cancellation or expiration, bots are paused from opening new positions. On suspension or termination for cause, automation may be disabled immediately. Do not assume existing broker orders or platform-managed exit instructions will remain active.
• New signal-triggered entries are not processed while applicable automation is paused or disabled. Existing broker-held orders and positions remain subject to broker rules and the actual order state.
• Broker connections may remain available in a restricted account state, or may be disconnected or revoked on account deletion, security suspension, or termination for cause. You can revoke authorized broker connections through the broker.
• Access to features, historical data, and exports varies by account state and may be restricted, subject to the Privacy Policy and applicable law.

Open Positions

• RelayDesk does not automatically close your open positions upon termination.
• You remain solely responsible for managing and closing all open positions at your broker.
• Open positions continue to exist in your brokerage account and remain subject to market risk.
• You must log into your broker directly to manage any existing positions.
• This is your responsibility regardless of the reason for termination.

Data Access

• Cancellation or a restricted account state does not automatically erase account data. Where supported, account data may remain accessible for export. Account deletion may end account access and begins the applicable retention and deletion process described in Section 8.4.
• Request any needed export before deleting your account. Availability, format, and retention are subject to supported platform capabilities and legal requirements.
• No universal 30-day read-only access or automatic deletion period is promised following cancellation or termination; see Section 8.4 and the Privacy Policy.

Broker Connections

• Broker authorization may be disabled or revoked upon deletion, security suspension, or termination. You should independently verify the status of any broker-side orders and access.
• Reconnection, where permitted, requires a new authorization through the supported broker process.
• A broker may separately notify you about connection changes.

Reactivation

• Reactivation of a restricted subscription may be available through billing settings or support, subject to eligibility and payment. Reactivation of a terminated account is not guaranteed.
• Accounts terminated for violations may be ineligible for restoration.
• Data may be unavailable after deletion or expiration of the applicable retention period. RelayDesk does not guarantee restoration of deleted records.

Emergency Position Management

• If your account is terminated unexpectedly, immediately log into your broker to assess any open positions.
• Consider setting appropriate stop-loss orders directly at your broker if you are concerned about potential service interruption.
• Monitor your broker account independently and do not rely solely on RelayDesk for position management.
• Your broker's mobile app, web platform, or phone support can be used to manage positions in an emergency.

Subscription Billing

• Subscription refunds, if any, are governed by Section 4 and applicable law.
• Cancellation prevents future subscription renewals after the current paid period. Termination for cause may immediately end access.
• Outstanding lawful charges or adjustments may still apply; otherwise no new subscription renewal is charged after cancellation becomes effective.

16.1 RelayDesk Ownership

RelayDesk and its licensors retain all right, title, and interest in and to:

• The RelayDesk platform, software, and technology
• All source code, algorithms, and proprietary methods
• RelayDesk trademarks, logos, and brand assets
• Platform documentation, user guides, and educational content
• Aggregated, anonymized usage data and analytics

You are granted a limited, non-exclusive, non-transferable, revocable license to use the RelayDesk platform solely for your personal trading activities in accordance with these Terms. This license does not grant you any ownership rights in the platform.

16.2 Your Content Ownership

You retain all ownership rights to:

• Your original trading signals and strategies that you create on third-party platforms
• Your bot configurations, risk parameters, and automation rules
• Your personal trading data and performance records
• Any custom indicators, scripts, or analysis you create outside RelayDesk

By using RelayDesk, you grant us a limited, worldwide, royalty-free license to process and store your trading data and signal configurations solely as needed to operate and provide the service. You represent that you have rights or authorization necessary for any third-party signal content you choose to connect. Nothing in these Terms transfers a publisher's ownership rights to you or RelayDesk.

16.3 Restrictions

You may not:

• Reverse engineer, decompile, or disassemble the RelayDesk platform
• Copy, modify, or create derivative works of RelayDesk software
• Remove or alter any proprietary notices or labels
• Use RelayDesk's name, trademarks, or branding without written permission
• Sell, sublicense, or commercially exploit any part of the platform
• Use the platform to develop competing services

You may not access, ingest, redistribute, or commercially exploit publisher content, communities, channels, or messages without the necessary permissions. Use of RelayDesk does not override publisher membership requirements, content licenses, or third-party platform terms.

16.4 Feedback

If you provide feedback, suggestions, or ideas about RelayDesk, you grant us the right to use such feedback without compensation or obligation to you. We may use your feedback to improve the platform or develop new features.

16.5 Data Export

You may export your personal trading data (trade history, bot configurations, analytics) at any time in CSV or JSON format through your account dashboard. This data export right is subject to technical limitations and does not extend to RelayDesk's proprietary software, algorithms, or aggregated platform data.