Compliance & disclosures

Crestview Capital Bank provides a consolidated view of externally held accounts and a set of banking and transfer tools built around that view.

Availability of specific features may vary by jurisdiction and account type. Please review the terms applicable to your account for full detail.

Where Crestview does not directly hold an asset, positions are reflected based on information provided by the linked account or institution.

Balances shown in the portal are refreshed periodically and are intended for informational and reporting purposes.

Prices, valuations, performance history and benchmark comparisons shown in the portal are provided for information only and may be delayed or approximate.

Market data should not be relied upon as the sole basis for any investment decision.

Linking an external brokerage, crypto exchange or bank account uses a guided connection flow designed to protect your credentials.

Only enter credentials, API keys or account details into fields you trust and recognise as belonging to Crestview or its aggregation partners.

Holdings that appear after linking reflect the positions and balances reported by the connected account.

A withdrawal or transfer request moves through a review process, progressing through Submitted, Under review, Approved and Completed or Rejected states.

Settlement timing depends on the payment rail and destination institution and can vary from same day up to the window selected at submission.

Submitting a request may require acknowledging the applicable terms for that transfer type.

Nothing in this portal constitutes investment, financial, tax, accounting or legal advice, and nothing constitutes an offer, solicitation or recommendation to buy or sell any security or digital asset.

You should consult an appropriately qualified professional before making financial decisions.

Information you provide is used to operate your profile, linked accounts and transaction history within the portal.

Data is retained for as long as needed to provide the service and is handled in line with applicable privacy practices.