Form CRS

{
  "id": "MLC-T-FIN-000170",
  "term": "Form CRS",
  "field": "Finance and investing",
  "definition": "Form CRS is a client or customer relationship summary. Advisers and brokers are required to deliver a relationship summary to you when starting a relationship with you or when your account changes (e.g., you rollover an IRA). The relationship summary contains important information about the advisory or brokerage firm.\n\nChoosing or continuing to work with a financial professional is an important decision. Advisers and brokers offer different types of services and are paid differently. Reading a relationship summary can help you decide if an advisory or brokerage firm is right for you. You can find a firm’s relationship summary using the free and simple search tool on Investor.gov.",
  "references": [
    "SEC Investor.gov Glossary"
  ],
  "url": "https://mlchart.com/terminology/finance/form-crs/"
}