Terms of Service

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.

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.

Pattern Day Trader Requirements:

• You must maintain a minimum account balance of $25,000 in your margin account at all times.
• Falling below this threshold will result in your broker restricting your ability to day trade until the minimum is restored.
• This rule applies to margin accounts only—cash accounts are not subject to PDT rules but have different settlement requirements.

RelayDesk's Role:

• It is YOUR responsibility to monitor your day trading activity and account balance.
• Your broker is responsible for enforcing PDT rules and may restrict your account if you violate these requirements.
• RelayDesk will continue to route signals even if you are in violation of PDT rules, your broker will reject the orders.

Day Trade Definition:

• A day trade is the purchase and sale (or sale and purchase) of the same security on the same day in a margin account.
• Options day trades count toward PDT calculations.

Recommendation:

If you are concerned about PDT rules, consider:

• Using a cash account (no PDT restrictions, but T+2 settlement applies)
• Maintaining well above the $25,000 minimum in margin accounts
• Limiting your day trades to fewer than 4 per rolling 5-business-day period
• Consulting with your broker about their specific PDT policies

Further Information:

Visit FINRA's website or consult with your broker for complete details on Pattern Day Trader rules.

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:

• Free Plan: Community support only (best effort, no guaranteed response time)
• Basic Plan: 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

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

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.

Immediate Effects

• All active bots are immediately deactivated and stopped.
• No further signals will be processed or executed.
• OAuth connections to your broker accounts are automatically revoked.
• You lose access to the RelayDesk platform and all features.

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

• You retain read-only access to your trade history and bot configurations for 30 days after termination.
• Use this period to export your data if needed; CSV and JSON formats are available.
• After 30 days, your account data is permanently deleted in accordance with the Data Retention Policy in Section 8.4.

Broker Connections

• OAuth tokens are revoked immediately upon termination.
• You can re-authorize RelayDesk access directly through your broker's dashboard if you reactivate your account in the future.
• Your broker may send you a notification about the revoked access.

Reactivation

• You may reactivate a voluntarily terminated account within 30 days by contacting [email protected].
• Accounts terminated by RelayDesk for Terms of Service violations may not be eligible for reactivation.
• After 30 days, you must create a new account and all historical data will be permanently lost.

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

• Paid subscriptions are not refunded upon termination as described in the Refund Policy in Section 4.
• Auto-renewal is immediately canceled upon termination.
• No further charges will be processed after your account is terminated.