Investor Guides

Each Investor Guide is a FINRA-reviewed, comprehensive brochure with an understandable explanation of an investment product or market. The site license of each Investor Guide is for display on your website or for electronic distribution, for an annual subscription fee

If you'd like to purchase a site license (or renew your site license), please download the appropriate site license contract form below. Complete and sign the form and e-mail to

All questions related to the site licenses, please e-mail

If you are a SIFMA member, please log in to gain access to the Site License Contract forms for members.


Click on the appropriate subscription term to download the Non-Member's Site License Contract form


  1-year Contract

  2-year Contract

  3-year Contract