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Flex and Premium are two different ways to access Atlas. Flex keeps the upfront cost lower. Premium has a higher upfront fee, but a lower ongoing monthly platform fee and more technology included from the start.

• Flex: $2,495 upfront + $399/month. Includes 1 account connection, equities algorithms and core Atlas platform access. Agentic Trading Technology and Options Trading Technology are available separately as paid add-ons.
• Premium: $9,995 upfront + $149/month. Includes 1 account connection, equities algorithms, core Atlas platform access, access to Agentic Trading Technology upon release and access to Options Trading Technology upon release.

Flex is designed for clients who prefer a lower upfront entry point and the flexibility to add advanced capabilities individually. Premium is designed for clients who prefer the lower monthly platform fee with access to advanced technology upon release already included in the plan.

One connection means one specific brokerage account, not one brokerage firm.

For example, an Individual account and a Roth IRA are two separate account connections even if both are held at the same brokerage. The same applies if the accounts are held at two different supported brokerages.

If you need to connect another brokerage account, an additional account connection can be purchased within the Atlas platform for $3,500.

Flex is structured around a substantially lower upfront entry point. Flex begins at $2,495 upfront and carries a $399 monthly platform fee.

Premium uses the opposite structure: a higher $9,995 upfront software-access fee with a lower $149 monthly platform fee.

This is why Flex should be viewed as a separate access structure rather than a discounted version of Premium.

Premium includes access to Agentic Trading Technology upon release and access to Options Trading Technology upon release as part of the Premium plan.

Under Flex, those capabilities are not included in the standard package and are instead available separately as paid add-ons.

Yes. Flex is specifically structured so supported advanced capabilities can be added individually.

Agentic Trading Technology and Options Trading Technology can be purchased separately under the applicable Flex add-on structure when available.

No. Flex is a separate pricing path. The $2,495 Flex upfront payment is not treated as a credit toward the $9,995 Premium upfront price.

If you choose Flex, you can instead add supported advanced capabilities individually under the Flex add-on structure.

A private demonstration gives you a guided walkthrough of Atlas and lets you compare Flex and Premium directly with a member of the team.

Eligible clients may also receive a separate Private Enrollment offer after the demonstration. If that offer is issued, that specific offer remains available for 48 hours.

• The 48-hour window applies only to the Private Enrollment offer.
• It does not create a deadline on standard Flex or Premium pricing.
• Exact Private Enrollment pricing and terms are provided after the demonstration when applicable.

No. The listed fees are for Atlas software licensing and technology access. They do not include money to trade with.

You fund and maintain your own connected brokerage account separately. Atlas Trade AI does not hold the trading capital in that brokerage account.

Atlas uses Stripe for software-licensing payment processing. The pricing page also presents a 30-day refund window and dashboard-based cancellation controls.

The applicable enrollment terms and policies presented at purchase control the exact billing and refund conditions for your account.