Beta disclosure

Features may change, break, or be temporarily unavailable. You may encounter bugs, delays, or incomplete data. We are actively improving the product and appreciate your patience and feedback.

Account balances, holdings, market values, dividend information, and projections are gathered from third parties or calculated from available data. They may be delayed, incomplete, or estimated, and should not be relied on for time-sensitive financial decisions. Always verify important figures directly with your financial institution.

Simplified My Wealth is an informational dashboard. It does not provide personalized investment, tax, or legal advice. Projections and scenarios are illustrative estimates, not guarantees of future results.

Accounts are connected through Plaid. Connecting an account gives Simplified My Wealth read-only access to the data Plaid provides. Disconnecting an institution stops future syncing and removes its data from your dashboard — it does not close, modify, or affect your underlying financial account in any way.