Terms of Service
Last updated July 18, 2026
These terms govern your use of Simplified My Wealth. By creating an account or using the product, you agree to them.
Legal review required before public launch
This document is honest, product-accurate scaffolding written by the team. The legal wording still requires review by a qualified attorney before public launch.
The service
Simplified My Wealth, operated by [LEGAL ENTITY NAME], is a financial-information dashboard that aggregates and displays financial data you connect or enter. It is provided on a beta basis and may change or be unavailable at times.
Not financial advice
The product does not provide personalized investment, tax, or legal advice. Projections, scenarios, and estimates are illustrative only and are not guarantees. You are responsible for your own financial decisions and should consult a qualified professional where appropriate.
Accuracy and availability
Data may be delayed, incomplete, or estimated, including balances, market values, and dividend information sourced from third parties such as Plaid. We do not guarantee accuracy, completeness, or uninterrupted availability. Verify important figures with your institution.
Your account
You are responsible for maintaining the confidentiality of your login and for activity under your account. Connect only accounts you are authorized to access. You may disconnect institutions or stop using the product at any time.
Acceptable use
Do not misuse the product, attempt to access other users' data, disrupt the service, or use it for unlawful purposes.
Disclaimers and limitation of liability
The product is provided "as is" without warranties of any kind. To the maximum extent permitted by law, [LEGAL ENTITY NAME] is not liable for any indirect, incidental, or consequential damages, or for decisions made in reliance on information shown in the product.
Governing law
These terms are governed by the laws of [GOVERNING JURISDICTION], without regard to conflict of law principles.
Contact
Questions about these terms can be sent to support@simplifiedmywealth.com.