Terms of Service

1. Introduction

Welcome to our Wealth Management Platform. By accessing or using our service, you agree to be bound by these Terms of Service. Please read them carefully.

2. Service Description

Our platform provides wealth management and financial tracking services that may include:

  • Aggregation of financial information from various sources
  • Analysis of financial data and portfolio performance
  • Personalized financial insights and recommendations
  • Email scanning for financial statements and related information

3. User Accounts

To use our service, you must create an account and provide accurate information. You are responsible for:

  • Maintaining the confidentiality of your account credentials
  • All activities that occur under your account
  • Notifying us immediately of any unauthorized use of your account

4. Data Access and Usage

By using our service, you grant us permission to:

  • Access and scan your Gmail for financial information with your explicit consent
  • Process and analyze your financial data to provide our services
  • Store encrypted versions of relevant financial information

5. User Restrictions

When using our service, you agree not to:

  • Use the service for any illegal purpose or to violate any laws
  • Attempt to gain unauthorized access to any part of the service
  • Interfere with or disrupt the integrity or performance of the service
  • Share your account credentials with any third party
  • Use the service to transmit any harmful code or materials

6. Disclaimers and Limitations

Our service is provided "as is" without warranties of any kind, either express or implied.

  • We do not guarantee the accuracy of financial insights or recommendations
  • Investment decisions should be made after consulting with a qualified financial advisor
  • We are not responsible for any financial losses resulting from use of our service
  • Service availability may vary and we do not guarantee uninterrupted access

7. Termination

We reserve the right to suspend or terminate your access to the service:

  • For violations of these Terms of Service
  • If we suspect fraudulent, abusive, or illegal activity
  • If you fail to comply with our reasonable requests

You may terminate your account at any time by contacting us directly.

8. Changes to Terms

We may modify these Terms of Service at any time. Continued use of the service after any changes constitutes acceptance of the new terms.

9. Contact Information

For questions about these Terms of Service, please contact us at2investwork@gmail.com

Last Updated: 8/9/2025