Terms

Terms for using WealthSync.

WealthSync is a portfolio information and reporting tool. It does not place trades, move money, provide brokerage services or provide personal financial advice.

Subscription access

Access requires an active or paid-through Stripe subscription unless private admin access has been granted.

Your responsibility

You are responsible for checking imported data, manually entered trades, ticker symbols, reports and AI-generated commentary before relying on them.

Subscriptions

WealthSync is billed monthly through Stripe. If you cancel, access remains active until the end of the paid billing period, subject to Stripe status.

No advice

WealthSync provides analysis, organisation and reporting tools. It does not recommend that you buy, sell or hold any investment.

Availability

Market data, AI services, hosting and payment services may occasionally be unavailable or delayed. Features may change as the product improves.

Acceptable use

Do not misuse the service, attempt to access another user’s data, abuse AI generation, or upload malicious files.

Contact

Questions about these terms can be sent to admin@swheatlabs.com.

WealthSync is built for informed portfolio review.

Please verify data before making financial decisions.

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