Wealthbeat
Legal

Terms of Use

Effective January 2, 2025
1

Acceptance of Terms

By accessing or using WealthBeat, you agree to be bound by these Terms of Use. If you do not agree, please discontinue use of our services.

Your continued use of WealthBeat constitutes your acceptance of these Terms and any future amendments.

2

Description of Service

WealthBeat provides financial management tools that allow users to track their expenses, income, and investments in one place. We do not store bank credentials or facilitate direct financial transactions.

Our services include but are not limited to:

  • Financial dashboard for tracking income and expenses
  • Budget creation and management tools
  • Investment portfolio tracking
  • Financial insights and reports
  • Goal setting and progress tracking
3

User Responsibilities

As a WealthBeat user, you have the following responsibilities:

  • Accurate Information: You must provide accurate and up-to-date information.
  • Account Security: You are responsible for maintaining the confidentiality of your account credentials.
  • Legal Compliance: You may not use WealthBeat for any unlawful or fraudulent activity.
  • Age Requirement: You must be at least 18 years old to use our services.
  • Account Management: You are responsible for all activity that occurs under your account.
4

Privacy and Security

Your privacy is important to us. Our Privacy Policy explains how we collect and use your information.

We implement industry-standard security measures to protect your data, but we cannot guarantee absolute security. You are responsible for:

  • Using strong, unique passwords
  • Not sharing your account access with others
  • Notifying us immediately of any suspected security breaches
  • Keeping your device and software updated

Never share your WealthBeat password with anyone. Our team will never ask for your full password.

5

Limitation of Liability

WealthBeat provides financial insights but does not offer financial, investment, or legal advice. We are not liable for any financial decisions you make based on our services.

To the maximum extent permitted by law, WealthBeat and its affiliates shall not be liable for:

  • Any indirect, incidental, special, consequential, or punitive damages
  • Loss of profits, data, use, goodwill, or other intangible losses
  • Any damages resulting from your use or inability to use the service
  • Any unauthorized access to or alteration of your data

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

6

Modifications to Terms

We reserve the right to update these Terms at any time. Changes will be posted on this page, and continued use of our services constitutes acceptance of the revised terms.

  • We will notify you via email or through in-app notifications for significant changes
  • We may require you to provide consent to the updated Terms to continue using our services
  • The effective date at the top of this page will be updated to reflect when changes take effect
7

Changes to Terms

We may update these Terms from time to time. Any changes will be posted on this page, and the updated date will be reflected at the top. We encourage you to review these Terms periodically.

If you continue to use WealthBeat after changes to the Terms, you accept and agree to the updated Terms. If you do not agree with the updated Terms, you should discontinue using our services.

Have questions?

Read our Privacy Policy or get in touch with our team.