Use of the platform
WealthPie sells SaaS subscriptions for self-directed portfolio tracking, educational allocation planning, and deposit allocation estimates. WealthPie does not process investment funds, place trades, or recommend securities.
Terms of Use
These terms explain the intended use of WealthPie across web, iPhone, and Android experiences for pie-based strategy planning, brokerage data sync, deposit allocation estimates, and portfolio organization.
No brokerage, advisory, custody, or banking service
WealthPie is not a broker-dealer, investment adviser, portfolio manager, custodian, bank, or tax adviser. WealthPie does not custody funds, hold assets, process investment deposits, submit orders, recommend securities, or provide investment advice.
Prototype information
Charts, performance numbers, reviews, and market data shown in this application may be sample data for design and testing purposes unless explicitly connected to a live provider.
User responsibilities
Users are solely responsible for keeping account credentials secure, selecting securities, reviewing allocation percentages before saving, making allocation decisions, and understanding any tax or investment impact before changing pies or slices.
Subscription billing
Stripe is used only for WealthPie subscription billing. Subscription payments are not investment deposits and are not used to buy securities.
Subscription terms
Subscription fees are billed in advance. Cancellations take effect at the end of the current billing period. WealthPie does not provide refunds for partial months of service. WealthPie reserves the right to change pricing with notice.
Changes to terms
WealthPie may update these terms as the product evolves. Continued use of the application after an update means you accept the revised terms.