Terms of Service

Services

The WISE product is offered by Wealthie, Inc. Investment advice is provided by Wealthie Advisors LLC, an SEC-registered investment advisor. Information provided in relation to the product is for informational purposes only. Investments are held by an unaffiliated broker-dealer/custodian, and Wealthie Advisors manages client accounts in accordance with its investment strategies and clients' financial goals and risk tolerance. In certain cases, Wealthie, Inc. and Wealthie Advisors LLC may work alongside a client's existing financial advisor, as directed by the client.

Risk Warning

Investing in financial products involves risks, including the potential loss of principal. Past performance is not indicative of future results. The value of investments can go down as well as up, and you may not get back the amount invested.

Regulatory Status

Wealthie Advisors LLC is an SEC-registered investment advisor.

Tax Implications

The tax treatment of the WISE product and investments made using Wealthie Advisors’ service depends on your individual circumstances and may be subject to change in the future. Wealthie, Inc. and Wealthie Advisors LLC do not provide tax advice, and you should consult with a qualified tax professional regarding your specific situation.

Eligibility

You must be at least 18 years old and have the legal capacity to enter into a binding contract to use our products and services.

Account Registration

Certain features of Wealthie’s website, products, or services, require you to register for an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

Prohibited Activities

You agree not to engage in any of the following activities:

• Violating any applicable laws or regulations
• Infringing on the intellectual property rights of others
• Attempting to gain unauthorized access to our systems or other users' accounts
• Using the product for any illegal or unauthorized purpose
• Transmitting any viruses, malware, or other malicious code