Terms of Service

These Terms govern access to and use of Wealth Insight Sync.

Last updated

March 31, 2026

Terms of Service

Wealth Insight Sync is operated by Wealth Insight Sync LLC, a California limited liability company. By accessing or using Wealth Insight Sync (the “Service”), you agree to be bound by these Terms of Service (the “Terms”). If you do not agree, do not use the Service.

Eligibility

You must be at least 18 years old, or the age of majority in your jurisdiction, to create an account and act as the account holder.

Account Verification and Linking

You agree to provide accurate account information and maintain control of the email address used for sign-in.
We may rely on identity and authentication providers (including Clerk) to verify account emails and identity signals.
To support account integrity, prevent duplicate accounts, and process invite workflows, we may link your authenticated sign-in to an existing Wealth Insight Sync profile that matches your verified email address.
Verification or linking does not by itself grant payment authority, bank-link authority, legal authority, or expanded household-sharing permissions.

Description of Service

Financial tracking, budgeting, goal setting, and reporting tools
Net worth tracking and debt management calculators
Scheduling and bill reminder features
Optional read-only bank account connectivity via Plaid
Advisor-client management tools
Guardian-managed family organization features
AI-powered receipt scanning and OCR extraction on supported plans

Financial Disclaimer

Important Financial Disclaimer

The Service provides computational modeling, informational, and calculation tools only and does not constitute financial, investment, tax, or legal advice, and does not make recommendations. Wealth Insight Sync is not a registered investment advisor, broker-dealer, financial planner, or licensed financial institution.

Advisor Responsibility Clause

Advisor responsibility remains with the advisor

For advisor-facing workflows, Wealth Insight Sync provides organization, visibility, and computational tools only. The advisor remains solely responsible for recommendations, suitability analysis, client communications, and compliance with all applicable laws, regulations, licensing requirements, and professional standards.

Subscription and Billing

Free Trial: If a free trial is offered, your trial may begin without a payment method. If you add a payment method before the trial ends, the subscription can continue into a paid recurring subscription. If no payment method is added, the subscription may pause or end at the conclusion of the trial, depending on the billing flow presented at checkout.
Auto-Renewal: Subscriptions renew automatically once paid billing begins, unless cancelled before renewal.
Cancellation: Cancellation generally takes effect at the end of the current billing period unless required otherwise by law.
Payment Authorization: By subscribing, you authorize Wealth Insight Sync LLC to charge the payment method provided on a recurring basis according to the selected billing plan until you cancel the subscription.
Payment Processing: Payments are securely processed through Stripe, which is used to process subscription billing and handle applicable taxes.

Refund expectation clarity

Subscription fees are generally non-refundable once a billing period has begun, except where required by applicable law or expressly stated at the time of purchase.

Bank Account Connectivity

Optional bank account connectivity is provided through Plaid Technologies, Inc. Wealth Insight Sync does not receive or store your bank login credentials.

Receipt OCR Scanning

Receipt images may be transmitted to OpenAI, LLC for processing.
Wealth Insight Sync does not retain the image after processing except where temporary retention may be required for system reliability, error handling, or security.
You must not upload images containing SSNs, government-issued identification numbers, bank account numbers, routing numbers, card numbers, passwords, or PINs.

Contact Information

Legal inquiries: legal@wealthinsightsync.com

Business address:

Wealth Insight Sync LLC 2108 N St, Ste N Sacramento, CA 95816 United States