Terms of Service
Last updated: January 2026
By accessing or using PersonaliFI, you agree to these Terms of Service.
Description of Service
PersonaliFI provides tools for tracking net worth and financial progress using user-provided and third-party data.
Not Financial Advice
PersonaliFI is provided for informational purposes only. We do not provide financial, investment, tax, or legal advice. You are solely responsible for any decisions you make based on information from the service.
No Guarantees
We do not guarantee the accuracy, completeness, or timeliness of financial data. Data may be delayed, estimated, or unavailable due to third-party services.
User Responsibilities
You agree to:
- Provide accurate information
- Use the service for lawful purposes only
- Keep your account credentials secure
Account Termination
We may suspend or terminate access to the service at any time, with or without notice.
Limitation of Liability
To the maximum extent permitted by law, PersonaliFI shall not be liable for any indirect, incidental, or consequential damages arising from use of the service.
Changes to These Terms
We may update these terms from time to time. Continued use of the service constitutes acceptance of the updated terms.
Contact
Questions about these terms can be sent to: