The rules of using our services, written down before you agree — nothing hidden in the small print.
1. Service guidance: Financial information, educational resources and advisor support may be provided to help you understand available financial products. Final approval, pricing, coverage and eligibility depend on applicable provider criteria, verification and regulatory requirements.
2. Eligibility: Access to particular financial products or services may depend on factors such as age, residency, income, credit history, financial circumstances, requested product and other eligibility requirements established by applicable providers.
3. Accuracy: You agree to provide complete, truthful and current information when submitting forms, applications or requests. Incorrect, incomplete or misleading information may affect eligibility, processing, available terms or continued access to certain services.
4. Financial decisions: Financial products may involve interest, fees, premiums, repayments, market fluctuations or other risks. You should carefully review applicable disclosures, agreements, costs, risks and conditions before accepting or using any financial product.
5. No guaranteed outcomes: No particular financial result, investment return, loan approval, insurance coverage, savings amount or other outcome is guaranteed. Financial results may depend on market conditions, individual circumstances, provider decisions and other factors.
6. Third-party providers: Certain financial products or services may be offered, administered or supported by independent lenders, insurers, financial institutions or other providers. Their products may be subject to separate agreements, disclosures, eligibility requirements and privacy practices.
7. User responsibility: You are responsible for reviewing final agreements, rates, fees, repayment obligations, coverage details, investment risks and other applicable terms before making a financial decision or accepting a financial product.
8. Service availability: Services, financial products, rates, features and information may change or become unavailable based on provider requirements, market conditions, technical circumstances, regulatory requirements or other factors outside reasonable control.
9. Regulatory compliance: Financial services may be subject to applicable federal and state laws, licensing requirements, consumer protection rules and regulatory standards. Services may be modified, restricted or discontinued when necessary to comply with applicable requirements.
10. Changes: These terms, services, content and workflows may be updated periodically to reflect changes in products, technology, business practices or applicable laws. Continued use of the services after applicable updates may constitute acceptance of the revised terms.