Legal Documents
DISCLOSURES
The terms that you agree to as a WealthMeUp customer.
The legal conditions governing access to and use of WealthMeUp’s website and digital platform
Explains what personal data is collected, how it is used and shared, and the rights clients have over their information.
PLATFORM TERMS (ALL USERS)
Terms and conditions governing the use of this website, WealthMeUp’s mobile applications,
and other online services.
WealthMeUp’s policy for collecting and using information.
MERCHANT TERMS
Sets the legal terms governing merchants’ installation and use of the app, including services, fees, data usage, responsibilities, and liability.
POLICIES
Outlines how the firm detects, responds to, reports, and documents data breaches and how it creates, stores, and retains required records.
Defines the security standards and permitted use of company systems, devices, and data to
protect client information and reduce cybersecurity risk.