Terms of Service
These terms govern access to and use of Wealth Rebalancer.
Use of the service
Wealth Rebalancer provides portfolio planning, monitoring, and informational tools for self-directed investors. Users are responsible for their own decisions and account activity.
No investment advice
The platform is provided for informational and planning purposes only and does not constitute financial, legal, or tax advice.
Accounts and access
Users are responsible for maintaining the confidentiality of account credentials and for activity that occurs through their account.
Availability
Features, pricing, and access may change over time as the platform evolves.
Subscriptions and billing
Wealth Rebalancer offers a free plan and a paid Pro subscription billed monthly. All prices are in Canadian Dollars (CAD) unless otherwise stated. Pro subscriptions include a 7-day free trial for new subscribers - no charge is made during the trial period. Subscriptions renew automatically at the end of each billing cycle and can be cancelled at any time through the billing portal in your account settings.
Refunds
We offer a 30-day money-back guarantee on Pro subscriptions. If you are unsatisfied for any reason within 30 days of your first charge, contact us at support@wealthrebalancer.com and we will issue a full refund. Refund requests made after 30 days are evaluated on a case-by-case basis. Trial periods are free and therefore not eligible for refunds.
Contact
Questions about these terms may be directed through the contact page or by emailing support@wealthrebalancer.com.