Terms of Service

By using EnvisionWorth, you agree to these Terms of Service.

Service Description

EnvisionWorth is a financial planning and net worth tracking platform that connects to your accounts via Plaid, provides net worth tracking, goal setting, and financial insights.

User Responsibilities

Maintain confidentiality of login credentials, use a strong, unique password, provide accurate information, and use the service only for personal financial planning.

Financial Information and Plaid

EnvisionWorth is not a bank or financial institution. We use Plaid for read-only access to provide our services. We cannot move your money.

Subscriptions and Billing

Paid plans renew automatically unless cancelled. You may cancel anytime. Refunds are handled per our refund policy at time of purchase.

Disclaimer

EnvisionWorth provides educational tools and technology, not personalized financial, investment, tax, or legal advice. Consult qualified professionals for advice specific to your situation.