Terms of Service

1. The website and early access

RebalanceWorks is in development. This website introduces the planned product, provides illustrations, and accepts access requests and feedback. It does not currently connect to financial accounts, provide a working allocation service, or execute transactions.

Requesting access does not guarantee an invitation, a launch date, or a particular feature. Product descriptions, availability, and pricing may change. An access request is free and does not create a paid subscription. Any future purchase or app access will be subject to the terms and pricing presented at that time.

2. Financial information and examples

Content on this website is for general information. Illustrations are hypothetical and are not personalized investment, tax, or legal advice, an offer to buy or sell an investment, or a recommendation for your circumstances. Using this website does not establish an investment-adviser or fiduciary relationship.

You are responsible for your financial decisions. Consider your circumstances, account restrictions, fees, and tax consequences, and seek qualified advice when appropriate. Investing involves risk, including loss of principal. Rebalancing does not guarantee returns or prevent losses.

3. Your responsibilities

You must be at least 18 years old to submit an access request. Provide accurate contact information and submit only information you are authorized to share. Do not include passwords, account numbers, financial documents, or sensitive financial details in the forms.

You may not use the website unlawfully, impersonate someone, send spam or malicious content, interfere with its operation, attempt unauthorized access, or use it to infringe another person’s rights.

4. Website content and feedback

Website text, branding, illustrations, and other content belong to RebalanceWorks or their respective owners. You may view the website and share links for lawful personal use. These terms do not grant ownership of our branding or other intellectual property. Third-party materials remain subject to their own licenses.

You retain ownership of feedback you submit. You give us permission to review it and use your suggestions to improve RebalanceWorks without an obligation to compensate you. Our handling of personal information is described in the Privacy Policy.

5. Third-party services

The website uses third-party services for hosting, forms, fonts, and email, and may link to other websites. Those services have their own terms and privacy practices. We do not control third-party websites, and a link does not imply an endorsement of their products or advice.

6. Availability and warranties

We may update, suspend, or discontinue parts of the website, including to address maintenance, security, or misuse. We do not promise uninterrupted access, error-free content, or that messages will always be delivered.

To the extent permitted by law, the website is provided “as is” and “as available,” without warranties of merchantability, fitness for a particular purpose, or non-infringement. Nothing in these terms excludes warranties or consumer protections that cannot lawfully be excluded.

7. Limits of responsibility

To the extent permitted by law, RebalanceWorks is not liable for indirect, incidental, special, or consequential losses arising from use of or inability to use this website, including lost profits or data. Nothing in these terms limits liability for fraud, willful misconduct, gross negligence, or any liability that cannot be limited under applicable law.

8. Changes to these terms

We may update these terms as the website develops. Changes will be posted here with an updated date, and we will provide additional notice or request agreement where required by law. Changes will not retroactively remove rights you already have. If a provision is unenforceable, the remaining provisions continue to apply to the extent permitted by law.

9. Contact

For questions about these terms, use the contact form or email stapley.app@gmail.com.