WEALTH ARCHITECT AI DISCLAIMER

Last Updated: August 12, 2026

Wealth Architect includes an AI chat feature. Before you use it, Wealth Architect shows you the notice below and asks you to accept it. You can also choose to continue without AI.

A Quick AI Heads-Up

You’re chatting with AI, not a human or licensed adviser. To explain your financial picture and help identify next steps, we may share your prompts and relevant context with our AI provider and service partners.

AI can make mistakes. Don’t rely on it as your only source for important decisions. You remain responsible for how you use its responses.

To use AI chat, you agree that our systems and service providers may securely process and store these chats to operate and improve Wealth Architect, support quality and safety, and meet legal requirements. Access to chat content is restricted, and product analytics are aggregated.

Financial Insights, Not Investment Advice

AI can make mistakes. We deliver financial insights, not investment advice.

More Information

Your use of AI chat is also governed by our Terms of Service and Privacy Policy. Questions about this disclaimer can be sent to privacy-compliance@wealtharchitect.ai.