Terms of use

1. Acceptance of Terms

Welcome to OneWallet! By accessing and using our website, you agree to comply with and be bound by the following terms and conditions. Please review them carefully. If you do not agree to these terms, you should not use this site.


2. Changes to Terms

OneWallet reserves the right to modify these terms at any time without prior notice. Your continued use of the site after any changes signifies your acceptance of the new terms.


3. Description of Services

OneWallet provides a platform for financial advisors and clients to manage financial and insurance data. The services include real-time financial data aggregation, personalized financial recommendations, and secure document storage, among others.


4. User Responsibilities

By using OneWallet, you agree to:


  • Provide accurate, current, and complete information.
  • Maintain the security of your account and password.
  • Accept responsibility for all activities that occur under your account.
  • Use the services in compliance with all applicable laws and regulations.


5. Privacy

Your privacy is important to us. Our Privacy Policy outlines how we collect, use, and protect your information. By using our services, you agree to the practices described in our Privacy Policy.


6. Intellectual Property

All content on the OneWallet website, including text, graphics, logos, and software, is the property of OneWallet or its content suppliers and is protected by copyright and other intellectual property laws. You may not reproduce, distribute, or create derivative works from this content without express written permission.


7. Prohibited Uses

You agree not to use OneWallet for any unlawful purpose or in any way that could damage, disable, overburden, or impair the site. Prohibited uses include, but are not limited to:


  • Transmitting any worms or viruses or any code of a destructive nature.
  • Attempting to gain unauthorized access to any portion of the site.
  • Using the site to harm minors in any way.
  • Engaging in any conduct that restricts or inhibits anyone's use or enjoyment of the site.


8. Limitation of Liability

OneWallet is not liable for any indirect, incidental, special, consequential, or punitive damages arising out of or relating to your use of, or inability to use, the site or services. Our total liability to you for any claim arising out of or relating to these terms or the site shall not exceed the amount paid by you, if any, for accessing the site during the twelve (12) months preceding the date of the claim.


9. Disclaimer of Warranties

OneWallet provides the site and services "as is" and without any warranty or condition, express, implied, or statutory. We specifically disclaim any implied warranties of title, merchantability, fitness for a particular purpose, and non-infringement.


10. Termination

OneWallet reserves the right to terminate or suspend your access to the site, without prior notice or liability, for any reason, including if you breach these terms.


11. Governing Law

These terms and conditions are governed by and construed in accordance with the laws of the jurisdiction in which OneWallet operates, without regard to its conflict of law principles.


12. Contact Information

If you have any questions about these Terms of Use, please contact us.

Share by: