Effective December 15th, 2015
WealthVenue is a fully automated investment service that can connect to a third party brokerage account.
WealthVenue is an automated investment service. When you become a Client, WealthVenue will manage a diversified and continually rebalanced portfolio of ETFs on your behalf at a very low trading cost. WealthVenue uses primarly ETFs listed on NYSE/AMEX/NASDAQ that have a passive investment strategy or an exposure to an Asset Class or Investment Style.
You must be 18 or older to access our website or mobile applications.
You are responsible for safeguarding your password and other User Account information. You agree not to disclose your password to any third party and you will notify WealthVenue immediately if your password is lost or stolen or if you suspect any unauthorized use of your User Account. As a User you agree that you shall be solely responsible for any activities or actions under your User Account, whether or not you have authorized such activities or actions.
You agree that the information you provide to us on account registration through our website or mobile applications will be true, accurate, current, and complete.
If you wish to develop enhancements to the WealthVenue service then you must do so via our "Partner Program" API. As used in these Terms, "APIs" means programmatic web APIs and associated tools and documentation that provide access to certain data displayed on our website or in our mobile applications. Access to our APIs requires you meet our Partner Program eligibility criteria and enter into a signed partnership agreement with WealthVenue. You may not scrape or copy information through any means (including crawlers, browser plugins and add-ons, and any other technology or manual work) as explained in Section 6.2.
If you wish to learn more about becoming a Partner, please contact firstname.lastname@example.org.
By creating a User Account, you automatically sign up for various types of alerts via e-mail and mobile notification. When logged in, you may customize, modify and in some cases deactivate alerts by adjusting the settings accordingly.
We never include your password in these communications, but we may include your name, or email address and information about your portfolio(s) if you are a Client. Anyone with access to your e-mail or mobile device will be able to view these alerts.
You may unsubscribe from marketing oriented emails at any time.
WealthVenue cannot be held responsible for any financial insights or recommendations provided to Users.
You understand and acknowledge that the investment results you could obtain from investment information and financial insights provided by WealthVenue cannot be guaranteed and that WealthVenue cannot be held responsible. All investments entail a risk of loss and that you may lose money. Investment management services may be offered to individuals who become clients, at the sole discretion of WealthVenue. Your election to engage our investment management services are subject to your explicit enrollment and acceptance of the separate Client Agreement and related fee schedule.
You agree and understand that your use of WealthVenue is for educational purposes only and is not intended to provide legal, tax or financial planning advice. You agree as a User that you are responsible for your own investment research and investment decisions, that WealthVenue is only one of many tools you may use as part of a comprehensive investment education process, that you should not and will not rely on WealthVenue as the primary basis of your investment decisions and, except as otherwise provided for herein, WealthVenue will not be liable for decisions/actions you take or authorize third parties to take on your behalf based on information you receive as a User of WealthVenue or information you otherwise see on our website.
Your use of WealthVenue, and the personal information you provide is at your sole discretion and risk. WealthVenue and all materials, information, products and services included therein, are provided on an AS IS and AS AVAILABLE basis without warranties of any kind from WealthVenue.
WEALTHVENUE EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, EXPRESS, IMPLIED OR STATUTORY, RELATING TO WEALTHVENUE, CONTENT AND/OR USER INFORMATION, INCLUDING WITHOUT LIMITATION THE WARRANTIES OF TITLE, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT OF PROPRIETARY RIGHTS, COURSE OF DEALING OR COURSE OF PERFORMANCE. WEALTHVENUE DISCLAIMS ANY WARRANTIES, EXPRESS OR IMPLIED:
No advice or information, whether oral or written, obtained by you from WealthVenue, shall create any warranty not expressly stated in this Agreement. If you choose to rely on such information, you do so solely at your own risk.
Some states or jurisdictions do not allow the exclusion of certain warranties. Accordingly, some of the above exclusions may not apply to you.
IN NO EVENT SHALL WEALTHVENUE OR ANY OF ITS OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE TO YOU FOR ANY DAMAGES WHATSOEVER, INCLUDING WITHOUT LIMITATION INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES, ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF WEALTHVENUE, CONTENT AND/OR USER INFORMATION, INCLUDING BUT NOT LIMITED TO THE QUALITY, ACCURACY, OR UTILITY OF THE INFORMATION PROVIDED AS PART OF OR THROUGH WEALTHVENUE OR FOR ANY INVESTMENT DECISIONS MADE ON THE BASIS OF SUCH INFORMATION, WHETHER THE DAMAGES ARE FORESEEABLE AND WHETHER OR NOT WEALTHVENUE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE FOREGOING LIMITATION OF LIABILITY SHALL APPLY TO THE FULLEST EXTENT PERMITTED BY LAW IN THE APPLICABLE JURISDICTION AND IN NO EVENT SHALL WEALTHVENUE'S CUMULATIVE LIABILITY TO YOU EXCEED U.S. $100.
You may request termination of your User Account at any time and for any reason by sending an email to email@example.com.
WealthVenue grants you a license to use our website and mobile applications so long as you comply with all our rules.
You agree you will:
You agree you won't:
You agree the only way to provide us legal notice is at the address provided in Section 9.5.
WealthVenue is for use in the United States and outside the United States.
8.1 WealthVenue is available for use in the United States and Internationally. WealthVenue make no representations that accessing and using WealthVenue from locations outside the United States is permissible by local law, you do so at your own risk and are yourself responsible for compliance with local laws.
This Agreement takes priority over previous agreements
This Agreement is the entire agreement between you and us with respect to WealthVenue, and your use of our website and mobile app, and supersedes all prior or contemporaneous communications and proposals (whether oral, written or electronic) between you and us. If any provision of this Agreement is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that this Agreement will otherwise remain in full force and effect. The failure of either party to exercise in any respect any right provided for herein shall not be deemed a waiver of any further rights hereunder.
You understand and agree that WealthVenue act as an investment adviser for Clients and will continue to do so. We and our personnel may make recommendations and take action for Clients that may differ from the recommendations we give to you or the action we take on your behalf.
In addition, our personnel may take actions for their own accounts based on their own investment situations that differ from the recommendations we give you or actions we take on your behalf.
Your feedback is welcome and encouraged. You may submit feedback by emailing us at firstname.lastname@example.org. You agree, however, that (i) by submitting unsolicited ideas to WealthVenue or any of its employees or representatives, by any medium, including but not limited to email, written, or oral communication, you automatically forfeit your right to any intellectual property rights in such ideas; and (ii) such unsolicited ideas automatically become the property of WealthVenue. You hereby assign and agree to assign all rights, title, and interest you have in such feedback and ideas to WealthVenue together with all intellectual property rights therein. In addition, you warrant that all moral rights in any feedback have been waived, and you do hereby waive any such moral rights.
You can also contact WealthVenue by phone at (307) 201-4751 or toll-free at (855) 229-1110 or via physical mail at:
WealthVenue Partners Inc.
1603 Capitol Ave.
Cheyenne, Wyoming 82001