Terms of Service
Draft for review — to be approved before publication. Last updated September 2026.
The service
Riverbank Wealth Management provides a subscription-based financial planning platform. You answer questions about your household and goals, upload supporting documents, and receive a coordinated plan with reports and recommendations. The platform is billed monthly and you may cancel at any time.
Estimates, not guarantees
Calculators, projections and reports are estimates based on the information you provide and stated assumptions. They are for planning and education only, do not account for every factor (for example, your full tax situation), and are not a guarantee of future results. Personalized advice is provided only through your advisor after your documents have been reviewed.
Your responsibilities
You are responsible for the accuracy of the information and documents you provide, and for keeping your account credentials confidential. Recommendations are only as reliable as the data behind them.
Cancellation and deletion
You may cancel your subscription at any time from your account settings. When cancelling you can optionally request deletion of all your records. Once deleted, records cannot be recovered.