Limitations on Scope of Financial Counseling Advice Sample Clauses

Limitations on Scope of Financial Counseling Advice. Stash does not represent that the Financial Counseling Service is based on or meant to replace a complete evaluation of a Client’s entire financial plan considering all of a Client’s circumstances. The Financial Counseling Service does not provide comprehensive financial planning and is not intended to constitute legal, financial, or tax advice. Furthermore, the Financial Counseling Advice Stash provides through the Platform does not include or account for any assets held within an employee benefit plan subject to the Employee Retirement Income Security Act of 1974, as amended. You acknowledge and agree that Stash relies on the Client Information you provide through the Platform to provide Financial Counseling Advice. Stash does not consider the entire range of information provided through the Platform for purposes of providing Financial Counseling Advice. You should understand that the Platform currently relies solely on the questions relating to investment time horizon and risk tolerance in providing Financial Counseling Advice, and that these factors are not weighted equally. You acknowledge that the Financial Counseling Advice is based on the Client Information you provide, investment factors deemed appropriate by Stash, and the investment advisory methodology used in developing the Platform. However, you agree that there is no guarantee, representation, warranty, or covenant that Financial Counseling Advice will perform better over any time period than any other investment advice made available through Stash or otherwise available in the market.
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