Last updated: February 2026
By accessing or using Charge Wealth ("the Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, do not use the Service.
Charge Wealth provides AI-powered financial analysis, portfolio tracking, tax optimization insights, and educational guidance through Warren, our AI financial advisor. The Service is not a registered investment advisor, broker-dealer, or financial planner. All information provided is for educational and informational purposes only.
The information provided by Charge Wealth and Warren does not constitute financial advice, investment advice, tax advice, or legal advice. Warren is an AI assistant designed to help you understand your financial situation, not to make decisions on your behalf. You should consult with qualified professionals before making any financial decisions. Past performance does not guarantee future results.
You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You must provide accurate and complete information when creating your account. You must be at least 18 years old to use the Service.
Charge Wealth is offered as a monthly subscription. Your subscription will automatically renew unless cancelled before the end of the current billing period. Refunds are handled on a case-by-case basis. You may cancel your subscription at any time through your account settings.
Your use of the Service is also governed by our Privacy Policy, which is incorporated into these Terms by reference. Please review our Privacy Policy to understand how we collect, use, and protect your information.
Charge Wealth shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of or inability to use the Service, including but not limited to losses arising from investment decisions made based on information provided by the Service. Our total liability is limited to the amount you paid for the Service in the 12 months preceding the claim.
We reserve the right to modify these Terms at any time. We will notify you of material changes via email or through the Service. Continued use of the Service after changes constitutes acceptance of the modified Terms.
Questions about our terms? Read our Privacy Policy or contact us through your account settings.