Legal Documents

Disclosures

Form CRS→Form ADV Part 2→

Agreements

Advisory AgreementsThe terms that you agree to as a WealthMeUp customer.→RIA Terms of useThe legal conditions governing access to and use of WealthMeUp’s website and digital platform→RIA Privacy PolicyExplains what personal data is collected, how it is used and shared, and the rights clients have over their information.→

Platform Terms (All Users)

Terms and ConditionsTerms and conditions governing the use of this website, WealthMeUp’s mobile applications, and other online services.→Privacy PolicyWealthMeUp’s policy for collecting and using information.→

Merchant Terms

Shopify App Terms of ServiceSets the legal terms governing merchants’ installation and use of the app, including services, fees, data usage, responsibilities, and liability.→

Policies

Data Breach & Record Keeping PolicyOutlines how the firm detects, responds to, reports, and documents data breaches and how it creates, stores, and retains required records.→Security & Acceptable Use PolicyDefines the security standards and permitted use of company systems, devices, and data to protect client information and reduce cybersecurity risk.→